Daniel Newman Backs Amazon As UBS Forecasts AWS Growth Doubling To 38% In 2026: 'One Of Our Best Ideas,' Says Futurum CEO
Futurum CEO Daniel Newman and UBS turned bullish on Amazon, citing expectations that AWS growth could double to 38% in 2026 as heavy AI and cloud investments drive accelerating demand despite recent weakness in the stock.
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2.5 Billion Reasons Investors Should Be Bullish on This Trillion-Dollar Stock, and 1 Reason to Be Fearful
As companies report financials, investors can glean meaningful insights that strengthen their thesis. This dominant business continues to grow its base of active devices, giving it a phenomenal distribution advantage.
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Worried About Amazon's AI Spending? 9 Words From Andy Jassy That Should Ease Your Mind
Amazon's cloud business just reached a $142 billion annual revenue run rate as AI demand soars. Still, Amazon is investing heavily to build out its AI infrastructure -- and this has some investors concerned.
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