Amazon's Dip Is A Long-Term AWS Opportunity (Rating Upgrade)

By now, you already know about Amazon's ( AMZN ) massive capex plan for this year. The goal is pretty clear: keep AWS on top in AI and cloud. That means more data centers, more custom chips, and a lot more power capacity. Now, even thoughI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s D ...