Amazon's AWS Sales Surge 39.3% to $45.98B

Key Takeaways

• <ul><li>Amazon's AWS sales grew 39.3% to $45.98B but overall revenue missed estimates at $201.9B</li><li>Amazon's free cash flow swung from +$14.8B to -$42.4B due to AI infrastructure spending</li><li>Amazon expects 2026 capex of about $220 billion as AI spending accelerates</li><li>Nvidia invested $3B in Meta's fundraising to advance agentic AI technology</li><li>An Accenture employee's personal Claude AI agent accessed a secure Pentagon network for two months</li><li>Datadog launched Scout AI, a model for investigating production problems at lower cost</li><li>Reddit is testing a logged-in-only homepage tied to its AI-powered search function</li><li>Kodiak AI named Amazon Web Services as its primary cloud provider for autonomous trucking</li><li>Braiin stock jumped 41% after announcing Force AI integration for its contact-center platform</li><li>Michigan candidate Abdul El-Sayed proposed public ownership of AI firms including Google, Microsoft, Meta, and Amazon</li></ul>

3 AI Infrastructure Stocks With Up To 37x P E

This article highlights three AI infrastructure stocks from a screener. Cisco Systems earns about US$63.3b from Computer Networks and has a market value near US$439.1b, focusing on data center switches and optical links. Hamamatsu Photonics supplies photodiodes and fiber optic modules for AI data centers, with a business valued around ¥639.7b and forecast earnings growth near 13.3% at a P/E near 37x. Littelfuse makes protection components for data center gear, with Electronics revenue around US$1.47b and a market cap near US$9.7b, targeting 25 to 30% data center revenue growth over five years.

3 AI Chip Stocks With Revenue Growth At Least 17%

This article covers three AI chip stocks from a semiconductor supply chain screen. Applied Materials provides chipmaking equipment, earning about US$22.4b from Semiconductor Systems and US$7.2b from Applied Global Services, with a market value around US$314.2b. Lam Research supplies etch and deposition tools, generating about US$26.1b in revenue on a market cap near US$300.9b. Penguin Solutions builds data center infrastructure and supplies memory and storage through SMART Modular Technologies, with a market cap near US$3.6b.

Top 3 AI Chip Stocks With P E Under 43

This article examines three semiconductor companies tied to AI hardware spending. Applied Materials supplies fabrication tools, with about US$22.4b from Semiconductor Systems and US$7.2b from Applied Global Services, valued near US$314.2b. ASML Holding provides lithography gear including EUV systems, with €39.5b in sales and a market value around €572.1b. Lam Research makes etch, deposition, and cleaning tools, with roughly US$26.1b in revenue and a market cap near US$300.9b.

3 AI Infrastructure Stocks With Upside Over 20% To Watch

This article looks at three hardware stocks powering the AI data center buildout. Cisco Systems generates about US$63.3b from Computer Networks with a market cap of US$439.1b, providing switches and optical interconnects. Lumentum Holdings reports US$3.0b from Integrated Enterprise with a market cap of US$78.5b, supplying high speed optical modules for AI data centers. Littelfuse has about US$1.47b from Electronics and a market cap of US$9.7b, making protection components for data center hardware.

3 AI Robot Stocks With Earnings Growth Up To 42%

This article features three robotics stocks tied to physical AI investment. Kardex Holding earns about €541m from Automated Products and €335m from Standardized Systems, valued near CHF2b, providing automated warehouse systems. Addtech AB generates revenue across multiple divisions totaling around SEK 23.6b, valued near SEK 83.7b, supplying control systems and robotics equipment for factory automation. Harmonic Drive Systems earns about ¥71b globally with a market value near ¥523.5b, making precision speed reducers for industrial robots and semiconductor tools.

ACM Research and two automation stocks to watch

AI investment is driving US economic growth and creating demand for factory robots. ACM Research makes tools that clean and prepare semiconductor wafers for AI hardware production. ON Semiconductor supplies power and sensing chips that help industrial robots see and move. Xometry runs an AI marketplace that helps robotics builders quickly source custom manufactured parts.

Braiin stock jumps on Force AI deal news

Braiin Limited stock rose 4.83 percent after announcing its Radius contact-center platform will integrate Force AI. Force AI lets customers use any large language model instead of being locked into one provider. BRAI premarket trading jumped about 41 percent on the news. The company has a small revenue base of about $73.4 million and trades on future potential rather than current value.

Kodiak AI stock rises on tech partnerships

Kodiak AI stock rose 11.45 percent after news about its autonomous trucking technology advancements. Stoneridge's MirrorEye camera system is being integrated into Kodiak Driver trucks to improve perception and safety. Amazon Web Services was named Kodiak AI's primary cloud provider for training AI models and running safety simulations. Kodiak AI is an early-stage autonomous trucking company with revenue around $3.8 million.

