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Competitive Analysis

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Amazon Sells $15 Billion in First U.S. Dollar Bonds in Three Years

Strong demand let the company tighten pricing on the 40-year notes as investors chase high-grade tech debt tied to AI buildouts.

Enphase Shares Slide on Weak Q4 Outlook as Tariffs Pressure Margins

Salesforce’s AI Pivot Gains Traction With Cantor Reaffirmation, Cramer Optimism

Netflix Says a Big NFL Package Doesn’t Fit Its Strategy

Marvell Leans Into AI Infrastructure as Guidance Points to Second‑Half Reacceleration

SoftBank Pledges $33.2 Billion to OpenAI as It Seeks Artificial Super Intelligence Dominance