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Tag: Thinks

Amazon Thinks AWS Could Become a  Trillion Business. Here’s Why.
Amazon Web Services

Amazon Thinks AWS Could Become a $1 Trillion Business. Here’s Why.

vm_adminNovember 3, 2026

Amazon (NASDAQ: AMZN) CEO Andy Jassy believes Amazon Web Services (AWS) could become a $1 trillion annual revenue business within…

Amazon Thinks AWS Could Become a  Trillion Business. Here’s Why. | The Motley Fool
Amazon Web Services

Amazon Thinks AWS Could Become a $1 Trillion Business. Here’s Why. | The Motley Fool

vm_adminNovember 3, 2026

Amazon (AMZN +2.20%) CEO Andy Jassy believes Amazon Web Services (AWS) could become a $1 trillion annual revenue business within…

Amazon’s AWS Just Gave Investors A Big Growth Signal — And Gene Munster Thinks It’s Only The Beginning
Amazon Web Services

Amazon’s AWS Just Gave Investors A Big Growth Signal — And Gene Munster Thinks It’s Only The Beginning

vm_adminOctober 31, 2026

Munster outlined that Amazon’s AI infrastructure opportunity may be only getting started, pointing to Amazon’s management breaking pattern as far…

UBS Thinks the Street Is Too Low on AWS. Amazon’s Quarter Is the Test
Amazon Web Services

UBS Thinks the Street Is Too Low on AWS. Amazon’s Quarter Is the Test

vm_adminOctober 28, 2026

Quick Read AWS hit 37% growth in Q2, its fastest in 18 quarters, yet Amazon stock sits 13% below its…

UBS Thinks the Street Is Too Low on AWS. Amazon’s Quarter Is the Test
Amazon Web Services

UBS Thinks the Street Is Too Low on AWS. Amazon’s Quarter Is the Test

vm_adminOctober 28, 2026

UBS is calling out Wall Street for sleeping on how profitable AWS can get, and Amazon’s October 29 earnings report…

Bill Gates thinks AI could make us live like the Amish
Microsoft

Bill Gates thinks AI could make us live like the Amish

vm_adminOctober 22, 2026

By Nilay Patel Publication Date: 2026-10-22 14:00:00 Today, I’m talking to Bill Gates, cofounder and former CEO of Microsoft and…

TD Cowen Thinks Nvidia Is Helping Oracle Get Its Data Centers Financed
Nvidia

TD Cowen Thinks Nvidia Is Helping Oracle Get Its Data Centers Financed

vm_adminOctober 21, 2026

By Omor Ibne Ehsan Publication Date: 2026-10-21 12:45:00 Oracle is burning through cash faster than it earns revenue, its credit…

Why Citi Thinks Microsoft Beats Neoclouds in the AI Debt Squeeze
Microsoft

Why Citi Thinks Microsoft Beats Neoclouds in the AI Debt Squeeze

vm_adminOctober 20, 2026

By Darryn Pollock Publication Date: 2026-10-20 01:20:00 CoreWeave shares fell 15% in a day last week, but Citi’s Tyler Radke…

An Oil Refiner Is Beating Nvidia This Year: Analyst Thinks It Can Rally 16% More From Here
Nvidia

An Oil Refiner Is Beating Nvidia This Year: Analyst Thinks It Can Rally 16% More From Here

vm_adminOctober 20, 2026

By TradingView Publication Date: 2026-10-20 01:20:00 Energy stocks have rallied sharply in 2026 since the U.S.-Iran war began in February, which led…

NVIDIA thinks the CPU industry chased too many cores, and AI agents are bringing single-core speed back
Nvidia

NVIDIA thinks the CPU industry chased too many cores, and AI agents are bringing single-core speed back

vm_adminOctober 18, 2026

By Varun Mirchandani Publication Date: 2026-10-18 21:25:00 For years, the data-center CPU race has revolved around a fairly straightforward question:…

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