Nvidia (NASDAQ:NVDA) shares have been stuck in neutral for months, trading in a tight range despite a flood of upbeat news. Concerns over stretched valuations, fading AI hype cycles, and doubts about long-term momentum have kept investors on the sidelines. The company has posted blowout earnings quarter after quarter, expanded its data-center footprint aggressively, and ... Nvidia’s China Bet Is B...
Nvidia (NASDAQ:NVDA) shares have been stuck in neutral for months, trading in a tight range despite a flood of upbeat news. Concerns over stretched valuations, fading AI hype cycles, and doubts about long-term momentum have kept investors on the sidelines. The company has posted blowout earnings quarter after quarter, expanded its data-center footprint aggressively, and ... Nvidia’s China Bet Is Back On. Will This Finally Move Its Stock?
Tesla's Chinese competitors Xiaomi and XPeng prepare two major investor updates this week. Their shares are down, but Tesla stock is up slightly this week.
Tesla's Chinese competitors Xiaomi and XPeng prepare two major investor updates this week. Their shares are down, but Tesla stock is up slightly this week.
Key Points Superstring Capital Management acquired 425,202 shares of Definium Therapeutics in the fourth quarter. The quarter-end position value increased by $5.69 million as a result of the new investment. DFTX stake is outside the fund’s top five holdings as of the filing. 10 stocks we like better than Definium Therapeutics › On February 17, 2026, Superstring Capital Management disclosed a new p...
Key Points Superstring Capital Management acquired 425,202 shares of Definium Therapeutics in the fourth quarter. The quarter-end position value increased by $5.69 million as a result of the new investment. DFTX stake is outside the fund’s top five holdings as of the filing. 10 stocks we like better than Definium Therapeutics › On February 17, 2026, Superstring Capital Management disclosed a new position in Definium Therapeutics (NASDAQ:DFTX), acquiring 425,202 shares in the fourth quarter. What happened According to a SEC filing dated February 17, 2026, Superstring Capital Management reported acquiring 425,202 shares of Definium Therapeutics. The quarter-end value of this new stake was $5.69 million, reflecting the new share purchases. What else to know The DFTX position is new and accounts for 3.05% of Superstring Capital Management LP’s reportable U.S. equity assets as of December 31, 2025. Top five holdings after the filing: NASDAQ: CDTX: $18.80 million (10.1% of AUM) NASDAQ: TERN: $17.93 million (9.6% of AUM) NASDAQ: URGN: $16.82 million (9.0% of AUM) NASDAQ: COGT: $13.01 million (7.0% of AUM) NASDAQ: DVAX: $8.08 million (4.3% of AUM) As of Wednesday, Definium Therapeutics shares were priced at $17.43, up 170% over the past year and well outperforming the S&P 500’s roughly 19% gain in the same period. Company overview Metric Value Market capitalization $1.7 billion Net income (TTM) ($183.8 million) Price (as of e $17.43 Company snapshot Definium Therapeutics develops clinical-stage pharmaceutical products targeting brain health disorders, including MM120 for generalized anxiety disorder and attention deficit hyperactivity disorder, and MM402 for autism spectrum disorder. The company operates a research-driven business model, generating value through the development and advancement of novel therapeutics, with future revenues expected from the commercialization or licensing of its drug candidates. Primary customers are anticipated to be healthcare providers, hosp...
The team behind Cove, a Sequioa-backed startup that was working on an AI-powered collaboration board, has joined Microsoft, according to an email sent to customers informing them that Cove’s service is shutting down. Cove was founded in late 2023 by Stephen Chau, Andy Szybalski, and Mike Chu, who worked on Google Maps features like Street View. The startup raised $6 million in a seed round from Se...
