Amazon shares slipped in after-hours trading yesterday as investors re-evaluated the company's spending on AI.

Despite high debt, Oracle's fair valuation relative to Amazon and Microsoft, along with strong RPO growth, reinforces its ...

Still, Amazon may be better positioned than rivals to capitalize on cheaper AI, analysts say, due to its massive cloud ...

With due respect to the engineering innovation involved in R1's high performance, the CAPEX-OPEX financial jugglery could ...

The chart below shows the price action between Nvidia and Nebius so far in 2025. The glaring commonality between the two stocks is that they both took a nosedive as the exact same time -- namely, when ...