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Amazon: The AWS Business Faces Challenges But The Stock Looks Appealing
seekingalpha.com/article/4811663-amazon-the-aws-business-faces-challenges-but-the-stock-looks-appealing
Summary
- AWS faces growth and market share challenges as Azure and Google Cloud recently outpaced them in revenue growth.
- Despite AWS's margin decline and AI innovation concerns, their operating margins remain superior to Google Cloud.
- Key risks include capital allocation in custom…
This story appeared on seekingalpha.com, 2025-08-09 06:53:29.