The team behind Cove, a Sequioa-backed startup that was working on an AI-powered collaboration board, has joined Microsoft, according to an email sent to customers informing them that Cove’s service is shutting down. Cove was founded in late 2023 by Stephen Chau, Andy Szybalski, and Mike Chu, who worked on Google Maps features like Street View. The startup raised $6 million in a seed round from Sequoia Capital, Elad Gil, Homebrew, Adverb, Scott Belsky, and Lenny Rachitsky in 2024. Its tool was an infinite whiteboard that let users use AI to generate different blocks for tasks like trip planning. The founders felt that the chat interface for AI was not editable, and a canvas provided more flexibility when going in different directions with prompts. Cove also allowed users to use a built-in browser, PDFs, and images to give more context to its AI, which could create new cards, tables, and lists. The startup competed with the likes of Miro, TLDraw, and Kosmik. Image Credits: Cove Image Credits:Cove The company said in an email to customers that the entire Cove team is joining Microsoft and the product will shut down on April 1, and all user data will be deleted. Cove mentioned that it has refunded all subscriptions for March and is offering a data export process. “When we started Cove, we set out to reimagine how people collaborate with AI. As model capabilities have accelerated, our conviction in that mission has only grown stronger. We’re thrilled to continue this work at Microsoft AI, where we’ll have the opportunity to pursue an even bigger vision,” the company said in a blog post on its site. In addition, the company said that “the ideas behind it [Cove] will live on” within Microsoft. Notably, Microsoft added Copilot to its own collaboration product, Whiteboard, in 2023. TechCrunch reached out to Microsoft to understand how it plans to integrate Cove’s technology within its ecosystem, but did not immediately hear back.
The team behind Cove, a Sequoia-backed startup that was working on an AI-powered collaboration board, has joined Microsoft, according to an email sent to customers informing them that Cove’s service is shutting down. Cove was founded in late 2023 by Stephen Chau, Andy Szybalski, and Mike Chu, who worked on Google Maps features like Street View. The startup raised $6 million in a seed round from Se...
The team behind Cove, a Sequoia-backed startup that was working on an AI-powered collaboration board, has joined Microsoft, according to an email sent to customers informing them that Cove’s service is shutting down. Cove was founded in late 2023 by Stephen Chau, Andy Szybalski, and Mike Chu, who worked on Google Maps features like Street View. The startup raised $6 million in a seed round from Sequoia Capital, Elad Gil, Homebrew, Adverb, Scott Belsky, and Lenny Rachitsky in 2024. Its tool was an infinite whiteboard that let users use AI to generate different blocks for tasks like trip planning. The founders felt that the chat interface for AI was not editable, and a canvas provided more flexibility when going in different directions with prompts. Cove also allowed users to use a built-in browser, PDFs, and images to give more context to its AI, which could create new cards, tables, and lists. The startup competed with the likes of Miro, TLDraw, and Kosmik. Image Credits: Cove Image Credits:Cove The company said in an email to customers that the entire Cove team is joining Microsoft and the product will shut down on April 1, and all user data will be deleted. Cove mentioned that it has refunded all subscriptions for March and is offering a data export process. “When we started Cove, we set out to reimagine how people collaborate with AI. As model capabilities have accelerated, our conviction in that mission has only grown stronger. We’re thrilled to continue this work at Microsoft AI, where we’ll have the opportunity to pursue an even bigger vision,” the company said in a blog post on its site. In addition, the company said that “the ideas behind it [Cove] will live on” within Microsoft. Notably, Microsoft added Copilot to its own collaboration product, Whiteboard, in 2023. TechCrunch reached out to Microsoft to understand how it plans to integrate Cove’s technology within its ecosystem, but did not immediately hear back.
How do you solve a problem like Viktor Orban? By crossing your fingers and hoping it disappears in just over three weeks’ time. But even if the European Union’s disruptor-in-chief is ousted in elections next month (which is far from certain), Europe’s Hungary problem is unlikely to vanish overnight. EU leaders will gather in Brussels on Thursday and Friday for yet another summit that will be at le...
