Amazon's aggressive investments in AI and its cloud division AWS have driven its free cash flow into negative territory, with capital expenditures expected to reach $220 billion by 2026. AWS continues to be the company's main growth driver, surpassing a $169 billion run rate, while the AI segment grows rapidly, already hitting a $25 billion run rate. Management aims for $1 trillion in annual revenue over time, but due to higher valuation and these heavy investments, the stock's upside potential is seen as limited, leading to a recent downgrade after a strong return since the last buy rating.
The Federal Communications Commission (FCC) will vote on auctioning 25 MHz of prime spectrum to support direct-to-device (D2D) satellite services to smartphones, with a public comment proposal on an additional 482 MHz for supplemental space coverage....
Duke Energy and stakeholders including Amazon, Google, Meta, and Microsoft have agreed on enhanced protections to shield North Carolina utility customers from costs related to data centers. The agreement requires large-load customers, such as data ce...
Microsoft and Amazon both reported strong cloud growth, but Microsoft's Azure and AI-driven revenue streams generate significantly higher free cash flow and margins. Microsoft posted $66.99 billion in free cash flow for fiscal 2026, while Amazon had ...
Amazon's AWS division achieved its fastest growth in over four years, with Q2 revenue at $200.61 billion and AWS revenue up 37% to $42.23 billion. Despite this, Amazon shares remain 12% below their 52-week high, partly due to rising capital expenditu...
The Invesco RAFI Strategic US ETF (IUS) is recommended as a Buy for value investors seeking balanced exposure amid concerns of market concentration and high valuations in major indexes like QQQ and the S&P 500. IUS uses a methodology blending busines...
