
After landing agreements with Google, SpaceX, and OpenAI, the U.S. Defense Department said on Friday that it has signed deals with Nvidia, Microsoft, Amazon Web Services, and Reflection AI that allow it to deploy their AI tech and models on its classified networks for “lawful operational use.”

Amazon, Alphabet, Meta Platforms, and Microsoft delivered strong earnings beats, reinforcing their dominance in the S&P 500. AMZN and GOOGL posted especially robust EPS surprises, driven by operating leverage and shifting CAPEX strategies.

























































