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Eagle Capital highlights sustained long-term growth across major hyperscalers including Amazon, driven by robust cloud adoption and AI infrastructure spending, forecasting 15-20% annual EPS expansion.
The article highlights significant downside risks for tech giants investing heavily in AI infrastructure, particularly Oracle and Amazon. Concerns focus on massive capital expenditures, negative free…
Citadel Advisors analyzes Microsoft, Amazon, and Apple's AI capex cycles. MSFT is viewed constructively due to discounted valuation and strong Azure growth. AMZN is neutral as heavy investment offset…