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Proponents think space-based data centers would power AI cheaply. But achieving that vision would be complex, and widespread usage is easily a decade away.

The latest quarter showed a 19% QoQ increase in Big Tech spending, confirming continued conviction in the build-out of AI infrastructure. Capital spending for the AI buildout has risen 44.6% from initial estimates, a substantial jump considering the scale already measured in hundreds of billions. Since the beginning of the year, Big Tech Capex estimates have increased from $280 billion to $405 billion, an impressive 31% positive revision.

Walmart (WMT) reported impressive Q3 results, surpassing expectations with a 5.8% year-over-year revenue increase to $179.5 billion. The company raised its FY26

At a macro level, Amazon's e-commerce and cloud computing growth catalysts can power much more growth in the years ahead. The company is working overtime to ease capacity constraints for AWS. Amazon's Prime ecosystem is also continuing to grow, which is supporting significant advertising business growth. The company sports an AA S&P credit rating with a stable outlook.

After losing some value lately, a hammer chart pattern has been formed for Amazon (AMZN), indicating that the stock has found support. This, combined with an upward trend in earnings estimate revisions, could lead to a trend reversal for the stock in the near term.

Major stock indexes soared Thursday, a day after AI darling Nvidia reported quarterly results above analysts' lofty expectations.

AUSTIN, Texas, Nov. 20, 2025 (GLOBE NEWSWIRE) -- SoftServe, a premier IT consulting and digital services provider, today announced the formation of a dedicated, partner-specific Business Unit (BU) for Amazon Web Services (AWS). Building upon its Strategic Collaboration Agreement (SCA), SoftServe's dedicated AWS BU is designed to help enterprises overcome one of the biggest challenges in cloud adoption: moving beyond migration to achieve complete infrastructure and application modernization.