Nasdaq AMZN Amazon

Key PointsAlphabet, Amazon, and Microsoft hold noncancelable minimum-spending commitments from Anthropic of at least $114.5 billion, $110 billion, and $44.9 billion, respectively.

Substantial capital expenditure requirements for AI infrastructure continue to tighten financial resources.

GLW's Q3 earnings beat estimates as AI-driven Optical Communications surged, margins improved and upbeat Q4 guidance reinforced its growth outlook.

Key PointsElon Musk recently warned that the tech sector could be heading into a period of “death and consolidation” among neoclouds.

Key PointsSpace Exploration Technologies' biggest risk is its current AI infrastructure build-out plans.

Key PointsOklo has major customer commitments, but it and Nano Nuclear Energy still lack approval to build or operate a reactor.

While the Fed kept rates steady, as expected, Microsoft and Ford beat, while Alphabet and ServiceNow missed on earnings.

Key PointsAnthropic warns that data center moratoriums could threaten access to the computing capacity its business needs.

AMZN's Q3 earnings hinge on AWS revenue growth, a $496 billion backlog and AI partnerships, but soaring capital spending can pressure margins and free cash flow.

GNRC's Q3 earnings beat estimates on robust C&I demand and data center growth, while revenues miss expectations despite a 16% year-over-year increase.

Key PointsNvidia’s addressable market has increased as the company has expanded its product offering.

IBM and QCOM are expanding their AI footprints, but contrasting growth prospects, competitive pressures and valuations make one stock more attractive.

Several factors are driving United Parcel Service’s (NYSE: UPS) stock price reversal in 2026, all pointing to what matters most to investors: dividend safety. In a world where AI stocks are getting hammered for spending, debt, negative cash flow, and a lack of investor returns,

Etsy (ETSY) delivered earnings and revenue surprises of +15.67% and +3.51%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

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Key PointsShares of Nvidia, Netflix, and Amazon have soared more than 12,000% in a span of 20 years.

Amazon is set to report Q3 results after market hours on Thursday, Oct. 29, as Wall Street weighs accelerating AWS growth, expanding AI opportunities, and massive capital expenditures.

Key PointsWall Street will closely monitor capital expenditures forecasts when Alphabet and Amazon report earnings this week.

Alphabet's Q3'26 earnings are expected to benefit from AI-driven Search growth and surging Cloud demand, with strong advertising and infrastructure momentum.

Key PointsAlphabet owns about 14% of Anthropic.