$AMZN

AI data centers demand distributed power solutions, favoring GE Vernova, Bloom Energy, and Kodiak Gas Services while creating headwinds for traditional utilities like NextEra Energy.

Roundhill files for Magnificent Seven Plus ETF combining mega-cap tech stocks with AI and space companies including Anthropic, OpenAI, and SpaceX.

Datalec Precision Installations establishes new Saudi Arabia entity to expand Middle East data center capabilities amid kingdom's ambitious 1.5GW capacity push.

O'Leary's $115B AI data center investment faces local opposition, environmental concerns, supply shortages, and $156B in blocked competitor projects.

Amazon launches Supply Chain Services to license its logistics network to major brands. Early adopters include P&G and 3M; stock rallies near 52-week highs.

U.S. stocks fell as Iranian drone strike on UAE port sent crude above $114/barrel, triggering inflation concerns and potential Fed rate hike expectations by March 2027.

Amazon's new supply chain service triggered a 13% stock decline for GXO Logistics, threatening enterprise logistics contracts but possibly sparing GXO's complex specialized services.

UPS shares plunged 9.8% after Amazon launched competing logistics service targeting SMBs, threatening UPS's core business as the company intentionally reduces Amazon volumes.

Stock market's 31% annual return justified by AI-driven earnings growth and job creation. Closed-end fund USA offers 10.3% yield at 10% NAV discount.

S&P 500 earnings crush expectations with 27.8% EPS growth in Q1 2026. All 11 sectors beat estimates amid robust 3.5% GDP growth, though rising rates pose risks.

Intuitive.ai achieves AWS Data and Analytics Competency, signaling enterprise pivot toward reliable data foundations for AI deployment.

S&P 500 earnings growth hits 15.1% led by 46% tech expansion. Strong beat rates mask mixed investor reactions to capital spending guidance.

Amazon needs just 4% gain to reach $3 trillion valuation. Q1 results show 17% sales growth and triple-digit AI revenue expansion across AWS, advertising, and new satellite service.

Google Cloud revenue surged 63% in Q1 2026, far outpacing Microsoft Azure (40%) and Amazon AWS (28%), driven by Gemini AI adoption and custom chip development.

Meta raised 2026 AI capex guidance to $125-145B, sparking 8.6% stock drop amid concerns over unclear monetization versus competitors.

Intel reports 7.2% revenue growth and expanding margins in Q1 2026, with major deals from Amazon and Google validating its foundry strategy shift.

Marvell surges nearly 100% in 2026 as hyperscalers develop custom AI chips, outpacing Nvidia's 7% gain as ASIC adoption accelerates.

AI chip startup Cerebras targets $3.5B IPO with 28M shares at $115-$125, challenging NVIDIA with claims of superior hardware performance and demonstrating $10B+ investor demand.

Apple authorized $100B in buybacks while limiting AI capex to $4.3B, reporting 17% revenue and 22% EPS growth, signaling confidence in capital-light edge-based AI strategy.

GameStop bids $56 billion for eBay at $125/share, threatening proxy fight if rejected. eBay rises 9% as Cohen pursues aggressive e-commerce expansion strategy.