Capex by Amazon, Google, Meta, and Microsoft is rising to eye-watering levels next year and beyond, fueled by the generative ...

Dive into Amazon's Q3 2024 earnings expectations, with insights on e-commerce and cloud sales growth, advertising revenue, ...

Artificial Intelligence (AI) has clearly been the dominant investment theme of 2024 and is the next major technology wave.

Since the last time I wrote about the e-commerce giant Amazon ... generative AI segment, a market that's expected to grow by over 17x by 2030 from its 2023 levels (see chart below).

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Without the red-hot investment ... AI stocks, the S&P 500 would be around 4,370, 19% lower than today, all else being equal,” they said in a note to clients on Thursday, offering the below chart ...

The Nasdaq’s impressive year-to-date growth now stands at 27%, outpacing the S&P 500’s 23% gain and the Dow’s 12% increase ...

A key issue raised by the firm’s analysts is potential losses stemming from Microsoft's AI partner ... Key concerns include Amazon's investments in Project Kuiper, pressure from Fulfillment ...

IT spending remains constricted by uncertainty and the dilutive effects of AI funding In the chart below ... The implication is that AI investments are going to have to start throwing off positive ...

Google parent Alphabet said on Tuesday its AI investments were "paying off" as it reported a 35% surge in its cloud business and U.S. election-related spending lifted YouTube ad sales in the third ...

The bot can also answer customer queries, generate charts ... its big investment in ChatGPT. In September, Amazon said it would invest "up to $4bn [£3.2bn]" in Anthropic, an AI firm set up ...

Amazon.com, Inc.'s digital ad business & AWS show strong growth, with AWS boasting a 38.1% operating margin in Q3. Click for ...