Capital Expenditures and Investment - Amazon is on track to invest over $100 billion in capital expenditures this year, marking its most investment-heavy year ever [1] - The increased capital expenditure is part of a hyperscaler arms race, with Microsoft exceeding $100 billion and Alphabet boosting its spend to $85 billion [2] AWS Performance and Strategy - Approximately three-quarters of Amazon's capital expenditure is allocated to AWS infrastructure, including in-house chips and data center buildout [3] - AWS remains Amazon's profit juggernaut, contributing over 60% of operating income last quarter with margins triple the company average [3] - AWS's revenue is expected to increase by about 17% in Q2, which is slower than Google Cloud's 32% growth [4] - The industry is watching to see if AWS can reaccelerate and capture the next wave of cloud spending as generative AI workloads increase [5] Competitive Landscape - Microsoft disclosed $75 billion in Azure revenue for fiscal 2025, a 34% year-over-year increase, pushing its market value past $4 trillion [4] - The industry is closely monitoring Amazon's partnership with Anthropic to see if it begins to yield positive results [5]

host portfolio includes a handful of Ritz Carlton's four seasons and one hotel properties. For more, we're joined by host hotel CEO James Rozoleio. Jim, uh any any shifts notably that you're seeing in international travel with the currency things happening or is the luxury consumer still raring to go.>> Hi John, thanks for having me. Good to be with you again. Uh the the affluent consumer is still raring to go.Uh we have seen no slowdown. whatsoever. Uh our assets are performing extremely well.We couldn't b ...

TO DEAL WITH. BUT THIS IS REALLY AN EXISTENTIAL THREAT. >> JOINING ME NOW, NBC'S SHANNON PETTYPIECE.ALSO HERE WITH US, HOFSTRA UNIVERSITY PROFESSOR OF LAW JAMES SAMPLE. SHANNON. THESE ARGUMENTS JUST WRAPPED UP I UNDERSTAND.GIVE ME THE HEADLINES. >> WELL. >> SO AT THE CENTER OF THIS IS WHETHER.>> OR NOT THE PRESIDENT HAS THE CONSTITUTIONAL AUTHORITY TO BE ABLE TO IMPOSE THESE TARIFFS, BECAUSE THE CONSTITUTION GIVES PRETTY CLEAR POWERS OF TARIFFS TO CONGRESS. BUT THE PRESIDENT IS TRYING TO USE THIS EXCEPTION, ...

First of all, there are a lot of forces forces at work in the economy and you know tariffs are one of them. You know the remilitarization of the world, the e the de fiscal deficits, you know the the uh demographics uh all those things are going to drive various things and yeah they may drive slightly higher inflation. What you really want is more growth.You know that is far more important than whether inflation ticks up or down a little bit. So and then tariffs themselves you know they've been greatly moder ...

Now, just moments ago, we got an update from the White House about special envoy Steve Witoff's trip to Israel. It answers a question NBC's Matt Bradley raised just a couple of minutes ago on this show. Take a listen.Tomorrow, Special Envoy Whit and Ambassador Huckabe will be traveling into Gaza to inspect the current distribution sites and secure a plan to deliver more food and meet with local Gazins to hear firsthand about this dire situation on the ground. The special envoy and the ambassador will brief ...

Well, pharma stocks are on the move as well. Our Angelica Peebles has that story. Angelica.>> Hey, John. Well, President Trump is sending letters to 17 pharmaceutical manufacturers calling on those manufacturers to take voluntary actions within the next 60 days to lower the price of prescription drugs in the US to similar prices around the world. So, he's calling for four things.He wants these companies to extend most favored nation pricing to Medicaid. He also wants them to guarantee MFN pricing for newly ...

Watch LIVE as SpaceX launches Crew 11 for NASA to the International Space Station in low-Earth orbit, Crew 11 will launch from Historic Launch Complex 39A at NASA Kennedy Space Center in Florida. Join our community Discord! https://discord.com/invite/xCm9UpDPE4 This coverage is made possible by our amazing community! Consider becoming a The Launch Pad Member and go behind the scenes with early video access, behind the scenes live streams and more! SUBSCRIBE to The Launch Pad! https://www.youtube.com/@TheLau ...

Joining me now as well is Mark Xandandy, chief economist at Moody's Analytics. Mark, there there's a narrative out there that the administration is fond of saying tariffs are not inflationary, just a one-time price bump up. Uh but we've got this new data.What's the data showing about tariffs thus far. How long is it going to take before we get a more definitive answer. >> Inflation prices are rising.It's been slow coming for lots of different reasons. the front loing of imports, the fact that the tariffs ar ...

We are on the cusp of self-improving artificial intelligence. Every week we are seeing new projects in which AI is able to discover new knowledge, new math, new science and apply it to itself. We are just at the very beginning of it.But today we have a brand new paper that claims to be the Alph Go moment for model architecture discovery. What does that mean. What is Alph Go.I'm going to explain all of it right now. It is such an exciting time to be alive. Okay, so let's start from the beginning.Right now, t ...

Yeah, it's hugely productive and I think it will add to productivity, but I think people have a little cautious. So do the internet, but we don't really know how. You know, it's hard to calculate that.So technology is kind of like cosmological constant of improving productivity. I don't think you'll see it right away because right now we're going to be spending more money. You you see it everywhere and we need more electricity, more data centers and you know AI is kind of new and people still using it.Uh bu ...