E-commerce giant Amazon ($AMZN) is getting a warm cheer from Wall Street after delivering stronger-than-expected Q3 earnings.

Amazon's cloud business knocked it out of the park and CEO Andy Jassy hinted that the unit is gaining momentum heading into the next few months giving him 'significant confidence' he said.

The AI infrastructure buildout has moved from speculation to reality, and two companies are positioned to capture the lion's share of spending.

Nvidia ( NVDA) shares advanced on Wednesday to surpass a $5T market valuation, a level no publicly listed company has ...