Top Wall Street analysts are upbeat about the prospects for these 3 stocks

Amazon is reportedly in talks to move $8 billion worth of NVIDIA Grace Blackwell chips into a special purpose vehicle, financing them through debt sales and leasing them back. This move aims to protect Amazon's credit rating and manage its capital expenditures, which totaled $54.2 billion in Q2. NVIDIA is also exploring similar financing structures for AI infrastructure, with $279 billion in supply commitments.

UK lawmakers warn that reliance on U.S. cloud providers like AWS and Microsoft for government services poses strategic and economic risks, citing data sovereignty and legal jurisdiction concerns. Annual spending is estimated at £1 billion, with AWS and Microsoft potentially holding 80% of public-sector contracts. The U.S. CLOUD Act could force data disclosures. The UK is exploring alternatives, including European cooperation, to reduce dependence on foreign suppliers.

Amazon is considering an $8B sale-and-leaseback deal for Nvidia AI chips, transferring them to investors via a special purpose vehicle. The move aims to reduce balance sheet burden while maintaining computing capacity. Amazon's capital expenditures are projected at $220B, up 10% from prior forecasts, driven by AI infrastructure investments. Nvidia chips are being treated as financial assets in this structure, a trend spreading across the AI industry.

Amazon is reportedly in talks to lease back $8B worth of Nvidia Grace Blackwell chips from a financing vehicle, moving them off its balance sheet. The deal, if finalized, would involve an SPV issuing debt to investors and leasing the chips back to Amazon for AWS data centers. Both companies have not confirmed the deal, and details are still under discussion. The structure is part of a broader trend of tech firms using off-balance-sheet financing for AI infrastructure.

Amazon is considering a deal to sell $8B of Nvidia Grace Blackwell chips to an SPV, then lease them back. The chips are for AI systems in Amazon's data centers. Investors may finance the SPV, with Amazon potentially offering a 10% stake. The arrangement aims to separate ownership from usage, reducing Amazon's capital expenditure. Nvidia and Amazon have not commented. According to the Financial Times, the deal is not finalized.

Amazon commits $1B over five years to communities hosting US data centers, stops using NDAs with government agencies. The Built Together program aims to fund education, infrastructure, and energy efficiency. The company warns of 100+ data center moratoriums and argues restrictions could hurt US AI competitiveness. Data center electricity consumption is projected to rise, per a Lawrence Berkeley National Laboratory report.