Amazon is a buy as the market over-penalizes short-term free cash flow weakness amid aggressive AI-driven capex. AWS is accelerating, with 28% Q1 2026 revenue growth and expanding margins, validating ...
The market is selling Amazon over falling free cash flow, a $200 billion capex program, and circular AI financing, whilst I see all three as reasons to buy. Advertising generated $17.24 billion in the ...
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12 Words From Amazon CEO Andy Jassy That Should Have Artificial Intelligence (AI) Investors Cheering
Andy Jassy recently spent some time justifying Amazon's growing AI infrastructure budget. During its recent earnings call, Amazon announced that it is raising its 2026 capex budget to $220 billion.
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