Amazon's Cloud Computing Business Already Brings in More Revenue Than 476 Companies in the S&P 500. Here's What It Would Take to Reach $1 Trillion.

Impact · against what's priced in

The reported AWS growth projections and capex increases do not act as catalysts because the market is already refusing to pay for the acceleration required to meet analyst targets. While the numbers are positive, they align with the existing gap between the current price and the bullish valuations the market currently declines.

AMZN+0.10

Challenges what's priced in

The price assumes