AI hyperscalers have issued $220 billion in debt through August 10, vastly outpacing Treasury's $12.5 billion in the same period for 2025, offering investors alternatives to government bonds. Amazon's $25 billion bond sale priced at a premium over 30-year Treasuries highlights this shift. Market expectations for a September Fed rate hike remain low at about 40%, leaving room for change after the upcoming Jackson Hole speech. Meanwhile, tech sector volatility is rising, prompting caution among investors despite solid fundamentals.
YouTube has introduced a new feature allowing eligible U.S. creators to tag Amazon products directly in their shorts, long-form videos, and livestreams. This integration simplifies product recommendations by linking creators to Amazon's vast catalog ...
Dan Ives highlighted six AI stocks—Microsoft, Alphabet, Amazon, Palantir, CrowdStrike, and NVIDIA—as leaders in the next AI growth phase during a CNBC broadcast. All these stocks were already held in his Dan Ives Wedbush AI Revolution ETF, but this w...
In the second quarter, family offices increased their stock allocations from 34% to 37%, driven by bullishness on AI and equities despite market bubble concerns. This shift was largely due to market gains, with the S&P 500 rising about 15%, rather th...
S&P Global Ratings reports that the six largest hyperscalers, including Alphabet and Amazon, will spend over $1.3 trillion on AI infrastructure by 2027. These companies are expected to have negative free operating cash flow in 2026 and 2027, with rec...
AI infrastructure spending is rapidly increasing, benefiting three mega-cap stocks: NVIDIA, Amazon, and Meta. NVIDIA leads in AI compute hardware with strong revenue growth and supply constraints, Amazon's AWS cloud business is accelerating with a ma...
