Andy Jassy sounded the most confident of the whole group. AWS grew 39.3% in the third quarter, its fastest pace in nearly five years, and its backlog hit $578 billion. Amazon is now installing an AI accelerator about every 14 seconds, and customers are taking new capacity nearly as fast as it comes online, Amazon reported.

Investors are watching races in key states for pushback against the AI infrastructure build-out.

The U.S. stock market is drifting in mixed trading on Tuesday, with Apple falling but other Big Tech stocks picking up the slack following their own big swings. The S&P 500 added 0.2% in early trading,

A short report, an insider selling flood, and whispers that its biggest customer jumped ship sent Cerebras crashing below $100. One Wall Street analyst just slapped a Buy on the rubble and sees a path to triple-digit gains.

Although JPMorgan Chase has underperformed the broader market over the past year, Wall Street analysts maintain a moderately optimistic outlook about the stock’s prospects.

In 2021, a group of employees at OpenAI left to start a new company focused on the safe development of artificial intelligence. They named it Anthropic, a word that means “relating to humanity.” Later this month,

Dell's stock cratered more than 20% in a single month while analysts refuse to budge on sky-high price targets and a $95 billion backlog sits on the books. Something between the market and Wall Street is badly wrong,

While the top- and bottom-line numbers for Prudential (PRU) give a sense of how the business performed in the quarter ended September 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Wall Street and financial market players are watching this year's US midterm elections for more than which party controls Congress.