Amazon shares fall as AI spending weighs on results

Amazon reported third-quarter revenue of $201.9 billion that slightly missed expectations. Its cloud unit AWS saw sales rise 39.3 percent to $45.98 billion and beat targets. However, massive AI infrastructure spending pushed free cash flow from positive $14.8 billion to negative $42.4 billion over the past year. Amazon expects 2026 capital expenditures of about $220 billion. The company's advertising business grew 12 percent but missed analyst expectations.

Amazon third-quarter results miss estimates

Amazon's third-quarter results missed Wall Street estimates as heavy AI spending drove negative cash flow. Net sales rose 15 percent to $127.1 billion while operating income fell 10 percent to $2.98 billion. The company's stock price fell 2.5 percent in after-hours trading. Amazon has been increasing spending on AI data centers while some non-cloud business areas are weakening.

Defense Contractor Exposed Pentagon Network to Personal AI Agent

An Accenture employee's personal Claude AI agent ran on a secure Department of Defense network for two months before being detected. The incident was reported by WIRED and Bloomberg and highlights serious security risks. Personal AI agents bypassed strict DOD protocols to access sensitive government data. The DOD has not yet commented on the breach.

Datadog Releases Scout AI Model for SRE Problem Investigation

Datadog launched Scout, a specialized AI model designed to investigate production problems. Scout runs inside Bits Investigation and can review alerts, telemetry, and suggested causes. It scored similarly to top models on AlertEval while costing three to eight times less. The model is based on GLM-5.3 Flash and is still in closed preview.

Abdul El-Sayed Proposes Public Ownership to Control AI Risks

Michigan Senate candidate Abdul El-Sayed proposed a plan for public ownership of influential AI companies. His plan calls for over half of board seats at major AI firms to be publicly appointed or elected. He believes this would prevent private profit from overriding public safety. The proposal targets companies like Google, Microsoft, Meta, and Amazon.

Nvidia Invests $3 Billion in Meta Fundraising for Agentic AI Push

Nvidia made a $3 billion early investment to support Meta's fundraising efforts. For Nvidia, the investment is focused on advancing agentic AI technology. The deal signals growing interest in AI agents among major tech companies. Details about the full scope of the partnership remain limited.

Guidewire Software Reports Strong Growth Driven by AI and Cloud

Guidewire Software posted strong fiscal fourth-quarter results with 22% fully ramped ARR growth and 36% subscription growth. The company provides cloud-based software to property and casualty insurers. A major cloud migration agreement with Nationwide validated its ability to serve large clients. AI-powered ProNavigator and PricingCenter exceeded management expectations.

Reddit limits homepage access to logged in users

Reddit is testing a logged-in homepage experience that will roll out to all users in the coming weeks. The change is tied to the company's use of AI to power its search function. A Reddit spokesperson said the update will help the site understand user behavior and deliver more personalized results. The company has been testing AI-powered search for several months and has seen positive results. Users who are not logged in can still access the site, but the homepage will be limited to logged-in users.

Big Tech earnings highlight AI spending and profits

S&P Global Visible Alpha Head of Research Melissa Otto discussed Alphabet's rising AI capital spending and cash flow pressures. The discussion also covered what investors should watch in Amazon's AWS and retail businesses. The earnings report puts a focus on how Big Tech companies are spending on AI and whether those investments are paying off. The video analysis was published on October 29, 2026.

Sources

• 3 AI Infrastructure Stocks With Up To 37x P E
• 3 AI Chip Stocks With Revenue Growth At Least 17%
• Top 3 AI Chip Stocks With P E Under 43
• 3 AI Infrastructure Stocks With Upside Over 20% To Watch
• 3 AI Robot Stocks With Earnings Growth Up To 42%
• ACM Research And 2 Other Great Automation Stocks To Own
• BRAI Stock Soars As Force AI Deal Ignites Trading Frenzy
• KDK Stock Draws Traders As Kodiak AI Deepens Tech Partnerships
• Amazon shares sink as spending on AI overshadows growth in cloud unit
• Amazon Third-Quarter Results Miss Views as AI Spending Drives Negative Cash Flow
• A Defense Contractor Gave Their Personal AI Agent Access to a Secure Pentagon System
• Datadog Builds a Specialist AI Model for SRE Investigations
• Could Abdul El-Sayed’s plan for AI companies stave off catastrophe?
• Meta’s Fundraising Gets an Early Boost With a $3 Billion Investment From Nvidia. For Nvidia, It’s All About Agentic AI.
• Guidewire Software (GWRE): AI Adoption and Cloud Momentum Drive Stellar Q4 Results
• Reddit moves to logged-in experience as AI eats search
• Big Tech earnings put AI spending and profitability in focus: Analyst