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The AI Buildout Needs Power It Cannot Get: 4 Energy Stocks Already Have It

MarketBeat

12:25 PM | Sunday | Oct 4, 2026

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Every valuation in the AI infrastructure trade rests on one quiet assumption: that compute stays scarce enough to keep prices high. That assumption is already showing cracks, and most investors haven't repriced for it.

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12:25 PM | Sunday | Oct 4, 2026

The AI Buildout Needs Power It Cannot Get: 4 Energy Stocks Already Have It

MarketBeat

Every valuation in the AI infrastructure trade rests on one quiet assumption: that compute stays scarce enough to keep prices high. That assumption is already showing cracks, and most investors haven't repriced for it.

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11:58 AM | Sunday | Oct 4, 2026

Jim Cramer Says He May Quit Amazon for the Rival That Jumped 24% in a Month

24/7 Wall Street

Jim Cramer said it live on CNBC's Squawk on the Street on September 28, 2026, after seeing a demonstration of a new AI shopping capability from Meta Platforms (NASDAQ:META | META Price Prediction): โ€œI'm an Amazon guy, but maybe I

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11:53 AM | Sunday | Oct 4, 2026

AI Is Burning Through More Money Than Any Technology Boom in History โ€” Now Comes the Hard Part

24/7 Wall Street

A $44.92 Billion Quarter Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) spent $44.92 billion on capital expenditures in the second quarter of 2026, up 100.1% from a year earlier. The company reported the figure on July 22, 2026.

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11:38 AM | Sunday | Oct 4, 2026

Amazon Wants to Move $8 Billion in Nvidia Chips Off Its Books. Is AI's Financing Model Starting to Change?

24/7 Wall Street

Amazon (NASDAQ:AMZN | AMZN Price Prediction) is in talks to move $8 billion of NVIDIA (NASDAQ:NVDA) Grace Blackwell chips into a special purpose vehicle, the Financial Times reported.

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11:16 AM | Sunday | Oct 4, 2026

Amazon Is Spending Another $1 Billion on AI Data Centers โ€” But This Time, It's Not Buying a Single GPU

24/7 Wall Street

Headline Number: $1 Billion for the Neighbors On October 2, 2026, Amazon (NASDAQ:AMZN | AMZN Price Prediction) attached a dollar figure to something no chip plant can make: permission to build.

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6:03 AM | Sunday | Oct 4, 2026

Amazon exec says finding FDE talent is very challenging: โ€˜These are unicorns'

Business Insider

Amazon Web Services has made a $1 billion bet on FDEs. Finding the right workers isn't easy, an Amazon exec told Business Insider.

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8:30 AM | Saturday | Oct 3, 2026

The next big AI battle is all about cuteness

Market Watch

On top of technical performance metrics, there seems to be a new criteria to judge AI agents by: cuteness.

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5:18 AM | Saturday | Oct 3, 2026

Maestria Partners LLC Sells 29,000 Shares of Amazon.com, Inc. $AMZN

Defense World

Maestria Partners LLC lowered its position in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 19.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 118,377 shares of the e-commerce giant's stock after selling 29,000 shares during the quarter.
Amazon.com comprises 9.8% of Maestria Partners LLC's investment

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5:18 AM | Saturday | Oct 3, 2026

Amazon.com, Inc. $AMZN Shares Acquired by NEOS Investment Management LLC

Defense World

NEOS Investment Management LLC lifted its position in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 10.8% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,933,172 shares of the e-commerce giant's stock after purchasing an additional 384,482 shares during the period.
Amazon.com

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4:42 AM | Saturday | Oct 3, 2026

denkapparat Operations GmbH Purchases 2,192 Shares of Amazon.com, Inc. $AMZN

Defense World

denkapparat Operations GmbH purchased a new position in shares of Amazon.com, Inc. (NASDAQ: AMZN) during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 2,192 shares of the e-commerce giant's stock, valued at approximately $522,000. Other institutional investors also

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