FOUND: 11 - You Need To See This

Why Dan Ives Is Betting on 35% Upside for Oracle Stock: This ‘Secret Sauce’ Will Make ORCL a Key Part of the ‘AI Revolution’

Ives and his team have a price target of $225 for Oracle.

Barchart · Apr 29

AWS and OpenAI confirm cloud partnership — a day after ChatGPT maker ended its Microsoft exclusivity

AWS is already a big investor in OpenAI – Amazon Bedrock now gets access to more models after Microsoft loses exclusivity.

TechRadar · Apr 29

ALAB, MRVL: Why the Biggest Winners from Amazon’s $100 Billion Anthropic Deal Could Be These 2 Stocks

Both of these companies are expected to see a windfall from the $100 billion Anthropic-Amazon deal.

Barchart · Apr 29

3 Stocks Leading the Charge in the Agentic AI Era

Amazon, Salesforce, and Alphabet are each building distinct positions in agentic AI through infrastructure, enterprise software, and vertical integration.

MarketBeat · Apr 28

Amazon Is Now a Chip Company, and AMZN Stock Is Worth Buying Even at All-Time Highs

Amazon's Inferentia chips could make it a serious player for AI on the edge, boosting its margins significantly.

Barchart · Apr 28

Do Wall Street Analysts Like Amazon.com Stock?

Amazon.com has outperformed the broader market over the past year, and analysts are highly optimistic about the stock’s prospects.

Barchart · Apr 28

OpenAI and Microsoft make a huge change to their exclusive partnership - does this open the door for AWS to swoop in?

OpenAI says it wants to serve all customers regardless of cloud provider, but Microsoft remains a "primary" provider.

TechRadar · Apr 28

OpenAI breaks free of Microsoft's cloud

With its newest partnership deal OpenAI gets the cloud freedom Anthropic always had.

Axios · Apr 28

Amazon Just Signed a Major Deal to Supply Its In-House Chips to Meta Platforms. AMZN Stock Now Has Multiple AI Chip Catalysts.

With demand surging, Amazon is moving beyond cloud into AI chips, and its growing silicon push is opening multiple new growth catalysts.

Barchart · Apr 27

Amazon's Chip Business Is Bigger Than AMD, Could Soon Pass Broadcom, Intel

Amazon’s chip business is scaling rapidly and approaching the size of top semiconductor firms, yet investors still largely value the company as a cloud and retail player.

Barchart · Apr 27