Amazon AWS shifts defense AI workloads off Anthropic’s Claude after Pentagon supply-chain risk move

Amazon’s cloud division on Tuesday said it’s working with customers to shift defense work—specifically projects linked to Pentagon contracts—away from Anthropic’s Claude. Those jobs are getting migrated to other AI models available on AWS. According to an Amazon spokesperson, Claude remains an option for everything else that’s not Pentagon-related.

Artificial Intelligence · Cloud Computing · Cybersecurity · Defense Technology · NASDAQ:AMZN · NASDAQ:GOOGL · NASDAQ:MSFT
Meta Stock Week Ahead: Why CPI, EU Pressure and AI Costs Could Drive the Next Move

Meta Stock Week Ahead: Why CPI, EU Pressure and AI Costs Could Drive the Next Move

Meta Platforms closed out last week at $644.86, slipping 2.4% from the previous close. The dip followed news that Meta will open WhatsApp to competing AI chatbots in Europe for a year, a move meant to stave off interim antitrust measures. The EU’s ongoing review remains unresolved, so investors face another regulatory milepost as markets prepare to reopen Monday, March 9.
7 March 2026
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Microsoft Stock Price Week Ahead: Can MSFT Hold Near $409 as AI Demand Faces a CPI Test?

Microsoft Stock Price Week Ahead: Can MSFT Hold Near $409 as AI Demand Faces a CPI Test?

Microsoft shares settled at $408.96 on Friday, ticking down 0.4% after edging lower in the last session. The stock remains close to $409 as the company moves into next week, with investors parsing renewed signals of AI demand while the broader macro picture turned gloomier toward week’s end.
7 March 2026
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US economic calendar today: ISM price gauge jumps, Wall Street stalls as jobs report looms

US economic calendar today: ISM price gauge jumps, Wall Street stalls as jobs report looms

The S&P 500 barely moved on Monday, held in check as Nvidia and Microsoft’s strength balanced out steep drops for airlines and cruise stocks—those names tumbled after surging crude jumped over 8% on Middle East escalation. By 11:42 a.m. ET, the Dow Jones Industrial Average was off 96.59 points, or 0.20%. The S&P 500 edged lower, losing 0.05%, while the Nasdaq Composite added 0.22%. Wall Street’s VIX volatility index hit 21.31. “At times when there is nervousness, people will go to the leaders in the market,” said Joe Saluzzi, co-head of equity trading at Themis Trading.
2 March 2026
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Microsoft stock: AI spending fears keep MSFT in focus ahead of Tuesday restart

Microsoft stock: AI spending fears keep MSFT in focus ahead of Tuesday restart

Microsoft Corp traded at $401.32, a dip of 0.15% from Friday’s finish. Shares have tumbled nearly 17% since the start of the year, erasing about $613 billion in market cap. That puts the company’s valuation at around $2.98 trillion as of Friday, according to a Reuters analysis, as questions swirl around its AI bets and the mounting challenge from Google’s Gemini and Anthropic’s Claude Cowork.
16 February 2026
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US Stock Market Today Updates

AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 Strong buy

Alphabet

NASDAQ:GOOGL 92/100 • ★★★★½
#2 Strong buy

Taiwan Semiconductor Manufacturing

NYSE:TSM 89/100 • ★★★★½
#3 Buy

S&P Global

NYSE:SPGI 88/100 • ★★★★
#4 Buy on weakness

Amazon

NASDAQ:AMZN 86/100 • ★★★★
#5 Buy on weakness

Microsoft

NASDAQ:MSFT 84/100 • ★★★★
View full portfolio
Editorial model selection. Not personalised advice.
MARKET CALENDAR

Key Events Today

The catalysts most likely to move markets.

#1

U.S. index futures reopen at 18:00 ET

This is the clearest scheduled U.S.-market price-discovery point today and can transmit weekend news into equity-index futures before Monday's cash session.

#2

New Zealand retail sales at 18:45 ET

The Q2 retail package can move NZD and regional risk sentiment. Spillover to U.S. assets is usually secondary unless the result is unusually large.

#3

No scheduled domestic U.S. data or corporate reports

The absence of U.S. releases, earnings, IPO pricings and split events leaves fewer scheduled catalysts, increasing the relative importance of weekend headlines and positioning at the futures reopen.

View full calendar
Times and estimates may change. Verify before trading.