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Amazon  heads into its April 29 earnings with investors focused on one key theme:  whether its aggressive AI investments, particularly its partnership with Anthropic, can justify rising costs and sustain growth momentum . Strong Growth Expected, But Not the Main Focus Consensus estimates point to steady performance: Revenue:  ~US$177.2 billion ( +13.8% YoY ) EPS:  ~US$1.65 ( +4% YoY ) However, the spotlight is less on headline numbers and more on  AI monetisation, AWS growth, and capital allocation . AI Partnership Driving Bullish Sentiment Amazon’s deepening relationship with  Anthropic  is a major catalyst: Additional US$5 billion investment announced Total potential commitment of up to  US$20 billion This strengthens Amazon’s  “AI ecosystem strategy” , positioning AWS as a platform for  third-party and proprietary AI models . AWS Growth and AI Monetisation Key Investors will closely watch  Amazon Web Services : AI annualised reve...

Amazon (AMZN.US)  is showing  strong bullish momentum , with technical indicators suggesting the rally may have further room to run following a sharp rebound from recent lows. Strong Rebound From Key Support Levels Amazon shares have surged in recent sessions, climbing  over 11% this week , marking its  strongest weekly performance since early 2023 . The rally was triggered by a  double bottom formation near US$200 , a key psychological and technical support level. This pattern was reinforced by bullish candlestick signals, indicating a  potential trend reversal . The stock is currently trading around  US$238 , still about  10% below its 52-week high , leaving room for upside. Bullish Technical Patterns Emerging Several positive technical signals are now in play: Inverse head-and-shoulders pattern breakout Bullish island reversal , reclaiming the  200-day moving average Break above a  bear flag formation  on the weekly chart These p...

Amazon has cut at least 100 white-collar roles in its robotics division, marking another round of layoffs as the company continues to streamline operations and lean further into artificial intelligence. Robotics Division Affected Amazon.com Inc.  confirmed that staff were laid off across its robotics unit, which designs warehouse automation systems and robotic conveyance technologies. At least 100 white-collar jobs were affected, according to sources familiar with the matter. The robotics division focuses on: Warehouse automation systems Robotic arms and sorting technology Efficiency improvements in fulfillment centres Key Point: Amazon is trimming robotics staff as part of broader AI-driven efficiency restructuring. Layoffs Continue After Massive Cuts This follows: January 2026:  About 16,000 job cuts October 2025:  Around 14,000 white-collar roles eliminated In total, Amazon has trimmed roughly  30,000 corporate positions , nearly 10% of its white-collar workforce....

Quick Summary Trump convenes  Amazon, Google, Meta, Microsoft and others Firms to pledge covering electricity costs for AI data centres Move aims to prevent  higher consumer power bills Pledge is  non-binding , critics call it “toothless” Big Tech Called to the White House US President  Donald Trump  will host technology executives on March 4 to sign pledges committing their firms to fund electricity supply for energy-intensive AI data centres. Expected attendees include: Amazon Alphabet Meta Platforms Microsoft xAI Oracle OpenAI Key point: Tech firms will be asked to build, buy or secure their own power supply for new AI facilities. Why This Matters AI data centres: Consume massive amounts of electricity Increase strain on power grids Contribute to rising electricity prices US electricity prices have climbed  6% year-on-year , reaching  17.24 cents per kWh in December . With mid-term elections approaching, Trump faces mounting political pressure over ...

Quick Summary Amazon may invest  up to US$50 billion in OpenAI US$15b upfront , US$35b tied to IPO or AGI milestone SoftBank & Nvidia reportedly eye  US$30b each OpenAI IPO valuation could reach  US$1 trillion Deal Structure Still Conditional According to  The Information ,  Amazon  is negotiating a massive funding deal with  OpenAI  that could total  US$50 billion . The proposed structure: US$15 billion immediate investment US$35 billion contingent  on: OpenAI achieving  artificial general intelligence (AGI) Or pursuing a  public listing (IPO) Key point: The majority of Amazon’s capital is milestone-based, reducing upfront risk. AI Funding War Intensifies Other major players reportedly joining the round: SoftBank Group  – US$30 billion (in stages) Nvidia Corp  – US$30 billion (in stages) Backed by existing partner  Microsoft If finalized, Amazon could become  the largest single contributor  in Open...

Quick Summary Big Tech plans ~US$650B in capital spending for 2026 , driven by the AI race Alphabet, Amazon, Meta, and Microsoft  are building massive data-centre capacity Spending rivals  19th-century railroads and the 1990s telecom boom Investors are uneasy about  execution risks, bottlenecks, and returns What’s Driving the Spending Surge Four US tech giants —  Alphabet ,  Amazon ,  Meta Platforms , and  Microsoft  — are racing to dominate AI by pouring cash into  data centres, AI chips, networking gear, and power infrastructure . Total 2026 capex forecast: ~US$650 billion , up  ~60% year-on-year  — a scale unseen this century. Analysts compare the moment to  the telecom bubble ,  US railroad build-out , or  post-war highway spending . Eye-Popping Company Plans Meta:  Up to  US$135B  in 2026 capex ( ~+87% ) Microsoft:   ~US$105B  for FY ending June (Q2 capex  +66% YoY ) Alphabet:  ...

