Amazon and Microsoft are emerging as dominant players in AI by integrating cloud infrastructure with strong business ecosystems. Their financial strength, including cloud growth and high margins, positions them well against pure AI creators like OpenAI. Microsoft shows superior financial metrics, while Amazon's chip business boosts its AI capabilities. Both are rated Buy due to their strategic roles and potential to further integrate AI supply chains, possibly through acquisitions of AI startups.
Defiance introduced the AI Hyperscale Leaders ETF (AIHY) on July 21, targeting companies that derive at least 50% of their revenue or assets from AI development and are scaling profitability, not just riding the AI hype. The fund holds 10-50 companie...
The Roundhill Magnificent Seven ETF (MAGS) provides equal-weight exposure to seven leading mega-cap tech stocks: Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta, and Tesla. Since its April 2023 launch, it has attracted $3.5 billion, reflecting stron...
OpenAI and Anthropic increased their federal lobbying spending to a record $3.17 million in Q2 2026, up 23% from Q1, as they prepare for upcoming IPOs and the midterm elections. Anthropic spent $1.97 million, surpassing Nvidia, while OpenAI spent $1....
A Nikkei study reveals that five major U.S. tech companies hold $1.65 trillion in hidden debt, far exceeding their reported liabilities. This debt has grown eightfold in four years, driven by heavy investments in artificial intelligence. Meta and Ora...
A federal judge approved Anthropic's $1.5 billion settlement in a class action lawsuit where authors accused the AI company of using pirated books to train its chatbot Claude. The case, backed by Amazon and Alphabet, is the largest known US copyright...
