Amazon has room to run as it ramps up its compute capacity and positions itself to capitalize on its deepening relationship with OpenAI, according to Citi.
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AWS' custom chip strategy should aid cloud reacceleration, which investors see as key to getting the stock back on track.
"AMZN is adding the most AI capacity of any company over the next few years, and as the coming wave of Agentic AI products take…
The company "positions itself as an emerging AI hyperscaler," Citi analyst Tyler Radke says.
Additional catalysts for the e-commerce giant include advertising revenue growth and the expansion of its grocery business.
The deal could ease some of Wall Street's fears about Amazon's monster $200 billion capex spending, and accelerate its…
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of…
