Quick Read Amazon (AMZN) committed to $200B in capital expenditure for 2026. Amazon spent $131.8B in 2025. Amazon’s AWS revenue hit $35.6B in Q4 2025. This marked the fastest growth in 13 quarters at 24%. Amazon’s free cash flow fell to $7.7B from $32.9B. Capital spending consumed 94.5% of operating cash flow. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Amazon.com (NASDAQ:AMZN) has committed $20 ...

Quick Read Nvidia (NVDA) faces Amazon (AMZN) spending $200B in 2026 on infrastructure while Amazon develops competing Trainium2 chips. Nvidia Data Center revenue reached $51.2B in Q3 representing 89.8% of total revenue. Nvidia outperformed EPS expectations for eight straight quarters but beat margins narrowed from 11.93% to 4.84%. The analyst who called NVIDIA in 2010 just named his top 10 AI stocks. Get them here FREE. NVIDIA (NASDAQ:NVDA) reports quarterly earnings after the bell tomorrow, Feb. ...

Tariffs are a tax on businesses, which means you'd expect that if tariffs go up, so do prices. But the effect of President Trump's ever-changing but always aggressive tariff policies didn't cause the huge price hikes and widespread economic damage many feared in 2025. Economists offer several likely explanations. One is all the exceptions and carve-outs the government made after announcing the tariffs. What Trump threatens and what ends up being charged are often very different. Tariffs had a modest impact ...

Large-Cap Institutional Ownership 4Q25: NVDA Still the Most Under-Owned Mega- Cap Tech Stock Mega-cap tech stocks are the most under-owned in 17 years, w/ the gap vs. S&P widening to -155bps exiting 4Q25 vs. -148bps exiting 3Q25. The rest of large-cap tech is modestly over-owned at +32bps. NVDA remains the most under-owned large-cap tech stock, followed by AAPL, MSFT, AMZN and AVGO. Mega-cap Tech stocks are more under-owned vs. the S&P 500 exiting 4Q25 than at any point in the last 17 years; NVDA remains th ...

徐强 国泰海通分析师: 好的，各位投资者大家下午好，欢迎参加我们国泰海通电新团队春节不打烊的系列电话会 议。我是国泰海通的环保电新首席徐翔，今天我和我们孙潇浩孙老师一起给各位领导做去 做一些 AIDC 方面的汇报。明天就是这个第一个交易日了，那在此，我们国泰海通电新团 队祝大家开市大吉，业绩长虹。这个假期期间，我们围绕了 AIDC、太空算力、太阳翼、 锂电供应链，然后开展了一系列的这个电话会议和专家的这个交流。那这今天下午的电话 会议主要是汇报 A I D C 硬件端的这些投资机会。 然后同时，今天晚上我们还安排了这个卫星载荷的专家，然后来交流一下太空算力以及太 阳翼的这一方面的一个，这个投资内容。今晚 8 点，也欢迎大家这个就是按时接入。首先 我们一直从这个去年开始吧，去去年，24 年底，前年开始，就一直在推荐 AIGC 的这些投 资机会。市场，其实对于 IPC 的这些投资的持续性，持，一直是存，一直在质疑当中，这 个不断的这个提升预期的。那包括像现在。大家对于这个北美地区，像 Oracle 他们的一 个投资的持续性，以及北美这些算力是否存在泡沫，一直有比较大的一个争议。 但是，近期我们在在使用，包括像 O ...

Britain has decided to bring streaming platforms under the jurisdiction of Ofcom’s broadcasting code. The objective of this move is to protect audiences from harmful content and ensure the availability of accessibility services such as subtitles.Under the new rules, major streaming platforms must provide subtitles for at least 80% of their content, audio descriptions for 10%, and signed content for 5%. Services with over 500,000 UK users will also be required to meet these standards and ensure that news cov ...

On CNBC's “Halftime Report Final Trades,” Jason Snipe, founder and chief investment officer of Odyssey Capital Advisors, named Amazon.com, Inc. (NASDAQ:AMZN) as his final trade.As per the recent news, Amazon.com announced a $12 billion investment in northwest Louisiana on Monday. The investment is earmarked for the development of data centers, which are projected to generate 540 full-time positions and support an additional 1,710 full-time equivalent roles in the community.Bryn Talkington, managing partner ...

Group 1: AMD and Meta Deal - Advanced Micro Devices (AMD) has agreed to sell up to $60 billion worth of artificial intelligence chips to Meta Platforms over five years, allowing Meta to purchase as much as 10% of AMD [1][9] - AMD will supply six gigawatts' worth of chips to Meta, starting with one gigawatt of the forthcoming MI450 flagship hardware in the second half of this year [10] Group 2: OpenAI Partnerships - Amazon is considering an investment of around $10 billion in OpenAI, with discussions remaining fluid [1] - Walt Disney plans to invest $1 billion in OpenAI, allowing the use of its characters from franchises like Star Wars and Marvel in the Sora AI video generator [2] - OpenAI has partnered with Broadcom to produce its first in-house artificial intelligence processors [3] - AMD has also agreed to supply AI chips to OpenAI in a multi-year deal, which includes an option for OpenAI to buy up to roughly 10% of AMD [4] - Nvidia is set to invest up to $100 billion in OpenAI and supply data center chips, establishing a financial stake in the company [5] - Oracle has signed a significant cloud deal with OpenAI, expected to involve $300 billion in computing power over about five years [6] - CoreWeave signed a five-year contract worth $11.9 billion with OpenAI [7] Group 3: Stargate Datacenter Project - The Stargate project is a joint venture between SoftBank, OpenAI, and Oracle to build data centers, with an investment of up to $500 billion for AI infrastructure [8]

As it always does following each quarter, Berkshire Hathaway recently disclosed the stocks it held in its massive equities portfolio at the end of the fourth quarter of 2025. This is a particularly special filing for followers of Berkshire because it will ultimately be the last quarter that Warren Buffett was CEO of the company he led for over six decades and built into one of the greatest wealth-generating machines in history. While Buffett will remain chairman of the board of directors, the 95-year-old ...

高盛表示，令投资者将们颇感意外的是，美股市场的金融股是净卖出规模最高的板块，而能源、医疗保 健与必需型消费品等长期以来的避险型防御板块的最新仓位则显示出现最大规模净买入。不过该机构未 将金融板块进一步细分为子类别。 "尽管从全球市场、美国以及欧洲市场的角度来看，半导体与软件之间的对冲基金仓位差距仍然非常极 端且严重拉伸，但这种轮动似乎放缓了，或出现了一些逆转，"摩根大通的这份报告显示。 该机构表示，在前一周遭遇创纪录规模的巨额抛售之后，美股市场的软件股标的确实出现了一些买盘净 回流，但未对该比较给出具体时间范围。 另一华尔街金融巨头高盛近日发布的客户投资说明则显示，从截至2月14日的当周之后，对冲基金投资 机构们的杠杆率有所上升，并接近一年以来的最高水平。与此同时，聚焦杠杆策略的对冲基金们杠杆率 回升接近一年高位，往往意味着一旦宏观/关税/地缘再出"显著噪音"，回撤也会更陡。 该客户说明称，全球股票市场的截至2月19日当周的最新净卖出规模已升至自美国总统唐纳德·特朗普去 年4月宣布一连串进口关税以来的最高水平。 智通财经APP获悉，华尔街金融巨头摩根大通(JPM.US)周二发给客户们的一份研究报告显示，有着" ...