WS #13373

05:22→05:51 UTC

From 382 msgs · 8 key-dev

Amazon crosses $3T on strong AI/cloud growth; Oracle downgraded to BBB- on AI debt and OpenAI concentration; Palantir raises guidance; AI trade shows bifurcation.

Big Tech earnings and AI capex divergence

Amazon crosses $3T on strong AI/cloud growth; Oracle downgraded to BBB- on AI debt and OpenAI concentration; Palantir raises guidance; AI trade shows bifurcation.

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