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Hyperscalers need $300 billion in annual AI revenue to break even: Goldman
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Microsoft only US hyperscaler with positive free cash flow as AI capex bites
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Amazon.com (AMZN) PT Raised to $375 at Goldman Sachs
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Bernstein raises eCommerce estimates on stronger Q2 growth data
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Citi sees Google, Meta and Amazon capex spending at over $800 billion in 2027
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Pennymac Names AWS as Preferred Cloud Provider, Expanding Strategic Agreement to Deploy Enterprise-Grade AI and Commercialize its Servicing Platform
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Amazon taps telehealth veteran to lead healthcare unit
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