WS #13373
Holding: newest synthesis is 99d 6h old
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.