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Microsoft (MSFT) Soars on AI Momentum; Amazon (AMZN) Gains Despite AI Capex, Guidance Concerns | Zacks | Login to see the signal | |
The Zacks Analyst Blog Highlights Microsoft, Amazon.com, Philip Morris International, Preformed Line Products and Security FederalSummaryZacks highlights Microsoft’s AI momentum and Azure growth and notes Amazon’s AWS strength and retail/ads tailwinds, while both face margin and expense pressures from heavy AI investments. |
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Microsoft (MSFT) Soars on AI Momentum; Amazon (AMZN) Gains Despite AI Capex, Guidance Concerns | Zacks | Login to see the signal | |
The Zacks Analyst Blog Highlights Microsoft, Amazon.com, Philip Morris International, Preformed Line Products and Security FederalSummaryZacks highlights Microsoft’s AI momentum and Azure growth and notes Amazon’s AWS strength and retail/ads tailwinds, while both face margin and expense pressures from heavy AI investments. |
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Amazon (AMZN) Soars as Anthropic $13B Funding Fuels AWS Revenue Upside | Invezz | Login to see the signal | |
Amazon stock rises as Anthropic funding boosts AI growth prospectsSummaryAmazon jumped after Anthropic closed a $13B funding round, boosting the startup’s AWS reliance and raising expectations for meaningful AWS revenue upside as Anthropic scales training and inference workloads. |
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