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Feb 19
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Finnhub - AMZN
Before you buy the software and Big Tech dips...
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Feb 18
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Finnhub - AMZN
Stock market today: Dow, S&P 500, Nasdaq futu...
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Feb 18
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Finnhub - AMZN
Netflix vs. Roku: Which Streaming Stock is th...
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Feb 18
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Finnhub - AMZN
DoorDash Stock Rebounds. Earnings and Revenue...
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Feb 18
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Finnhub - AMZN
Amazon's 9-Day Losing Streak Is Overdone, Say...
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Feb 18
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Finnhub - AMZN
Berkshire Slashes Amazon Stake Over 75%, Buys...
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Feb 18
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Finnhub - AMZN
Walmart To Report Results, Fresh Off New High...
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Feb 18
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Finnhub - AMZN
Buffett Goes Out Like a Bear With $5 Billion ...
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Feb 18
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Finnhub - AMZN
Adani Plans $100 Billion AI Data Center Inves...
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Feb 18
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Finnhub - AMZN
2 of Robinhood's Top 10 Stocks Are Best Buys ...
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Feb 18
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Finnhub - AMZN
DoorDash Stock Drops. Earnings and Revenue Bo...
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Feb 18
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Finnhub - AMZN
Perion Network Ltd. Q4 2025 Earnings Call Sum...
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Feb 18
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Finnhub - AMZN
53-year-old Home Depot rival closing down, no...
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Feb 18
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Remitly Appoints Sebastian J. Gunningham as C...
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Feb 18
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This Is the Cloud’s Olympic Moment. Will It M...
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Feb 18
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Bitcoin Can Send 'Any Amount' Of Money Anywhe...
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Feb 18
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How Apple's Contrarian 'Nah, We're Good' Stra...
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Feb 18
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Here's Why Amazon, Alphabet, and Microsoft's ...
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Feb 18
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Finnhub - AMZN
Amazon, Bank of America, and Apple Stocks Shr...
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Feb 18
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Tech Majors Help Lift Equity Markets Intraday...
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Feb 18
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Prediction: These 3 AI Stocks Will Have Treme...
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Feb 18
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Berkshire Cuts Amazon Stake, Makes Bet on New...
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Feb 18
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Big Short Steve Eisman Favors Schwab, Cites R...
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Feb 18
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Amazon halts Blue Jay robotics project after ...
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Feb 18
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Anthropic May Pay $6.4 Billion To Cloud Partn...
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Feb 18
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Dalfen Industrial Accelerates Midwest Expansi...
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Feb 18
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Fed minutes, Warren Buffett's Amazon stake, o...
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Feb 18
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WATCH
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Andrew Ross Sorkin
Co-Anchor, Squawk Box
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Amazon snapped a 9-day losing streak that shaved $450B off its market cap following the announcement of a $200B capex plan for 2026 (AI spend). The market initially panicked at the spending scale (4x estimates), but the rebound suggests investors are beginning to digest the necessity of this AI infrastructure build-out. The stock is at a pivot point; execution on this capital deployment is critical. It is a high-stakes bet on AI integration preventing the company from being "put out of business." If the $200B spend does not yield additive revenue or distinct AI advantages, returns on invested capital will crush the stock. |
CNBC
Squawk Pod: Baby Formula, A Tax Hike, & The L...
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Feb 18
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SaaS Apocalypse: The Law Of The Strongest Cru...
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Feb 18
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Amazon and Nvidia Lead Mag 7 Rally
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Feb 18
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Amazon Stock Jumps After Morgan Stanley Calls...
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Feb 18
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Ripple, Coinbase Powered Crypto Super PAC Gea...
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Feb 18
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DoorDash Earnings Are Today. It’s All About t...
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Feb 18
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Warren Buffett’s Final Investment: The Oracle...
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Feb 18
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Saving What's Left At The End Of The Month So...
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Feb 18
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ARGAN signed a new 10,000 sq.m lease for its ...
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Feb 18
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Uber bets big on EV charging for both its dri...
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Feb 18
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AI “doomsday” trade misreads enterprise reali...
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Feb 18
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C.H. Robinson CEO on AI fears: 'We're the dis...
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Feb 18
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Perion Network Q4 Earnings Call Highlights
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Feb 18
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WATCH
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Mandeep Singh
Senior Analyst, Bloomberg Intelligence
|
Anthropic models are trained on Google TPUs and Amazon chips, not Nvidia GPUs. While Nvidia is dominant, big tech peers are actively building defensive moats via custom silicon to reduce reliance on Nvidia. However, Mandeep notes Nvidia's new chips offer "30x more token output," suggesting custom silicon still lags in raw performance for frontier training. Watch these names to see if their internal silicon can close the performance gap with Nvidia's Blackwell architecture. If their custom chips fail to scale, they will be forced to pay a premium to Nvidia, hurting margins. |
Bloomberg Markets
Meta Will Deploy Millions of Nvidia Processor...
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Feb 18
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BC-Most Active Stocks
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Feb 18
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Billionaire David Tepper Goes Big on Micron, ...
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Feb 18
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UPS Labor Clash And Closures Test Cost Cuts A...
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Feb 18
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AI capex surge drives higher US investment gr...
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Feb 18
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Berkshire Cuts Amazon, Buys New York Times
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Feb 18
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Did Warren Buffett Give Up on Amazon? He Sold...
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Feb 18
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Amazon and Bank of America Stocks Shrug Off B...
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Feb 18
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New York Times Stock Slips Despite Berkshire ...
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Feb 18
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Donald Trump’s AI push fuels revolt in Maga h...
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