Nvidia Stock Is Climbing. Amazon’s Earnings Were a Big Moment for the Chip Maker. - Barron's
1. Nvidia stock rose 4% over four days amid AI enthusiasm. 2. Alphabet committed $75 billion to capital spending for 2025. 3. Amazon's capital expenditures for 2025 projected at $105 billion, aiding AI expansion. 4. Higher capex expectations from Big Tech could boost Nvidia's performance. 5. Aggressive growth in AI revenues expected as costs decline over time.