Hahaha, exactly my thoughts when I tapped in, "is this circular trading?", the fact that it is raised in the article is an obvious yes.
All these investments, just feel like stunts to keep the AI gold rush going on, further feeding the bubble.
The value of AI as we know it, is simply not what is shown on the market, investors are jumping at any and almost every excuse that has to do with AI, best to keep taking profits on the way to the pop, or better yet hedge against it.
This pop will be spectacular, I wish it would wipe out Musk, but I believe he has left investors holding on to the figurative bomb and will come out relatively ok [Glance] [Facepalm]
Amazon Q1: AWS 4Y Growth High, But Can Capex Concerns Be Ignored?
Amazon's cloud division powered Q1 revenue acceleration, with AWS revenue growing 28% year-over-year — its highest single-quarter growth rate in nearly four years — contributing nearly 60% of operating profit. However, rising costs including heavy AI investment are rekindling investor concerns over margins and consumer demand. Shares rose 2% after hours as markets tentatively embraced the cloud acceleration narrative. Can AWS momentum drive Amazon's broader transformation?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments