Opinion: Here’s the $280 billion reason that AI-chip stocks will be just fine - MarketWatch

1. Amazon plans to spend $26.3 billion on capital expenditures in Q4. 2. Total AI spending by Big Tech reaches $280 billion, led by Amazon. 3. Amazon warns of 'lumpy' cloud growth but sees massive AI opportunities. 4. Industry exploring ways to reduce AI computing costs, affecting chip demand. 5. Cloud services fell short expectations, impacting stocks including AMZN.