Tag
amzn
FinanceBig Tech earnings week (Oct 28 to Nov 2): the dates and the AI-capex lines to read
Microsoft and Alphabet report Oct 28, Amazon Oct 29, Apple Nov 2. Here's each company's last capex guidance and the lines worth checking first.
FinanceGPU-backed financing and SPVs, explained (plus Amazon's reported $8B chip deal)
Companies are borrowing against AI chips and moving them into special-purpose vehicles. How it works, why, and what Reuters and the FT reported about Amazon.