NasdaqGS:AMZNMultiline Retail
Will Analyst Doubts on AI Profitability Shift Amazon’s (AMZN) Long-Term Cloud Growth Narrative?
Earlier this week, Rothschild & Co Redburn downgraded Amazon to Neutral citing concerns about future cloud division growth and AI investment profitability, as technology sector valuations came under scrutiny causing a pullback across major companies.
Despite recent strong AWS performance and high-profile cloud deals, the sector’s hesitation highlights the growing investor focus on when significant AI investments will begin to drive tangible financial results.
We'll examine how analyst...