Patmos
02-02 07:14
$Amazon.com(AMZN)$  yes AWS is gaining market share of Cloud very bullish on Amazon stock price target $360
AWS Holds Up: Can AMZN Earnings Revalue Stock?
As Amazon prepares to report Q4 2025 earnings, the spotlight isn’t just on AWS—which continues to show solid AI-driven growth—but also on the strategic implications of a $50B investment in OpenAI (hypothetical). Such a massive stake could strengthen AWS’s competitive positioning in AI infrastructure and applications, potentially accelerating long-term revenue streams beyond core cloud services. Can AWS’s growth absorb such a strategic bet without further stressing free cash flow? Will AWS strength outweigh AI capex concern or reward bold AI positioning?
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