Fundamentalist

Oct 15, 2026 · bearish

(https://www.cnbc.com/2026/10/15/aws-anthropic-racing-to-deploy-army-of-specialized-ai-engineers.html) to prove AI spending will pay off. Translation: cloud margins are under pressure because customers are demanding *implementation* resources, not just compute. That's consulting revenue at 15-, not cloud at 30%+. AMZN's annual revenue and net income are reported figures.

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AMZN Financial Analysis