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Micron Joins $1 Trillion Club After UBS Triples Price Target

The surge signals a rotation in AI hardware bets toward memory driven by tight high‑bandwidth memory supply.

Alphabet Lifts 2026 AI Capex to $180–$190 Billion as Google Cloud Sales Surge

Alphabet Hits Record Value After AI-Led Beat Fuels Cloud Boom and Massive Capex

OpenAI and Microsoft End Exclusivity, Rework Deal With Capped Payments and Non‑Exclusive IP

Meta Strikes Multi-Year AWS Deal for Tens of Millions of Graviton5 Cores

Morgan Stanley Raises Amazon Target to $300 After Globalstar Deal

Amazon Bets $200 Billion on AI Buildout as AWS Monetization Accelerates

Amazon Weighs Selling Its AI Chips as In‑House Silicon Surges

Amazon Shares Jump After Jassy Puts Hard Numbers on AI Revenue and Chips

White House Unveils National AI Framework as Enterprises Pivot to Autonomous Agents

AI Infrastructure Race Accelerates: Nvidia Projects $1 Trillion Orders as Microsoft Tests Rubin Racks and Oracle Highlights $553 Billion Backlog

Pentagon Push to Drop Anthropic’s Claude Meets Internal Resistance

Tech Selloff Deepens After Alphabet Details $175–$185 Billion AI Capex for 2026

Alphabet Tops $4 Trillion After Reported Apple Deal Puts Gemini Inside iPhones

Microsoft Rebuts AI Sales-Target Report as Market Reassesses Generative-AI Demand

Amazon Pledges Up to $50 Billion to Build AI Supercomputing for U.S. Agencies

OpenAI Signs Seven-Year, $38 Billion AWS Deal for Nvidia-Powered AI Compute

Amazon Shares Hit Record After Q3 Beat as AWS Reaccelerates on AI Demand

AWS Puts $11 Billion Rainier AI Supercluster Online in Indiana

Big Tech Ramps AI Spending Again, Pushing Annual Capex Past $350 Billion