elevated spending continues through 2027.
I added to my position in Amazon.com Inc. following the market’s cautious reaction to its Q4 2025 results. While UBS Group AG lowered its price target to $301 due to higher-than-expected FY2026 capital expenditure guidance of $200 billion, the increased investment signals Amazon’s long-term commitment to expanding infrastructure and AI capabilities. More importantly, UBS expects Amazon Web Services growth to accelerate sharply to 38% in 2026 from 19% in 2025. If sustained spending continues, AWS could maintain mid-30% growth through 2027, strengthening Amazon’s dominant position in cloud computing and supporting long-term shareholder value.
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