The Story
News Summary
- Analyst Matt Maley warns Oracle may lose the AI infrastructure race due to heavy leverage and shaky OpenAI lease commitments, while praising Amazon and Google as frontrunners with 'the whole package' to win, citing AWS's 37% growth and $496B backlog.
Explore AMZN price history & advisor snapshot
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Stored market data
AMZN price history
252.77
+10.06% over the displayed period
Advisor Snapshot
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