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Amazon Surges on AI Capex Payoff as AWS Growth Reaccelerates

Dow Jones Newswires Read original source (opens in a new tab)
The Story

News Summary

  • Evercore ISI analyst Mark Mahaney highlights that major tech firms like Amazon are reaching a positive inflection point on AI capital expenditures.
  • Amazon posted earnings and revenue beats alongside accelerating AWS cloud growth, showing strong return on AI investment despite rising spending.
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