Amazon Doubles Down on AI Megacycle, Says $125 Billion CapEx Will Rise Again in 2026 Markets & Investments October 31, 2025 Amazon delivered stronger-than-expected quarterly results as the company signaled that its artificial intelligence investment cycle is accelerating, with capital spending…
Wells Fargo Lifts Amazon (AMZN) Outlook and Price Target, Cites Anthropic Partnership and AWS Acceleration Banks September 25, 2025 Wells Fargo has turned more positive on Amazon (AMZN), pointing to an AI catalyst it believes could shift the company’s…
Venture Capitalist Sees OpenAI and Nvidia Mirror Amazon Costly Bet That Powers $2.35 Trillion Company Big Tech & AI September 24, 2025 Venture capitalist Lo Toney says OpenAI and Nvidia (NVDA) are following a path similar to Amazon’s early spending spree, a…