Steve Eisman believes the weak link in the AI boom is that OpenAI and Anthropic are spending billions on computing power, while cheaper rival models could force them to cut prices, threatening their ability to keep spending.
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artificial intelligenceAI investmentOpenAIAnthropic
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AMZN
• NeutralAmazon
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Broadline Retail |
| Market cap | $2.7T |
| Close on 10/28/2026 | 254.65 |
| Change that session | +0.61% |
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