What the people who move markets are saying about this, in their own
words. These are views on the record, not scored bets: when a call here grows a number
and a deadline, it moves to the scoreboard. Newest first.
Bull2026-07-31
reacting to Jassy's earnings call on Amazon AI profitability
“a line of sight, not to profitability, but great profitability, how big it will be. And I felt great after I listened to it”
raising the 2026 capex guide on higher memory costs, mostly AI
“We now believe we will spend approximately $220 billion in cash Cap Ex in 2026, the higher cost of memory pushing this number up from our prior estimate of about $200 billion”