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Amazon (AMZN) AWS growth accelerated to 39%, its fastest in nearly 5 years, backed by a $578 billion backlog that supports the growth case.
Walmart (WMT) trades at a richer P/E with thinner margins than Amazon, while Alphabet (GOOGL) funds growth by issuing stock that dilutes shareholders.
Amazon’s roughly $220 billion of 2026 capex leaves it holding expensive idle capacity if AI demand cools.
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Amazon (NASDAQ:AMZN) delivered a third-quarter earnings report that strengthened its cloud growth story. AWS grew 39% year over year, its fastest growth in nearly 5 years. As long as the cloud engine speeds up like this, the growth case stays intact.
