Why Amazon and Microsoft’s stocks could be in trouble due to AI’s destructive economics
Published: Nov. 18, 2025 at 11:15 a.m. ET Investors have been willing to overlook Amazon.com Inc.’s and Microsoft Corp.’s…
AI Is Making Big Tech Weaker
The biggest tech companies are in strong financial shape. But spending on artificial intelligence is weakening them—and altering…
Amazon’s Cloud Business Won’t Be an AI Laggard for Long
In the fast-moving artificial intelligence race, thriving sometimes isn’t good enough. That is what Amazon AMZN -3.23%decrease; red…
Anthropic Is Less Flashy Than Rival OpenAI, but It May Be Better Business
OpenAI recently inked hundreds of billions of dollars of deals to build data centers filled with chips it…