Amazon earnings preview: $27B cash gap excludes its OpenAI bet
Amazon approaches its October 29 earnings report with a measurable cash hurdle. Its second-quarter filing shows $71.419 billion of operating…
Tag: Bet
![Samsung Electro-Mechanics Nvidia Bet: KRW 4.27T [2026]](https://i3.wp.com/shattered.io/wp-content/uploads/2026/10/samsung-electro-mechanics-nvidia-tesla-substrate-krw-4-27-trillion-2026-gen.webp?ssl=1 "Samsung Electro-Mechanics Nvidia Bet: KRW 4.27T [2026]")
Samsung Electro-Mechanics Nvidia Bet: KRW 4.27T [2026]
By Shattered Publication Date: 2026-10-26 06:58:00 Samsung Electro-Mechanics Nvidia Bet: KRW 4.27T [2026] The Shattered Newsletter: the week’s biggest stories…
![Samsung FC-BGA: $2.7B Deal, 3.7T Won Bet [2026]](https://i0.wp.com/tech-insider.org/wp-content/uploads/2026/10/tesla-nvidia-samsung-electro-mechanics-krw3-7-trillion-fc-bga-2026-gen.webp?ssl=1 "Samsung FC-BGA: $2.7B Deal, 3.7T Won Bet [2026]")
Samsung FC-BGA: $2.7B Deal, 3.7T Won Bet [2026]
By Sofia Lindström Publication Date: 2026-10-26 06:50:00 Market chatter on October 26, 2026 puts a large number on a small,…
Has Cisco Stock Become A Different Bet?
By Trefis Team Publication Date: 2026-10-22 10:57:00 For questions about this article or underlying research, email help@trefis.com. Cisco Systems (CSCO)…
Nvidia’s $1.1 Billion KYEC Deal Is the Small Number in a $279 Billion Supply Bet
By Gian Estrada Publication Date: 2026-10-21 18:45:00 Nvidia’s $1.1 Billion KYEC Deal Is the Small Number in a $279 Billion…
Amazon (AMZN) Trades at 24 Times Forward Earnings. Can Its Cash Engines Fund the Robotaxi Bet?
Amazon.com, Inc. (NASDAQ:AMZN) gives investors exposure to autonomous driving through Zoox, but the investment case still rests on the businesses…
Safe Superintelligence: Ilya, NVIDIA and a US$32bn AI Bet
By Rithula Nisha Publication Date: 2026-10-21 08:32:00 Safe Superintelligence CEO Ilya Sutskever is betting a US$32bn AI research lab on…
llm-d 1.0: Red Hat, IBM, Google and Nvidia bet that AI’s real bill is inference, not training
By Adrian Kessler Publication Date: 2026-10-20 14:42:00 For three years the AI conversation has been about who can build the…
Amazon’s $350 target rests on an AI bet beyond the cloud
KeyBanc sees AWS growth accelerating as Amazon pushes deeper into chips and AI shopping. https://www.thestreet.com/investing/amazons-350-target-rests-on-an-ai-bet-beyond-the-cloud
Amazon’s $220 Billion AI Bet Turns Free Cash Flow Negative as GB300 Racks Sit Idle — BigGo Finance
Amazon.com Inc. is spending at a pace it has never attempted before, and the bill is arriving before the revenue.…