Hyperscalers set to spend 102% of cloud revenue on AI capex in 2026, UBS says
UBS projects Amazon, Alphabet, and Microsoft will spend about 102% of their combined cloud revenue on capital expenditures in 2026,…
Amazon (AMZN) Stock News
Latest Amazon stock news — AWS cloud revenue, retail and advertising performance, quarterly earnings and AMZN price analysis.
Amazon.com Inc
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257.71
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Amazon Trades at 23x Forward Earnings Despite 37% AWS Growth, 24/7 Wall St. Says
Amazon shares trade at $259.39, a forward earnings multiple of 23 that 24/7 Wall St. calls closer to a mature…
Alphabet and Amazon’s AI Spending Boom Fuels Nvidia, Broadcom, Micron, and Sandisk
Alphabet expects to spend $195 billion to $205 billion on AI infrastructure in 2026, and Amazon expects to spend around…
UPS Stock Falls 10.5% Since Amazon Delivery Cuts as Fuel Surcharges Drive Earnings
UPS has cut half of Amazon's delivery volume between the start of 2025 and the middle of 2026 as it…
Microsoft Trades at a Pricier Valuation Than Nvidia, Alphabet, and Amazon
Microsoft trades at a forward P/E below its two-year norms after a July 29 fiscal Q4 report reversed an early-2026…
