NasdaqGS:AMZNMultiline Retail
Amazon.com (AMZN) Is Up 10.8% After AI-Driven AWS Growth and Record $125B CapEx Plan—Has The Bull Case Changed?
Amazon.com recently reported strong third-quarter results, highlighted by a 20.2% year-over-year increase in AWS revenue and significant investments in AI infrastructure, including the announcement of Project Rainier, as well as providing an upbeat outlook for the fourth quarter of 2025.
A unique insight from these announcements is Amazon's elevated capital expenditure plan to US$125 billion for 2025, reflecting accelerating AI demand and a focus on cloud-driven growth, while implementing...