How do you solve a problem like Viktor Orban? By crossing your fingers and hoping it disappears in just over three weeks’ time. But even if the European Union’s disruptor-in-chief is ousted in elections next month (which is far from certain), Europe’s Hungary problem is unlikely to vanish overnight. EU leaders will gather in Brussels on Thursday and Friday for yet another summit that will be at least partly hijacked by Orbán, Hungary’s illiberal prime minister. The US-Israeli attack on Iran and ensuing energy crisis have already derailed the original agenda. But the big unresolved issue hanging over the summit – and infuriating Orbán’s fellow EU leaders – is his decision to block a planned €90bn EU loan for Ukraine, which all 27 agreed on unanimously last December. As Brussels correspondent Jennifer Rankin told me: “Reneging on a deal agreed by heads of state and government strikes at the heart of how the EU operates. And there’s no appetite for cobbling together an alternative financial plan for Ukraine.” It is, of course, hardly the first time Orbán has threatened to stick a spanner in the EU works. Indeed, Hungary’s vetoes have become so common that diplomats suggest that the bloc is not even trying to table some proposals. Hungary, the CSIS thinktank notes, accounts for just 1.1% of the EU’s GDP and 2% of its population. But Orbán’s assault on the rule of law, rejection of rights and values enshrined in the EU treaties and consistent opposition to EU foreign policy have caused the bloc a wholly disproportionate number of headaches. Budapest has “repeatedly threatened to veto new sanctions against Russia or aid to Ukraine to extort concessions” such as unfreezing funds withheld by Brussels over democratic backsliding, CSIS researchers Donatienne Ruy and Maria Snegovaya say. “It has continued to buy large amounts of Russian oil and gas. Orbán has met with Russian president Vladimir Putin at least four times since Russia’s full-scale invasion of Ukraine (and about ...
MercadoLibre (MELI 0.52%) has been a nerve-racking business for its investors to follow. On one hand, revenue continues to grow rapidly, and both the e-commerce and fintech sides of the business have excellent momentum. On the other hand, profitability hasn't quite been as strong as expected recently, and investors have some serious questions about the company's growth strategy. Of course, uncerta...
MercadoLibre (MELI 0.52%) has been a nerve-racking business for its investors to follow. On one hand, revenue continues to grow rapidly, and both the e-commerce and fintech sides of the business have excellent momentum. On the other hand, profitability hasn't quite been as strong as expected recently, and investors have some serious questions about the company's growth strategy. Of course, uncertainty is a bad thing for stocks. MercadoLibre's stock price has fallen by nearly 35% from its 52-week high. Here are the three things that could determine whether the decline is a buying opportunity or an early sign of more pain to come. Is the credit portfolio the next big growth driver or the biggest risk? Perhaps the biggest question mark for investors after MercadoLibre's fourth-quarter earnings report is the credit portfolio. In simple terms, it seems to be both the biggest growth driver and the biggest risk factor, simultaneously. On one hand, the credit portfolio grew by 90% year-over-year to $12.5 billion in outstanding balances. Nearly 3 million new credit cards were issued in the fourth quarter alone. And it's worth noting that the non-performing loan (NPL) rate is relatively low, at 4.4%. However, even with a reasonable default rate, a larger credit portfolio entails greater risk. More money will need to be set aside to cover bad debts, and a recession could have a much greater negative impact on a larger portfolio. Plus, it's worth mentioning that MercadoLibre has reported a declining net interest margin after losses. The portfolio is shifting toward credit cards, and funding costs have increased in key markets. To be clear, if the credit portfolio continues to grow while remaining a high-quality profit driver, it will be a big win. But that remains a big "if" at this point. Will short-term pain pay off in the end? MercadoLibre's margins have been under pressure recently. In the fourth quarter, the company's operating margin declined by about 300 basis points yea...
Key Points MercadoLibre's credit portfolio is both a risk factor and a massive opportunity. The company is investing aggressively in growth initiatives. Its fintech business is growing rapidly in Mexico, and it could still have a lot of growth ahead. 10 stocks we like better than MercadoLibre › MercadoLibre (NASDAQ: MELI) has been a nerve-racking business for its investors to follow. On one hand, ...
Key Points MercadoLibre's credit portfolio is both a risk factor and a massive opportunity. The company is investing aggressively in growth initiatives. Its fintech business is growing rapidly in Mexico, and it could still have a lot of growth ahead. 10 stocks we like better than MercadoLibre › MercadoLibre (NASDAQ: MELI) has been a nerve-racking business for its investors to follow. On one hand, revenue continues to grow rapidly, and both the e-commerce and fintech sides of the business have excellent momentum. On the other hand, profitability hasn't quite been as strong as expected recently, and investors have some serious questions about the company's growth strategy. Of course, uncertainty is a bad thing for stocks. MercadoLibre's stock price has fallen by nearly 35% from its 52-week high. Here are the three things that could determine whether the decline is a buying opportunity or an early sign of more pain to come. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Is the credit portfolio the next big growth driver or the biggest risk? Perhaps the biggest question mark for investors after MercadoLibre's fourth-quarter earnings report is the credit portfolio. In simple terms, it seems to be both the biggest growth driver and the biggest risk factor, simultaneously. On one hand, the credit portfolio grew by 90% year-over-year to $12.5 billion in outstanding balances. Nearly 3 million new credit cards were issued in the fourth quarter alone. And it's worth noting that the non-performing loan (NPL) rate is relatively low, at 4.4%. However, even with a reasonable default rate, a larger credit portfolio entails greater risk. More money will need to be set aside to cover bad debts, and a recession could have a much greater negative impact on a larger portfolio. Plus, it's worth mentioning that Mercado...
