Intel enters earnings facing a critical test of its turnaround.
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AMZN Earnings Preview: Can AWS Growth Justify the AI Spending Boom?
Amazon enters earnings with investors asking whether accelerating AWS demand can justify aggressive AI infrastructure spending.
AI Infrastructure Runs Hot into September
August closed with robust corporate earnings, and nowhere was that clearer than in the AI trade stocks. Last week’s standout report came from Dell (DELL), which jumped 16% after beating estimates and raising guidance. Dell is a leading server provider for AI data center infrastructure. Its results echoed what Nvidia (NVDA) showed a week earlier: […]