Amazon vs. Oracle: Which Cloud Computing Stock is the Better Buy Now?
ZACKS·2026-01-16 17:25

Key Takeaways AMZN's AWS delivered 20.2% YoY growth in Q3 2025, its strongest expansion in nearly three years.Amazon reported $200B in cloud backlog, offering long-term revenue visibility as AI demand accelerates.Oracle's Cloud Infrastructure revenues surged 68%, but heavy capex and customer concentration raise risks.Cloud computing continues experiencing explosive growth as artificial intelligence drives unprecedented infrastructure demand. Amazon (AMZN) and Oracle (ORCL) represent two distinct approaches ...