Image source: The Motley Fool. Wednesday, March 18, 2026 at 10 a.m. ET CALL PARTICIPANTS President, Chief Executive Officer, and Director — Laura Alber Executive Vice President and Chief Financial Officer — Jeff Howie Chief Digital and Innovation Officer — Sameer Hassan TAKEAWAYS Comparable Brand Revenue Growth (Q4) -- 3.2%, with positive comps in both furniture and non-furniture categories; retai...
Image source: The Motley Fool. Wednesday, March 18, 2026 at 10 a.m. ET CALL PARTICIPANTS President, Chief Executive Officer, and Director — Laura Alber Executive Vice President and Chief Financial Officer — Jeff Howie Chief Digital and Innovation Officer — Sameer Hassan TAKEAWAYS Comparable Brand Revenue Growth (Q4) -- 3.2%, with positive comps in both furniture and non-furniture categories; retail up 4.3%, e-commerce up 2.6%. -- 3.2%, with positive comps in both furniture and non-furniture categories; retail up 4.3%, e-commerce up 2.6%. Q4 Net Revenue -- $2.36 billion, with Williams Sonoma brand at a 7.2% comp, West Elm at 4.8%, Pottery Barn Children's business at 4%, and Pottery Barn at negative 2.3%. -- $2.36 billion, with Williams Sonoma brand at a 7.2% comp, West Elm at 4.8%, Pottery Barn Children's business at 4%, and Pottery Barn at negative 2.3%. Q4 Operating Margin -- 20.3%, down 120 basis points from prior year, mainly due to a 170 basis point decline in merchandise margins from higher tariffs and 80 basis points deleverage in occupancy costs, partially offset by 160 basis points shrink improvement and 50 basis points from supply chain efficiencies. -- 20.3%, down 120 basis points from prior year, mainly due to a 170 basis point decline in merchandise margins from higher tariffs and 80 basis points deleverage in occupancy costs, partially offset by 160 basis points shrink improvement and 50 basis points from supply chain efficiencies. Q4 Gross Margin -- 46.9%, declining by 40 basis points year over year, with shrink and supply chain offsetting tariff-driven margin headwinds. -- 46.9%, declining by 40 basis points year over year, with shrink and supply chain offsetting tariff-driven margin headwinds. Q4 SG&A Expense -- 26.6% of revenues, an 80 basis points increase versus prior year, driven primarily by a 120 basis points rise in general expense, offset by 30 basis points in employment expense leverage and 10 basis points in advertising leverage. -- 26.6% o...
Sandwish/iStock via Getty Images I've actually held a position in Evolution AB ( EVVTY ) for some time at this point. While I originally thought that I bought the company at a very attractive price, it turned out, given the declining trend in share price, that the company had further downside to offer its investors. For a few weeks now, the company has been in a reversal trend. I didn't add during...
Sandwish/iStock via Getty Images I've actually held a position in Evolution AB ( EVVTY ) for some time at this point. While I originally thought that I bought the company at a very attractive price, it turned out, given the declining trend in share price, that the company had further downside to offer its investors. For a few weeks now, the company has been in a reversal trend. I didn't add during the bottom, but my cost basis in terms of SEK here is just north of 610 SEK, which means I am still in the negative on this position. However, my stance is that Evolution AB is a very solid company with solid prospects. I don't share the massively bullish, over-ambitious price targets that seem to be cited here quite often. Instead, I work with a comparatively conservative forecast. It is this forecast that I will be showing you here. This is not the first company in this sector that I have invested in. Years ago, when I started my investing career, I had a position in Betsson, and I've looked at other gaming technology players as well. Just as with alcohol and other "sin stocks," I consider these companies to be very interesting. As my coverage of companies like VICI Properties ( VICI ) should have implied, casinos, their games, and their technology are of interest to me. I want to make it very clear, however, that I do not personally partake of the activity. Just as with Tobacco (because I do drink alcohol), I'm happy to invest in the sector despite not "using" it myself. Evolution AB is a Swedish-listed business. The native ticker is EVO, but the company has a relatively liquid ADR, which means I view the investing prospects (in terms of how-to or technicalities) as not very difficult here. Let's see what we have here. Evolution AB - A Leader in Gaming Technologies This company celebrates its 20th year of existence this year. It's a B2B supplier and a well-known player in the revolutionization of online gaming. While off to a relatively slow start - because obviously, b...
