$AMZN Benchmark holds Buy, lifts target from $370 to $400.
AWS crushed it with 37% growth—the kind of number that reminds you why cloud infrastructure still matters. But here's the tension: free cash flow went negative, and management didn't really explain how they plan to fund the next phase.
Strong quarter on the surface. Unanswered questions underneath.
AWS crushed it with 37% growth—the kind of number that reminds you why cloud infrastructure still matters. But here's the tension: free cash flow went negative, and management didn't really explain how they plan to fund the next phase.
Strong quarter on the surface. Unanswered questions underneath.