Amazon's AWS segment accounts for 60.3% of its operating income, showing accelerating revenue and margin growth driven by demand for custom chips, SaaS, and compute backlog. This growth supports Amazon's aggressive capital expenditure plans and doubling of AWS power capacity through 2027, aiming for $1 trillion in annual revenue long-term. Extended data center and server lifespans may reduce depreciation risks, enabling positive free cash flow from 2027 onward, supported by rising commerce, advertising, and subscription trends. The article suggests potential for further analyst upgrades and capital appreciation despite some seasonal and market risks, recommending Amazon as a Buy near key moving averages.
The US intervened to support the Japanese yen by selling euros instead of dollars to avoid destabilizing Treasury markets. This move weakened the dollar against the euro, which recently hit a two-month high. Meanwhile, Amazon's market cap surpassed $...
Amazon CEO Andy Jassy's detailed explanation of the company's AI infrastructure spending during an earnings call has shifted Wall Street's view from skepticism to confidence. Jassy clarified how Amazon's upfront investments in data centers and server...
Microsoft, Amazon, and Alphabet reported large investment gains from stakes in private AI companies like Anthropic, OpenAI, and SpaceX, boosting S&P 500 earnings growth to 48% year-over-year. However, these gains are mostly on paper and do not reflec...
Amazon-owned Zoox has received federal approval to deploy the first steering-wheel-free robotaxis commercially in the U.S., pending state and local permissions. This milestone in autonomous vehicle technology introduces new legal challenges, especial...
SpaceX priced its IPO at $135 per share, opened at $150, peaked at $193 on day one, and then fell 44% to $108 within seven weeks. This sharp decline illustrates the danger of buying IPOs at peak prices driven by hype rather than fundamentals. Suze Or...