Image source: The Motley Fool. Tuesday, March 17, 2026 at 11 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Frederick McTaggart Chief Financial Officer — David Sasnett TAKEAWAYS Consolidated Revenue -- $132.1 million, reflecting a 1% decrease, mainly due to declines in Services and Bulk segments, partially offset by Retail and Manufacturing increases. -- $132.1 million, reflecting a 1% decrea...
Image source: The Motley Fool. Tuesday, March 17, 2026 at 11 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Frederick McTaggart Chief Financial Officer — David Sasnett TAKEAWAYS Consolidated Revenue -- $132.1 million, reflecting a 1% decrease, mainly due to declines in Services and Bulk segments, partially offset by Retail and Manufacturing increases. -- $132.1 million, reflecting a 1% decrease, mainly due to declines in Services and Bulk segments, partially offset by Retail and Manufacturing increases. Retail Segment Revenue -- Rose 6.6% to $33.6 million, driven by an 8.3% increase in water volume sold (record 1.09 billion gallons) and a 7% rise in customer accounts in the Grand Cayman license area. -- Rose 6.6% to $33.6 million, driven by an 8.3% increase in water volume sold (record 1.09 billion gallons) and a 7% rise in customer accounts in the Grand Cayman license area. Bulk Segment Revenue -- Declined less than 1%, largely from lower energy pass-through charges tied to reduced energy prices in Bahamas operations. -- Declined less than 1%, largely from lower energy pass-through charges tied to reduced energy prices in Bahamas operations. Services Segment Revenue -- Fell, with plant construction revenue dropping from $18.6 million in 2024 to $13.5 million, reflecting completion of major contracts and pilot testing in Hawaii. -- Fell, with plant construction revenue dropping from $18.6 million in 2024 to $13.5 million, reflecting completion of major contracts and pilot testing in Hawaii. O&M Contract Revenue (Services Segment) -- Increased 9% to $32.1 million, supported by PERC and REC contributions, and including new municipal clients in Southern California. -- Increased 9% to $32.1 million, supported by PERC and REC contributions, and including new municipal clients in Southern California. Manufacturing Segment Revenue -- Rose by 6% to $18.7 million, propelled by higher-margin products for nuclear and municipal clients, and operational improvements from fa...
piola666/E+ via Getty Images Equinor ( EQNR ) said Wednesday it made an oil discovery in the Norwegian part of the Arctic Barents Sea that will be tied into the Johan Castberg field in the Barents Sea. Field operator Equinor ( EQNR ) and partners Var Energi and Petoro provided a preliminary volume estimate of 14M-24M barrels of recoverable oil equivalents. "With Johan Castberg, we opened a new ...
piola666/E+ via Getty Images Equinor ( EQNR ) said Wednesday it made an oil discovery in the Norwegian part of the Arctic Barents Sea that will be tied into the Johan Castberg field in the Barents Sea. Field operator Equinor ( EQNR ) and partners Var Energi and Petoro provided a preliminary volume estimate of 14M-24M barrels of recoverable oil equivalents. "With Johan Castberg, we opened a new oil province in the Barents Sea one year ago. It is encouraging that we are now making new discoveries in the area," said Grete Birgitte Haaland, Equinor's ( EQNR ) area director for Exploration and Production North. Equinor ( EQNR ) said it plans to drill 1-2 exploration wells annually in the region going forward to increase the resource base and maintain plateau production for a longer period. Johan Castberg started production in Q1 2025 and reached its capacity of 220K bbl/day in June 2025, the company said. More on Equinor Equinor: Trading The Iran War Effect Should Not Distract From The Positive Fundamentals Equinor: I'm Happy That I'm 'In' In 2026, But... (Rating Downgrade) Equinor: Among Our Favorite Mega Cap Oil Companies
A job seeker waits to talk to a recruiter at a job fair Aug. 28, 2025, in Sunrise, Fla. Marta Lavandier | AP The U.S. unemployment insurance system is not prepared for a recession, experts say — with benefits in many states falling far short of workers' wages. Currently, most states offer maximum benefits far below the bipartisan recommendation that the top payments cover at least two-thirds of wo...
