// topic — grep -i "earnings" feed.log

EARNINGS.

1 story on the EARNINGS beat — reported from primary sources and ordered newest first.

$ ls ./desks[MARKETS]464 [CRYPTO]100 [FEED]53 [MACRO]51 [TECH]45 [WORLD]13 [PRODUCT]10 [ENERGY]8 [HEALTH]5 [REGULATORY]2 [EARNINGS]1

[EARNINGS]JUL 30

Amazon's $200 billion capex bet signals AI infrastructure supply crunch

Data center capacity has become the hard ceiling on how fast AI services can scale. Amazon has projected its 2026 capital expenditure at $200 billion, and with the company set to report ear

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