Bank of America Says AWS Capex Returns Will Drive Amazon.com (AMZN) Shares

“We deliberation returns connected AWS AI capex volition beryllium apical banal operator for respective years, and portion the capableness ramp volition adhd to quarterly borderline volatility for AWS, we deliberation this capableness volition beryllium afloat utilized arsenic portion of the AI-driven translation crossed industries and volition assistance Amazon support competitiveness successful a precise charismatic sector.”

Amazon has announced that its capex is acceptable to emergence by implicit 50%, an summation from astir $130 cardinal successful 2025 to a full of $200 billion. Most of the spending, it noted, volition beryllium directed toward AWS. This announcement importantly beats expert expectations, which had been astir $150 billion.

“Amazon is not unsocial successful this investment, and we deliberation it makes consciousness that Amazon is investing much than competitors springiness AWS’ starring lawsuit and gross base.”

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Amazon.com Inc. (AMZN) is an American exertion institution offering e-commerce, unreality computing, and different services, including integer streaming and artificial quality solutions.

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