8legs: Amazon web services (aws)

#1 out of 1

Amazon posted a blowout quarter. Why the Street says this is only the start of the stock's strong run

Amazon reported Q1 revenue of $181.52 billion and GAAP earnings of $2.78 per share, topping expectations.
AWS grew 28% year over year, supported by core workloads and the Trainium chip amid rising AI demand.
The company raised its Q2 revenue forecast to between $194 billion and $199 billion.
Analysts cited AWS capacity expansion and AI-driven demand as drivers of optimism.
Several firms raised price targets and issued positive notes after the results.
Wall Street expects the AI-driven growth to sustain into 2027 with higher EPS.
Industry analysts emphasized AWS as an AI winner and a core driver of value.
Backlog growth and AWS backlog were noted as positives in the earnings context.
Analysts highlighted Prime, advertising, and retail momentum as supporting margins.
Industry observers expect major AI capex by hyperscalers to sustain AI-related growth.

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