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Key PointsElon Musk's Space Exploration Technologies (SpaceX) went public in June, and it has already lost 34% of its peak value.

Key PointsCompeting in AI has come with tremendous demands for capital spending.

Key PointsA draft prospectus reported by Reuters shows Anthropic plans $518 billion in cloud, computing and infrastructure obligations.

Key PointsBuffett stepped away as Berkshire chairman on Sept. 18, nine months after stepping down as CEO.

Key PointsOne is a top AI developer, and the other is a retail and cloud computing powerhouse.

The NASDAQ 100 After Hours Indicator is up 60.57 to 30,469.07. The total After hours volume is currently 230,327,767 shares traded.The following are the most active stocks for the after hours session: NVIDIA Corporation (NVDA) is +0.31 at $228.69, with 12,851,930 shares traded.

(RTTNews) - Amazon.com Inc. (AMZN) has launched a new Fire TV Stick 4K that replaces Android with its Vega operating system, while adding faster performance, USB-powered operation and a redesigned remote.

Key PointsMichael Burry thinks AI stocks are overvalued and at risk of fueling a widespread market crash.

Key PointsThe S&P 500's top holdings account for close to 40% of the index's value.

Amazon (AMZN) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Key PointsThe Vanguard Mega Cap Growth ETF is a bet that today's leading companies will continue driving broader market gains.

Key PointsMuse could be a major catalyst for Shopify, giving new merchants another reason to choose the platform.

Competition from Amazon (NASDAQ: AMZN) is having a more negative impact on the business than management led investors to believe.

Key PointsGE Vernova is profiting from the AI market’s insatiable demand for more power.

Key PointsAlphabet is poised to get the largest share of Anthropic's cloud infrastructure spending over the next decade.

Key PointsWall Street and retail investors have been debating Palantir's valuation since the company went public.

Key PointsSpaceX's revenue is a small fraction of that of its megacap counterparts.

Key PointsWarren Buffett and Bill Ackman have both invested in AI hyperscalers during the past year.

BABA's cloud and AI growth is accelerating, but rising spending, weak international sales and cash outflows cloud the outlook.

ORCL's record $664B RPO, fueled by over $30B in new AI cloud contracts, is boosting multi-year revenue visibility despite heavy capital spending.