$Amazon.com(AMZN)$ msft fall,

$Amazon.com(AMZN)$ msft fall, meta up, apple "meh", Tesla "huh",

Now left Google, amzn and NVDA for the big boys... I think amzn going to post boomz earnings but stock price no boomz. Who cares.. if it collapses like msft, it's going to be a buy for me.

AWS Holds Up: Can OpenAI’s $50B Rumor Re-Rate AMZN?

As Amazon prepares to report Q4 2025 earnings, the spotlight isn’t just on AWS—which continues to show solid AI-driven growth—but also on the strategic implications of a $50B investment in OpenAI (hypothetical). Such a massive stake could strengthen AWS’s competitive positioning in AI infrastructure and applications, potentially accelerating long-term revenue streams beyond core cloud services. Can AWS’s growth absorb such a strategic bet without further stressing free cash flow? Will AWS strength outweigh AI capex concern or reward bold AI positioning?

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闪电侠08
12:48
闪电侠08
伊剋剋

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