Why This Matters Amazon employees expecting  large-scale layoffs  were rattled after a  premature internal email  hinted at further workforce reductions — reigniting concerns that cost-cutting at the tech giant is not over yet. What Happened Amazon.com Inc  accidentally sent a  layoff-related email and meeting invite  before official communications were ready. The email, titled  “Project Dawn,”  came from  Colleen Aubrey , Amazon’s Senior Vice President. It referenced  “impacted colleagues”  in: United States Canada Costa Rica A follow-up message from HR chief  Beth Galetti  was mentioned —  but was never sent . The scheduled meeting was later  cancelled , adding to confusion and anxiety. Key point:   The email was sent prematurely, but confirmed layoffs are still expected. Employee Reaction The message spread rapidly across  internal forums and Reddit . Employees are actively speculating on: Scale...

US equities closed mixed, but  headline strength hid meaningful internal rotation . The  S&P 500 Index  closed at a  record 6,978.60 , lifted by semiconductors, cloud infrastructure and megacap tech. Meanwhile, the  Dow Jones Industrial Average  fell nearly  0.8% , dragged down by a collapse in managed-care stocks. This was  not a risk-on / risk-off day  — it was a  sector verdict day . What Drove the Record Close 1. AI + Semiconductor Momentum Is Re-asserting Itself Leadership came decisively from  AI-linked compute and memory , reinforcing the idea that  2026 earnings expectations are being rewritten higher  in this segment. Key movers: Micron Technology  +5.4% Intel  +3.4% Amazon  +2.6% Microsoft  +2.2% This confirms a  market preference for AI enablers with visible revenue , not speculative narratives. Notably,  memory (MU)  continues to outperform compute, suggesting investors se...

Amazon and Nvidia have deepened their AI alliance, integrating Nvidia’s accelerated computing technologies directly into Amazon Web Services’ (AWS) next-generation custom silicon — marking a major escalation in the global AI infrastructure arms race. At AWS re:Invent, the two tech giants unveiled expanded support for  Nvidia NVLink Fusion , a new interconnect architecture that links Nvidia GPUs with AWS-designed chips such as  Trainium4  and future  Graviton  processors. AWS is building its future AI platforms using  NVLink Fusion + Nvidia MGX rack architecture , creating a unified high-performance fabric capable of powering the next wave of large-scale AI models. Advanced GPU Access & Sovereign AI Clouds AWS is also broadening access to  Nvidia’s Blackwell GPUs , which now power AWS’s new  AI Factories  — dedicated sovereign AI cloud clusters designed for global enterprises needing local, regulation-compliant compute. Nvidia says this ma...

 Amazon has officially stepped deeper into the  AI arms race , launching  Trainium 3 , a new chip built to challenge Nvidia’s dominance in the GPU market. The latest hardware — available through Amazon Web Services — promises  4x faster model training  than its predecessor while using the  same energy footprint . Each cluster of Amazon’s new “UltraServers” can run up to  144 Trainium 3 chips , enabling large-scale LLM training at hyperscaler level. The move positions Amazon directly against  Google and Nvidia , both of which dominate today’s AI infrastructure landscape. Google’s lead in the AI model race has reportedly pushed  OpenAI CEO Sam Altman  into a “code red” mode. Crypto Miners Become AI’s New Powerhouses The AI boom has created a problem even Big Tech struggles with:  massive energy and space requirements . Enter crypto miners — companies already running large-scale, power-heavy data centers. After the  2024 Bitcoin h...

Wall Street ended the week higher, with the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average all gaining ground as Amazon’s strong earnings and Tesla’s rebound boosted investor sentiment. Index Performance Nasdaq Composite  rose 143.81 points (+0.6%) to 23,724.96 S&P 500  added 17.86 points (+0.3%) to 6,840.20 Dow Jones Industrial Average  inched up 40.75 points (+0.1%) to 47,562.87 Amazon Leads Tech Surge Amazon (AMZN) was the standout performer, climbing 9.6% after delivering robust third-quarter results and an upbeat outlook. Shares reached an intraday record of $255.50 before easing slightly. Tesla (TSLA) rebounded 3.8%, recovering from a 4.6% decline the previous day, while Netflix (NFLX) gained 2.7% after announcing a 10-for-1 stock split. In a market poll, Amazon was voted the top buy choice with 63% of votes, followed by Tesla at 25% and Netflix at 12%. Meta, Microsoft Drag the “Magnificent Seven” Lower Despite broad market gains, only Amazon an...

US stock futures rose in early Asian trading as upbeat earnings from  Amazon.com  and  Apple Inc.  helped lift sentiment following a volatile session that saw sharp declines in major technology names. Tech Earnings Drive Overnight Turnaround Amazon  surged up to  15% in after-hours trading  after reporting its  fastest AWS growth in nearly three years , while  Apple  advanced following a  better-than-expected quarterly revenue  and a  bullish holiday outlook . Futures tied to the  S&P 500  and  Nasdaq 100  gained, partly offsetting Thursday’s broad selloff driven by concerns over heavy  AI spending  and the  Federal Reserve’s cautious tone  on rate cuts. Meta Platforms  tumbled 11% after unveiling a  US$30 billion bond issuance  and rising AI-related costs, dragging the  Nasdaq 100 down 1.5%  and the  S&P 500 down 1%  earlier in the day. “Th...