AMZN
AMZN ripped 3.3 percent today after Amazon's AWS chief pushed back hard on AI bubble fears, telling investors the company's AI capital spending is anchored to practical, revenue-generating workloads — not speculative bets on future demand. That distinction matters more than it sounds. When cloud providers talk about practical workloads, they mean committed customer contracts, not internal research projects — and that changes how you underwrite the capex. The broader story here is Amazon's interconnected moat: retail feeds Prime, Prime feeds advertising, advertising feeds AWS data, and AWS funds the next cycle. That flywheel is real, even if the 23.64 times earnings multiple already says the market knows it. The question going forward is whether AWS revenue growth can actually re-accelerate — because at this price, you're not getting that for free.
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-2.1% — Moved with the tape — no single reported reason that day.
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-4.7% — Moved with the tape — no single reported reason that day.
+2.9% — Moved with the tape — no single reported reason that day.
-3.5% — Moved with the tape — no single reported reason that day.
+3.1% — Moved with the tape — no single reported reason that day.
-2.5% — Moved with the tape — no single reported reason that day.
-3.1% — Moved with the tape — no single reported reason that day.
+1.5% — Moved with the tape — no single reported reason that day.
-2.5% — Moved with the tape — no single reported reason that day.
-1.8% — Moved with the tape — no single reported reason that day.
-3.5% — Moved with the tape — no single reported reason that day.
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