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AI needs more than powerful chips. It needs enormous amounts of electricity. And this company is well-positioned to provide that.

Wall Street pushed back against bleak warnings from AI developer titans, arguing that companies are not slowing development or spending.

Anthropic is trying to prove that frontier AI can become a real business before it becomes a public company. On September 13, Reuters reported that Anthropic expects positive adjusted operating income for a second consecutive quarter. The Financial Times said gross margins exceed 80% before revenue sharing with distribution partners and model-training costs. That accounting […]

Anthropic is reportedly considering an initial public offering next month at a valuation of $2 trillion.

Amazon India country manager Samir Kumar said the growth has been driven by orders doubling every quarter.

Caterpillar offers investors a rare combination of industrial value, consistent earnings beats, and direct upside to the generational AI revolution.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

QUALCOMM Incorporated (NASDAQ:QCOM) is trying to replace part of a fading smartphone dependency with AI infrastructure, and Amazon.com, Inc. (NASDAQ:AMZN) just gave investors a large number to measure it against. Qualcomm’s September 8 SEC filing ties Amazon warrants to commercial arrangements, binding orders and actual purchases that can reach a maximum of $60 billion. That […]

AI-generated books are proliferating across Amazon, with research pointing to growing competition for human authors and lower revenue per selling book. An Originality.AI analysis of 2,034 religious books published on Amazon found that 1,272, or 63%, were flagged as likely...

Qualcomm (NasdaqGS:QCOM) is collaborating with Cornelis Networks on new AI data center networking and programmable compute infrastructure. Cornelis Networks has introduced its Active Compute Fabric, an open architecture focused on scale-up and scale-out AI networking with embedded compute. The partnership extends Qualcomm Technologies' recent AI infrastructure work beyond its collaboration with Amazon into broader data center networking projects. This new Active Compute Fabric collaboration...

Amazon.com, Inc. (NASDAQ:AMZN) and Wiwynn are expanding Wiwynn’s advanced manufacturing facility in Socorro, Texas, with nearly 1,000 additional jobs expected by the end of 2027. The facility manufactures and integrates server systems and racks used in Amazon’s data center infrastructure. Wiwynn says its total investment in the Texas facility will exceed $1.6 billion, with employment […]

Amazon.com (NasdaqGS:AMZN), Netflix, and YouTube have formed the Streaming Access and Choice Alliance to advocate for technology neutral streaming rules. The coalition plans to push for broader consumer access to content, with a focus on how live sports rights are distributed on streaming platforms. The alliance is positioning itself as a counterweight to rising Department of Justice and FCC scrutiny of sports content on paywalled streaming services. Amazon's role in the new Streaming Access...

Earlier this month, Qualcomm Technologies announced a multi-generation collaboration with Amazon to develop customized AI data center silicon and high-performance optical connectivity solutions, while also deepening its use of Amazon’s AI infrastructure for chip design workloads. A distinctive feature of the agreement is the combination of large-scale AI chip supply potential with Amazon warrants for up to US$4.00 billion of Qualcomm stock, tying Qualcomm’s AI progress directly to Amazon’s...

Amazon data centers in the U.A.E. and Bahrain are still offline months after being hit in the Iran war, testing the region’s multibillion-dollar ambitions.

AI spending is now large enough to distort the bond market around it. Reuters reported on September 10 that Alphabet, Amazon, Meta, Microsoft and Oracle issued roughly $220 billion of bonds over the prior year as they funded data-center expansion. Similar credits are no longer always trading at similar spreads as repeated giant deals flood […]

Investors are watching whether disruption spreads beyond one carrier

The AI buildout has an increasingly low-tech bottleneck: people. Reuters Breakingviews reported on September 14 that the U.S. construction industry faces a shortfall of roughly 439,000 workers as data centers compete with housing, transport and industrial projects for skilled labor. Amazon.com, Inc. (NASDAQ:AMZN) and Microsoft Corporation (NASDAQ:MSFT) can finance multibillion-dollar AI campuses and secure GPUs. […]

Meta Platforms (META) trades about 17% below its 52-week high, and has lost ground over the past year while the S&P 500 climbed. You can be paid now for agreeing to buy the shares well below today's price, whether or not you ever own them. The catch is the reason they have lagged: Meta is spending on data centers almost as fast as the business turns cash.

Tech stocks were lower late Monday afternoon, with the State Street Technology Select Sector SPDR ET

Consumer stocks were mixed late Monday afternoon, with the State Street Consumer Staples Select Sect

When a hyperscaler doubles its capex, it is locking in land, power, and GPUs years before a single dollar of revenue arrives. The spending numbers from three cloud giants reveal exactly how different their bets look and which signals actually matter.

The pilot expands distribution beyond Amazon's properties, but commercial terms and financial contribution remain undisclosed.

Palantir Technologies (PLTR) raised its 2026 revenue guidance in August, and the stock gained about 32% across the release. The easy read is that the market was paying for the bigger number. It was not. At the multiple the market was already paying, that raise is worth about $8 a share, and the tape handed over close to $40.

Consumer stocks were higher Monday afternoon, with the State Street Consumer Staples Select Sector S

A new streaming policy coalition just handed Netflix a potential key to unlock live sports rights that have been legally off-limits, and the gap between Netflix's stock surge and its founding partners' shrug tells you exactly who stands to win.

Tech stocks were lower Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XL

The Streaming Access and Choice Alliance, led by trade group TechNet, will push for policies on consumer access and sports broadcasting rights

Netflix, Amazon, and YouTube have established a unified policy coalition to safeguard their growing live sports investments amid mounting federal regulatory pressure.

Palantir Technologies (PLTR) stock has gained about 28% over the past three months, against under 4% for the S&P 500, and it still trades roughly 19% below its 52-week high. Over the past twelve months it has returned almost nothing. What could move it from here is work Palantir has already sold and has not yet delivered.

The three companies are founding members of a new Streaming Access and Choice Alliance that will advocate for consumer access to online content.