A job seeker waits to talk to a recruiter at a job fair Aug. 28, 2025, in Sunrise, Fla. Marta Lavandier | AP The U.S. unemployment insurance system is not prepared for a recession, experts say — with benefits in many states falling far short of workers' wages. Currently, most states offer maximum benefits far below the bipartisan recommendation that the top payments cover at least two-thirds of workers' prior average weekly wages , according to an analysis exclusively provided to CNBC by Michele Evermore, a senior fellow at the National Academy of Social Insurance, a nonprofit that focuses on the country's safety net. "The big takeaway here is that with stagnant maximum weekly amounts, UI is not going to be able to act as a stabilizer in 2026, even as well as it did in 2008," Evermore told CNBC. Read more CNBC personal finance coverage Many states' unemployment benefits fall far short of average wages: Analysis Iran war, oil price surge worsen K-shaped economy, say economists More than 576,000 student loan borrowers in repayment plan backlog: court filing Some economists are warning about 'stagflation.' What it may mean for your money Employers say AI makes workers faster, but it also creates 'friction': survey Travel disruptions keep piling up in 2026. How to plan ahead and limit the impact More women pursue skilled trades — here's what some said about their experience Older women may inherit most of $54 trillion in spousal 'great wealth transfer' Average IRS tax refund is up 10.6%, filing data shows IRS paper check changes trigger tax refund delays for more than 830,000 filers Did tariff dividend checks just become more likely? Economists weigh in 'High oil prices are not good for mortgage rates,' economist says. What to know Iran war heightens affordability issues ahead of the Fed's March meeting Couples often miss this 'overlooked tax break' for retirement savers: CFP Trump administration has scaled back oversight of student loan servicers: GAO CNBC's Financial ...
International Business Machines Corporation IBM has completed the acquisition of Confluent, a leading data streaming platform, for $31 per share in cash, representing an enterprise value of approximately $11 billion. The transaction highlights IBM’s focus on helping enterprises to use AI at scale by fixing the critical challenge of getting reliable data on a real-time basis. IBM will integrate Con...
International Business Machines Corporation IBM has completed the acquisition of Confluent, a leading data streaming platform, for $31 per share in cash, representing an enterprise value of approximately $11 billion. The transaction highlights IBM’s focus on helping enterprises to use AI at scale by fixing the critical challenge of getting reliable data on a real-time basis. IBM will integrate Confluent’s data streaming capabilities into its portfolio to create a unified data foundation that allows AI models, agents and automated workflows to operate with up-to-date context across on-premises, cloud and hybrid environments. The deal will bring real-time data across IBM’s platforms. Confluent streams live events into watsonx. data and IBM Z, helping companies process transactions and AI workflows instantly. Their combined tools also support automated, event-driven operations across hybrid environments, so applications and AI agents can respond to business events in real time. As AI-driven applications continue to grow, the buyout will enable IBM to build a scalable ecosystem to support next-generation digital operations. It also positions IBM to lead AI-driven enterprises by enabling smarter, faster and more robust business processes with real-time data. How Are Competitors Faring? IBM faces competition from Microsoft Corporation MSFT and Amazon.com, Inc. AMZN. Microsoft is boosting its AI efforts by focusing on Copilot products by unifying teams and leadership to develop and promote AI tools for both consumers and businesses. It is also expanding AI and cloud infrastructure globally. Microsoft and Wipro signed a three-year deal to build AI tools for finance, healthcare and retail. Amazon is expanding in the AI market by investing in new infrastructure and services, aiming to increase Amazon Web Services (“AWS”) revenues. It has signed major deals, including a multi-year AI compute agreement with OpenAI, to support advanced AI workloads. AWS also partnered with Cereb...