Amazon Raised Its 2026 Capex Guide to $220 Billion. Here's What Drove the Increase
Thu Oct-01 13:00:24guidance76
Amazon Raised Its 2026 Capex Guide to $220 Billion. Here's What Drove the Increase
AMZN ▼ REPRICINGwww.tikr.com ↗
Wed Oct-21 03:34:01
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🗞️ News
Constellation Energy-Amazon Lock 20-Year Nuclear Power Purchase Agreement, Stock Soars
Thu Oct-01 13:00:24partnership71
Constellation Energy-Amazon Lock 20-Year Nuclear Power Purchase Agreement, Stock Soars
AMZN · REPRICINGwww.benzinga.com ↗
Broadcom To Lend Up To $42 Billion To Anthropic For Infrastructure Lease Agreements, According To IPO Prospectus
Thu Oct-01 13:00:23partnership74
AVGO ▲ FRESHwww.benzinga.com ↗
Micron’s $73 Billion Cash Mountain Is About To Move — CFO Signals Bigger Buybacks: ‘We Have the Ability And the Intent…’
Thu Oct-01 13:00:22guidance70
MU ▲ FRESHwww.benzinga.com ↗
Micron, Alphabet, The Generation Essentials Group, Robinhood and Progress Software: Why These 5 Stocks Are on Investors' Radars Today
Thu Oct-01 13:00:22earnings76
MU ▲ FRESHGOOGL ▲ REPRICINGwww.benzinga.com ↗
Transcript: Micron Technology Q4 2026 Earnings Conference Call
Thu Oct-01 13:00:22earnings90
Transcript: Micron Technology Q4 2026 Earnings Conference Call
MU ▲ FRESHwww.benzinga.com ↗
Micron Delivers Q4 Double Beat, Sees 'Even Stronger' Year Ahead
Thu Oct-01 13:00:22earnings90
Micron Delivers Q4 Double Beat, Sees 'Even Stronger' Year Ahead
MU ▲ FRESHwww.benzinga.com ↗
Constellation, Amazon sign power deal for nuclear plant expansion By Investing.com
Wed Sep-30 21:20:32partnership70
Constellation, Amazon sign power deal for nuclear plant expansion By Investing.com
AMZN ▲ REPRICINGwww.investing.com ↗
Micron tops Q4 estimates on top and bottom lines, offers strong Q1 outlook
Wed Sep-30 21:20:32earnings90
Micron tops Q4 estimates on top and bottom lines, offers strong Q1 outlook
MU ▲ FRESHfinance.yahoo.com ↗
Micron forecasts quarterly revenue above estimates
Wed Sep-30 21:20:31guidance90
Micron forecasts quarterly revenue above estimates
MU ▲ FRESHNVDA ▲ REPRICINGwww.reuters.com ↗
Micron Technology Profit Climbs In Q4
Wed Sep-30 21:20:31earnings90
Micron Technology Profit Climbs In Q4
MU ▲ FRESHwww.rttnews.com ↗
Micron beats Q4 estimates on AI-fueled demand, gives strong fiscal 2027 outlook By Investing.com
Wed Sep-30 21:20:30earnings90
Micron beats Q4 estimates on AI-fueled demand, gives strong fiscal 2027 outlook By Investing.com
MU ▲ FRESHwww.investing.com ↗
Micron forecasts quarterly revenue above estimates
Wed Sep-30 21:20:30guidance90
Micron forecasts quarterly revenue above estimates
MU ▲ FRESHNVDA ▲ REPRICINGwww.channelnewsasia.com ↗
Micron (NASDAQ:MU) Delivers Strong Q3 Numbers But Inventory Levels Increase
Wed Sep-30 21:20:29earnings90
Micron (NASDAQ:MU) Delivers Strong Q3 Numbers But Inventory Levels Increase
MU ▲ FRESHmarkets.financialcontent.com ↗
Micron Forecast Tops Estimates After Demand Outstrips Supply
Wed Sep-30 21:20:29guidance90
Micron Forecast Tops Estimates After Demand Outstrips Supply
MU ▲ FRESHwww.bloomberg.com ↗
Synopsys projects 15% revenue growth, $1B buyback planned By Investing.com
Wed Sep-30 21:20:29guidance79
Synopsys projects 15% revenue growth, $1B buyback planned By Investing.com
AMZN · REPRICINGwww.investing.com ↗
Micron impresses with $54.2 billion in Q4 revenue | FXStreet
Wed Sep-30 21:20:29earnings90
Micron impresses with $54.2 billion in Q4 revenue | FXStreet
MU ▲ FRESHwww.fxstreet.com ↗
