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Reuters Reuters
Big investors hunt for tomorrow's AI winners as capex angst fades

Big investors hunt for tomorrow's AI winners as capex angst fades

(Updates August 17 story to correct the spelling of BCA Research strategist's last name to Weisberger in paragraph 21) By Danilo Masoni MILAN, Aug 17 (Reuters) - The rally in AI-linked stocks that marked the latest earnings season has shifted the focus of the AI investment story from whether Big
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Amazon's Chip Operation Valued at Over $25 Billion Annually as a Standalone Business

Amazon's Chip Operation Valued at Over $25 Billion Annually as a Standalone Business

Amazon's Chip Operation Valued at Over $25 Billion Annually as a Standalone Business
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Spectrum Expands Community Investment, Offers Amazon Prime to Low-Income Internet Customers

Spectrum Expands Community Investment, Offers Amazon Prime to Low-Income Internet Customers

Spectrum Expands Community Investment, Offers Amazon Prime to Low-Income Internet Customers
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Twitch and Amazon Face Class Action Lawsuit Over Alleged Unauthorized Use of Streamer Content for AI Training

Twitch and Amazon Face Class Action Lawsuit Over Alleged Unauthorized Use of Streamer Content for AI Training

Twitch and Amazon Face Class Action Lawsuit Over Alleged Unauthorized Use of Streamer Content for AI Training
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Nvidia to Implement Price Increases on AI Servers Amid Rising Memory Costs

Nvidia to Implement Price Increases on AI Servers Amid Rising Memory Costs

Nvidia to Implement Price Increases on AI Servers Amid Rising Memory Costs
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Jim Cramer Warns of Shifting Landscape for Data Center Investments Amid Political Pushback

Jim Cramer Warns of Shifting Landscape for Data Center Investments Amid Political Pushback

Jim Cramer Warns of Shifting Landscape for Data Center Investments Amid Political Pushback
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Broadcom and Marvell Technology Emerge as Key Players in Custom AI Chip Market Amidst Growing Demand from Hyperscalers

Broadcom and Marvell Technology Emerge as Key Players in Custom AI Chip Market Amidst Growing Demand from Hyperscalers

Broadcom and Marvell Technology Emerge as Key Players in Custom AI Chip Market Amidst Growing Demand from Hyperscalers
TheStreet TheStreet
JPMorgan sends stark warning on AI stocks, cites dotcom worries

JPMorgan sends stark warning on AI stocks, cites dotcom worries

A JPMorgan strategist sees a split in the AI trade that looks a lot like the market right before the dot-com crash.
TheStreet TheStreet
Anthropic makes quiet move Nvidia investors must consider

Anthropic makes quiet move Nvidia investors must consider

This AI lab just hired the person who built Google's most guarded hardware program. That is not a coincidence.
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Amazon's Zoox Robotaxi Service Expands to Las Vegas and San Francisco

Amazon's Zoox Robotaxi Service Expands to Las Vegas and San Francisco

Amazon's Zoox Robotaxi Service Expands to Las Vegas and San Francisco
TheStreet TheStreet
Stanley Druckenmiller and Cathie Wood agree on 2 tech giant stocks

Stanley Druckenmiller and Cathie Wood agree on 2 tech giant stocks

Two investors who run money in completely opposite ways ended up in the same two stocks in Q2. That is worth paying attention to.
FactFable FactFable
Nvidia Earnings Could Answer the Biggest Question Hanging Over the AI Boom

Nvidia Earnings Could Answer the Biggest Question Hanging Over the AI Boom

Nvidia's upcoming earnings report is more than just numbers; it's a referendum on the sustainability of the entire AI investment boom.