Investor Leo Nelissen highlights Amazon as the safest major tech company to invest in amid growing risks in the AI and semiconductor sectors. He compares current AI-driven capital cycles to the 2008 financial crisis, noting systemic risks from leveraged bets and Treasury collateral. Rising supply from China and increasing memory density challenge the semiconductor bottleneck theory and could pressure future AI profit margins. Nelissen prefers investing selectively in cash-generative big tech firms rather than companies overly priced on AI expectations.
Amazon's market cap stands at $2.79 trillion as of Oct 14, 2026, 18:43 WIB, highlighting its scale amid concerns over AI and semiconductor sector risks. On Pluang, Amazon shares trade at USD 260.01 with a modest 0.55% gain on the day, supported by a strong buy sentiment of 83% among investors. The typical holding period of 127 days suggests confidence in its long-term cash-generative potential despite sector uncertainties.
Amazon is reportedly close to acquiring Decart, a small AI startup with about 100 employees, for around $7 billion. Decart develops software that accelerates AI models on various chips, including Nvidia's GPUs and Amazon's own Trainium chips, potenti...
The Asia-Pacific sustainable data center market is projected to grow from $16.74 billion in 2025 to $57.18 billion by 2031, at a CAGR of 22.7%. Growth is fueled by rising demand for AI, cloud computing, and hyperscale infrastructure, prompting invest...
Investing $1,000 in Amazon at around $258.35 per share today could grow to approximately $1,927 by 2030, based on a base case scenario projecting a 15.54% annualized return. This growth hinges on Amazon's accelerating cloud business (AWS) and rapidly...
Alphabet and Amazon each plan to invest about $200 billion in AI data centers by 2026, but Alphabet is showing faster revenue growth from its spending. Google Cloud revenue surged 82% in Q2, outpacing Amazon Web Services' 37% growth, indicating Alpha...
Amazon's AWS segment is accelerating rapidly, with growth jumping from 20% in late 2025 to 37% in Q2 2026, generating $42.23 billion revenue at nearly 40% operating margin. The company also benefits from a strong advertising and retail business, with...
