Переклад ще не готовий. Показано оригінал статті.
Investing.com and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Investing.com — Big Tech has spent the past month under the cosh as investors punish multi-billion-dollar artificial intelligence infrastructure budgets, sending NVIDIA (NASDAQ:NVDA), Meta Platforms (NASDAQ:META), and Microsoft (NASDAQ:MSFT) down 23.2%, 15.4%, and 3.7%, respectively, over the past 30 days. Yet Amazon.com (NASDAQ:AMZN)—the e-commerce and cloud giant at the center of the Anthropic boom—has pulled away from the group, gaining 10.74% since November 1 to trade near $266.17. The market is pricing Amazon's spending like its peers' speculative budgets, and the backlog says that is the wrong comparison.
Головну думку ми показуємо публічно. Створіть безкоштовний акаунт, щоб читати повну статтю, зберігати її, обговорювати та поєднувати з ринковим і OSINT-контекстом.