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Nvidia Touches $5 Trillion as AI Chip Boom Propels Markets to New Highs

Wall Street now sees hyperscaler spending powering a longer AI buildout.

Amazon Reported to Invest Up to $25 Billion in Anthropic as Startup Commits $100 Billion-Plus to AWS

Amazon Rallies on AWS-AI Upside, $300 Targets

OpenAI Signals Enterprise Pivot to AWS After Memo on Microsoft Limits

Nvidia to Supply About 1 Million GPUs to AWS Through 2027

Analysts Reaffirm Amazon on AI-Led AWS Expansion Despite Elevated Capex

Amazon Overtakes Walmart as Largest U.S. Company by Annual Revenue

Amazon Overtakes Walmart as World's Top-Grossing Company

Amazon Tops Walmart as World's Largest Company by Revenue

Walmart Tops Holiday-Quarter Forecasts as New CEO Issues Cautious 2027 Outlook and $30 Billion Buyback

Walmex Sales Rise in 2025 as Net Income Falls, CEO Calls for Urgent Acceleration

Amazon’s $200 Billion AI Buildout Plan Sends Shares Into Bear Market

Amazon Doubles Down on AI With $200 Billion 2026 Capex as AWS Growth Holds

Tech Selloff Deepens After Amazon Unveils $200 Billion 2026 Capex and Alphabet’s Bigger AI Bill Rattles Markets

Microsoft Reorganizes Security Leadership as Gallot Returns, Bell Shifts to Engineering Quality

Cantor Cuts Amazon Price Target as Street Sees AWS AI-Led Reacceleration in 2026

Amazon Viewed as 2026 Growth Pick on AWS Strength and AI Momentum

Amazon Explores $10 Billion OpenAI Stake as It Consolidates AI and Chip Efforts

Analysts Back Amazon’s AWS AI Buildout as re:Invent Unveils Chips, Models and Agents

AWS Launches Trainium3 to Challenge Nvidia's Grip on AI Training