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from24/7 Wall St.
1 week ago

Wall Street Bulls are Pounding the Table Over Amazon, Eli Lilly, and Apple

Should cloud industry supply constraints sustain, see management expectation for doubling AWS capacity by '27 supporting multi-quarter revenue acceleration. Estimate new capacity could add $150B in annual revenue, driving material upside potential to '27/'28 estimates,
Apple
Artificial intelligence
from24/7 Wall St.
1 month ago

3 Big Winners From Amazon's Plan to Double Capacity by 2027

Amazon's AWS is rapidly expanding power capacity and AI demand, driving high Trainium chip usage and boosting suppliers like Nvidia, Vertiv, and Talen Energy.
Business
fromBusiness Insider
1 month ago

Amazon stock jumps 5% premarket after OpenAI announces $38 billion AWS partnership

OpenAI signed a multi-year $38 billion partnership with Amazon to run and scale its core AI workloads on AWS over the next seven years.
fromBenzinga
1 month ago

The 'Big 3' Tech Playbook: Why Apple, Amazon And Microsoft Keep Winning - Microsoft (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN)

Amazon.com Inc. (NASDAQ: AMZN) is expected to post steady third-quarter gains powered by strong cloud, advertising, and retail performance. Apple Inc. (NASDAQ: AAPL) and Microsoft Corp (NASDAQ: MSFT) are both positioned for solid quarters - Apple benefiting from surging iPhone 17 demand and resilient Services revenue, while Microsoft extends its AI and cloud leadership through accelerating Azure momentum and heavy data center investments.
Apple
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