Oracle is experiencing huge demand for cloud and AI infrastructure.
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Amazon Beat Earnings… So Why Am I Worried?
Dividend TalksMay 1, 2026
Amazon's recent earnings report showed strong headline numbers with revenue and EPS beating expectations, and AWS growing 28%. However, free cash flow plummeted 95%, raising concerns about AI spending. The creator plans to analyze AWS acceleration, compare Amazon to peers like Microsoft and Google, and discuss the free cash flow issue and valuation.
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AMZN's AI spending and its market impact will be compared to GOOG.
AMZN's earnings were contrasted with MSFT's report, which investors did not punish.
AMZN's earnings were contrasted with META's stock collapse after its report.
AMZN's strong earnings are overshadowed by a 95% drop in free cash flow, creating uncertainty about future AI investments.
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