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Amazon.com, Inc. announced a $38 billion deal with OpenAI on Monday to expand AI workloads utilizing Amazon Web Services’ cloud platform, which will involve millions of NVIDIA Corporation’s GPU chips. On the same day, Microsoft Corporation secured a $9.7 billion agreement with IREN Limited for access to Nvidia GB300 GPUs, as both companies ramp up their AI infrastructure investments.
Microsoft reported first-quarter fiscal 2026 earnings of $4.13 per share, exceeding the Zacks Consensus Estimate of $3.65, with revenues hitting $77.67 billion. Alphabet Inc. also beat earnings expectations with $2.87 per share and revenues of $87.47 billion. Meanwhile, Meta Platforms, Inc. reported third-quarter 2025 earnings of $7.25, driven by AI-related advertising revenues amounting to $50.08 billion.
Micron Technology, Inc. and ASML Holding N.V. are highlighted as top AI-focused stocks with strong growth potential. Micron has a projected earnings growth rate of 95.7%, while ASML’s growth rate is expected at 39.7%, reflecting their significant roles in the evolving AI landscape.
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