2026-09-26 11:41:02 UTC#372275newreportednews
Big Tech Middle East data center expansion plans face uncertainty amid Iran conflict
yahooimportance 0.60trust 0.50Amazon.com, Inc. -0.30Alphabet Inc. -0.30Microsoft Corporation -0.30+2 entities
Amazon (AMZN) stock news
Amazon (AMZN) stock news. Deduplicated factual headlines, scored for importance, with entity sentiment and the sectors, countries, and asset classes affected. Updates open into the storyline.
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2026-09-25 21:00:22 UTC#371077newreportednews
Alphabet, Amazon, Meta, Microsoft, and Oracle projected to spend $4.2 trillion in capex through 2029, FactSet estimates
cheddarflowimportance 0.50trust 0.50Alphabet Inc. +0.20Amazon.com, Inc. +0.20Meta Platforms, Inc. +0.20+2 entities
2026-09-25 19:00:09 UTC#370638newconfirmednews
Tony Blair Institute offers political access to corporate members paying $25,000 annually, FT reports
ftimportance 0.40trust 0.90Tony Blair Institute for Global Change -0.20BP p.l.c. -0.10Uber Technologies, Inc. -0.10+2 entities
2026-09-25 14:36:00 UTC#369374newconfirmedanalysis
Microsoft and Amazon compete for quantum computing dominance despite industry challenges
dow_jonesimportance 0.40trust 0.70Microsoft Corporation 0Amazon.com, Inc. 0Delft University of Technology -0.20+2 entities
2026-09-25 13:54:51 UTC#369135duplicateconfirmednews
Michael Burry warns record AI infrastructure spending risks future write-offs for Big Tech
2026-09-25 13:46:06 UTC#369064duplicateconfirmednews
Anthropic seeks 50.1% founder voting control ahead of potential IPO
yahooimportance 0.30trust 0.50Anthropic PBC +0.10Amazon.com, Inc. 0Palantir Technologies Inc. 0+1 entities
2026-09-25 12:52:19 UTC#368747duplicateconfirmednews
Goldman Sachs projects 2027 AI infrastructure spending by major tech firms to reach $1.2 trillion
polymarketimportance 0.30trust 0.70Goldman Sachs Group, Inc. +0.50Amazon.com, Inc. +0.40Meta Platforms, Inc. +0.40+2 entities
2026-09-25 12:41:24 UTC#368726duplicatereportednews
Michael Burry warns Microsoft, Amazon, Alphabet, Meta, and Oracle face AI infrastructure write-down risks
yahooimportance 0.30trust 0.40Michael Burry -0.30Microsoft Corporation -0.30Amazon.com, Inc. -0.30+2 entities
2026-09-25 12:18:47 UTC#368525newconfirmednews
Goldman Sachs forecasts 2027 AI infrastructure spending by top 5 US hyperscalers to reach $1.2 trillion
walter_bloombergimportance 0.60trust 0.70Goldman Sachs Group, Inc. +0.30Amazon.com, Inc. +0.30Alphabet Inc. +0.30+3 entities
2026-09-25 12:16:38 UTC#368544newconfirmedanalysis
Goldman Sachs: Hyperscalers need $300B in AI revenue to break even on investments
yahooimportance 0.50trust 0.70The Goldman Sachs Group, Inc. -0.30Amazon.com, Inc. -0.20Oracle Corporation -0.20+2 entities
2026-09-25 08:09:59 UTC#367453duplicateconfirmednews
Michael Burry warns record AI infrastructure spending by Big Tech may lead to significant future write-offs
seekingalpha.comimportance 0.40trust 0.60Michael Burry -0.30Microsoft Corporation -0.20Amazon.com, Inc. -0.20+2 entities
2026-09-25 07:31:00 UTC#367371newreportedanalysis
Jefferies' Chris Wood questions sustainability of $990bn hyperscaler AI capex, eyes India IT as reverse trade
zerodha pulseimportance 0.50trust 0.60Jefferies Financial Group Inc. -0.30Christopher Wood -0.30Meta Platforms, Inc. -0.30+3 entities
2026-09-25 06:45:32 UTC#367173newconfirmednews
New $100 million philanthropic fund launched for wildfire prevention in South America
2026-09-25 05:30:00 UTC#366892newconfirmedanalysis
Morgan Stanley's Mauboussin: Tech cash burn for high-return AI investments creates long-term value
dow_jonesimportance 0.40trust 0.80Michael Mauboussin +0.10Morgan Stanley 0Amazon.com, Inc. +0.10+2 entities
2026-09-24 22:58:15 UTC#365968duplicateconfirmednews
Bloomberg's The Close covers market impact of rising oil prices and Treasury yields
bloombergimportance 0.30trust 0.90MSCI Inc. -0.10Henry Fernandez -0.10North Atlantic Treaty Organization 0+16 entities
2026-09-24 20:07:00 UTC#365684duplicateconfirmednews
Jeff Bezos has invested $30 billion in Blue Origin, WSJ reports
dow_jonesimportance 0.40trust 0.90Jeff Bezos +0.30Blue Origin +0.40Amazon.com, Inc. +0.20+2 entities
2026-09-24 17:01:00 UTC#364298newconfirmednews
FTC expands Amazon Prime settlement, increasing maximum consumer refund payments from $51 to $200
dow_jonesimportance 0.40trust 0.90Federal Trade Commission 0Amazon.com, Inc. -0.30Amazon Prime -0.30
2026-09-24 15:13:20 UTC#363670updateconfirmednews
Amazon blocks Meta's Muse AI shopping assistant from marketplace access amid commerce tensions
2026-09-24 14:48:45 UTC#363496newconfirmedanalysis
Apple Watch adds ambient audio features like Siri Recap, joining industry trend of wearable listening devices
2026-09-24 13:33:17 UTC#363152duplicateconfirmednews