Inside Amazon's Stock Drop: Why Analysts Remain High on AWS AI Momentum
Amazon stock fell nearly 2% despite bullish analyst forecasts predicting AWS revenue will top $335 billion behind surging AI cloud demand.
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NVDA jumps 7% on earnings beat. Analysts weigh in: Is NVIDIA still an AI bellwether or is hypergrowth slowing down?
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Amazon stock fell nearly 2% despite bullish analyst forecasts predicting AWS revenue will top $335 billion behind surging AI cloud demand.
Read original at benzingaNvidia delivered extraordinary Q2 results with 106% YoY revenue growth to $96.2B, 75% gross margins, and $59.7B net income. The company is compared to historical capital-goods suppliers during major investment booms. Unlike the dot-com era's dark fiber overbuild, AI infrastructure appears economically justified with high utilization rates and profitability. At 23.5x forward earnings with a Zacks Rank #2 (Buy), NVDA stock appears attractively valued despite risks from concentrated customer base and massive financing requirements.
Read original at zacks-investment-researchNvidia surged 7% after delivering blockbuster Q2 earnings with $96.22B revenue (106% YoY growth) and raising FY28 guidance to ~70% growth. The Vera Rubin platform is ramping ahead of schedule with orders from all major hyperscalers. However, gross margins are expected to compress from 75% to 71-72% due to rising memory costs, and the company's massive capital commitments warrant monitoring.
Read original at zacks-investment-researchDan Ives argues the AI revolution is still in early stages, comparing it to the third inning of baseball. The focus is shifting from GPU purchases to monetizing AI across infrastructure, cloud platforms, and software. Companies with real AI revenue, clear ecosystem roles, and strong customer bases are positioned best for long-term growth.
Read original at the-motley-foolLi Auto says its in-house chips and batteries are about following Apple and Huawei—not replacing Nvidia or CATL.
Read original at benzinga