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AMZN Amazon

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186.490
-0.510-0.27%

Close Sep 13 16:00 ET

186.120
-0.370-0.20%

Post 20:01 ET

1.96TMarket Cap44.51P/E (TTM)

Amazon Stock Forum

Clintzilla

17 hours ago

$Amazon (AMZN.US)$ when everything else crashes hard this might actually hold over 100

Singh Rahul

Yesterday 15:49

Hyperscale clouds will get their ROIC on AI capex, but there is still a debate to be had.

While $Amazon (AMZN.US)$ $Microsoft (MSFT.US)$ may overbuild in the short term if AI demand weakens, they are not renting GPUs at a loss. They've been very clear that capex is fungible for other purposes if demand disappoints vs. forecasts, perhaps w/ some time lag (would be more concerned abt others like $Oracle (ORCL.US)$ / Coreweave recovering ROI in a downside case).
The debate regarding AI capex ROIC s...

AI chip demand boosts Nvidia: Will it spark a chip stock rally?

muhamad Hazairudin s

Yesterday 12:42

$Amazon (AMZN.US)$ Muhammad hazairudin shadan

KEN FF

Yesterday 10:53

A Necklace Pattern?

When I think about Microsoft’s future stock performance, I consider several key factors that could influence its trajectory:
1. Financial Performance and Fundamentals
I’m seeing strong growth in Microsoft’s cloud computing segment, particularly with Azure. It’s been one of the company’s fastest-growing businesses, and based on the Q2 2024 earnings report, Azure grew over 18%. Although there’s been a slight slowdown, it’s still a major driver of revenue. With the increasing gl...