Micron forecasts quarterly revenue above estimates By Reuters
Wed Sep-30 21:20:29guidance90
Micron forecasts quarterly revenue above estimates By Reuters
MU ▲ FRESHNVDA ▲ REPRICINGwww.investing.com ↗
Micron Technology, Inc. Reports Record Fiscal Fourth-Quarter and Full-Year 2026 Results
Wed Sep-30 21:20:29earnings90
Micron Technology, Inc. Reports Record Fiscal Fourth-Quarter and Full-Year 2026 Results
MU ▲ FRESHwww.manilatimes.net ↗
Micron Technology Profit Climbs In Q4
Wed Sep-30 21:20:28earnings90
Micron Technology Profit Climbs In Q4
MU ▲ FRESHwww.finanzen.ch ↗
Constellation and Amazon Announce 20-Year Power Purchase Agreement Adding 190 Megawatts of Nuclear Capacity at Calvert Cliffs
Wed Sep-30 21:10:11partnership70
AMZN ▲ REPRICINGwww.wallstreet-online.de ↗
Micron tops Q4 estimates on top and bottom line, offers strong Q1 outlook
Wed Sep-30 21:10:11earnings90
Micron tops Q4 estimates on top and bottom line, offers strong Q1 outlook
MU ▲ FRESHfinance.yahoo.com ↗
Constellation and Amazon Announce 20-Year Power Purchase Agreement Adding 190 Megawatts of Nuclear Capacity at Calvert Cliffs
Wed Sep-30 21:10:09partnership71
AMZN ▲ REPRICINGfinance.yahoo.com ↗
Micron Technology Sees Q1 Adj EPS $37.15-$39.15 vs $35.07 Est; Sees Sales $60.000B-$63.000B vs $56.553B Est
Wed Sep-30 21:07:31guidance90
MU ▲ REPRICINGwww.benzinga.com ↗
Micron Technology Sees Q1 GAAP EPS $36.84-$38.84 vs $34.97 Est; Sees Sales $60.000B-$63.000B
Wed Sep-30 21:07:31guidance90
Micron Technology Sees Q1 GAAP EPS $36.84-$38.84 vs $34.97 Est; Sees Sales $60.000B-$63.000B
MU ▲ REPRICINGwww.benzinga.com ↗
Micron Technology Q4 Adj. EPS $33.42 Beats $31.45 Estimate, Sales $54.229B Beat $50.751B Estimate
Wed Sep-30 21:02:25earnings90
Micron Technology Q4 Adj. EPS $33.42 Beats $31.45 Estimate, Sales $54.229B Beat $50.751B Estimate
MU ▲ FRESHwww.benzinga.com ↗
Nvidia's record buyback exposes strange Wall Street gap
Wed Sep-30 21:00:14earnings77
Nvidia's record buyback exposes strange Wall Street gap
NVDA ▲ REPRICINGwww.sunherald.com ↗
Micron Q4 2026 Earnings Call: Live Updates of $MU Earnings, Outlook
Wed Sep-30 21:00:14earnings73
Micron Q4 2026 Earnings Call: Live Updates of $MU Earnings, Outlook
MU ▲ FRESHwww.sunherald.com ↗
Synopsys stock analysis: what does today's news tell investors? By Investing.com
Wed Sep-30 21:00:13partnership75
Synopsys stock analysis: what does today's news tell investors? By Investing.com
AMZN ▲ REPRICINGwww.investing.com ↗
Anthropic's $11.6 Billion Quarter Just Changed How the Market Should Read the S-1
Wed Sep-30 21:00:13earnings85
Anthropic's $11.6 Billion Quarter Just Changed How the Market Should Read the S-1
GOOGL ▲ REPRICINGAMZN ▲ REPRICINGAVGO ▲ REPRICINGfinance.yahoo.com ↗
Meta Federal Tax Credit Powers Massive AI Data Center Savings
Wed Sep-30 21:00:13regulatory70
Meta Federal Tax Credit Powers Massive AI Data Center Savings
META ▼ REPRICINGNVDA ▲ REPRICINGen.cryptonomist.ch ↗
Micron Q4 2026 Earnings Call: Live Updates of $MU Earnings, Outlook
Wed Sep-30 21:00:12earnings73
Micron Q4 2026 Earnings Call: Live Updates of $MU Earnings, Outlook
MU ▲ FRESHwww.fresnobee.com ↗
Nvidia's record buyback exposes strange Wall Street gap
Wed Sep-30 21:00:12earnings77
Nvidia's record buyback exposes strange Wall Street gap
NVDA ▲ REPRICINGwww.sacbee.com ↗
Hewlett Packard Enterprise Company Secures Its First Amd Helios Order in $1.2 Billion Deal with Vultr
Wed Sep-30 20:50:22partnership70
AMD ▲ FRESHwww.marketscreener.com ↗
HPE (HPE) Stock: Surges After $1.2 Billion Vultr AI Infrastructure Deal
Wed Sep-30 20:50:21partnership70
HPE (HPE) Stock: Surges After $1.2 Billion Vultr AI Infrastructure Deal
AMD ▲ FRESHblockonomi.com ↗
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Hewlett Packard Enterprise Stock Soars to Fresh Record on Raised Revenue Targets, $1.2B Server Deal
Wed Sep-30 20:50:20guidance82
Hewlett Packard Enterprise Stock Soars to Fresh Record on Raised Revenue Targets, $1.2B Server Deal
AMD ▲ FRESHwww.investopedia.com ↗
Amazon Signs $1 Billion Synopsys Deal as AWS Steps Up Nvidia Challenge
Wed Sep-30 20:37:23partnership70
Amazon Signs $1 Billion Synopsys Deal as AWS Steps Up Nvidia Challenge
AMZN ▲ REPRICINGNVDA ▼ REPRICINGwww.benzinga.com ↗
Trump's FTC is investigating OpenAI and Anthropic after White House meeting
Wed Sep-30 20:30:16regulatory70
Trump's FTC is investigating OpenAI and Anthropic after White House meeting
GOOGL · PRICEDwww.independent.co.uk ↗
GMI Cloud Raises $668 Million To Expand Global AI Infrastructure
Wed Sep-30 20:20:29other72
GMI Cloud Raises $668 Million To Expand Global AI Infrastructure
NVDA ▲ REPRICINGpulse2.com ↗
How Firmus reshaped its AI empire around Meta's capex boom
Wed Sep-30 20:10:17partnership71
How Firmus reshaped its AI empire around Meta's capex boom
META ▲ FRESHwww.capitalbrief.com ↗
Micron Earnings Preview: Another Beat And Guide Above Street... But SCAs May Cap Upside Surprise
Wed Sep-30 20:00:32earnings77
Micron Earnings Preview: Another Beat And Guide Above Street... But SCAs May Cap Upside Surprise
MU ▲ FRESHwww.zerohedge.com ↗
Alphabet Rides on Google Services Growth: Can It Beat META & AAPL?
Wed Sep-30 19:30:15earnings72
Alphabet Rides on Google Services Growth: Can It Beat META & AAPL?
GOOGL ▲ PRICEDMETA ▼ FRESHAAPL ▼ PRICEDfinance.yahoo.com ↗
FTC launches broad AI probe into OpenAI, Anthropic and others after rogue agent incidents
Wed Sep-30 19:20:32regulatory70
FTC launches broad AI probe into OpenAI, Anthropic and others after rogue agent incidents
GOOGL · PRICEDwww.firstpost.com ↗
Anthropic, OpenAI, Meta, SpaceX Sign Trump Accord Amid Financial Flubs
Wed Sep-30 19:10:18other84
Anthropic, OpenAI, Meta, SpaceX Sign Trump Accord Amid Financial Flubs
META ▲ FRESHwww.nakedcapitalism.com ↗
Live: Will Micron Smash Q4 Earnings Tonight After the Market Close?
Wed Sep-30 19:10:16earnings85
Live: Will Micron Smash Q4 Earnings Tonight After the Market Close?
MU · FRESH247wallst.com ↗
Synopsys and Amazon sign $1bn multi-year IP agreement for custom chip development
Wed Sep-30 19:10:16partnership70
Synopsys and Amazon sign $1bn multi-year IP agreement for custom chip development
AMZN ▲ REPRICINGwww.datacenterdynamics.com ↗
Amazon Signs Up As Synopsys' Lead Customer In $1B Chip Pact - Synopsys (NASDAQ:SNPS)
Wed Sep-30 19:10:14partnership70
Amazon Signs Up As Synopsys' Lead Customer In $1B Chip Pact - Synopsys (NASDAQ:SNPS)
AMZN ▲ REPRICINGwww.benzinga.com ↗
Amazon Signs Up As Synopsys' Lead Customer In $1 Billion-Plus Chip Pact
Wed Sep-30 19:02:34partnership71
Amazon Signs Up As Synopsys' Lead Customer In $1 Billion-Plus Chip Pact
AMZN ▲ REPRICINGwww.benzinga.com ↗
Cspeed, Inc. announced that it has received $145 million in funding from a group of investors
Wed Sep-30 18:50:18m&a70
Cspeed, Inc. announced that it has received $145 million in funding from a group of investors
NVDA · REPRICINGwww.marketscreener.com ↗
Synopsys signs chip deal with AWS worth over $1bn
Wed Sep-30 18:50:16partnership70
Synopsys signs chip deal with AWS worth over $1bn
AMZN ▲ REPRICINGwww.marketscreener.com ↗