Oktober 10, 2026

AWS

Qualcomm Stock Jumps on Amazon AI Deal: Is This the Moment QCOM Finally Escapes the Smartphone Cycle?

Qualcomm’s Amazon deal could involve up to $60 billion of purchases and gives Amazon warrants for up to 25 million QCOM shares. The real question is whether custom AI silicon.

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Amazon’s $220 Billion AI Capex: AWS Growth Is Strong Enough—For Now

AWS growth accelerated to 37% while Amazon lifted 2026 capex to $220 billion. I examine backlog, free cash flow and whether the spending still creates value.

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Amazon: AWS Is Accelerating. The AI Capex Bill Is Accelerating Faster.

AWS growth accelerated sharply in Q2, but Amazon’s AI infrastructure spending pushed free cash flow negative. I examine whether the investment cycle is creating enough value.

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