Amazon's AWS and Microsoft's Azure both posted record quarters, but with different strengths: AWS leads in revenue at $45.98 billion with 39% growth, while Azure grew faster at 48%. AWS designs its own chips to reduce costs but is currently running a large free cash outflow, whereas Microsoft funds its AI buildout from positive free cash flow despite lower margins. Investors favor Microsoft's faster growth, with shares rising 26.69% compared to Amazon's 11.65% drop. The cloud race will hinge on AWS maintaining growth above 40% and returning to positive cash flow in the coming years.
Amazon's AMZN shares trade at USD 241.65 with a slight 0.54% gain as of Nov 02, 2026 19:31 WIB on Pluang. Microsoft MSFT is priced at USD 524.07, up 0.41%, reflecting steady investor interest. AMZN's market cap stands at $2.60T, while MSFT leads with $3.88T, showing Microsoft's larger scale in market value.
Phillip Securities upgraded Amazon's stock rating to "Buy" from "Accumulate" and raised its price target from $320 to $330, driven by confidence in Amazon Web Services (AWS) and AI capabilities. The firm increased its 2027 revenue and net income fore...
Amazon is considered a strong buy due to accelerating growth in its AWS cloud business and strategic investments in AI, including a stake in Anthropic. AWS has a $578 billion backlog and is sold out through 2027, providing strong long-term revenue vi...
Amazon's stock fell after its Q3 earnings showed revenue and EPS slightly below estimates, and guidance for Q4 sales was also cautious. However, Jim Cramer recommends buying the stock, highlighting strong growth in Amazon Web Services (AWS), which po...
Amazon reported a 61% year-over-year increase in operating income for Q3, fueled by strong retail operating leverage and improvements in fulfillment efficiency. AWS revenue growth accelerated to 39%, with operating income up 55%, supported by a $578 ...
Microsoft stands out among major tech companies by maintaining disciplined free cash flow and showing strong core software performance despite increasing capital expenditures. Meanwhile, AI-focused giants Amazon, Google, and Meta are aggressively exp...
