Luny_Tun
2024-12-19

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Alphabet Miss: Can Amazon Meet Cloud and Ad Growth Estimates?
Alphabet’s Q4 earnings missed expectations, with a 7% drop in stock price. Revenue slightly below estimates, but core search-ad business outperformed. Cloud revenue growth also missed. Capital spending forecasted at $75B for 2025, much higher than expected, raising concerns amid rising competition, especially from Chinese startup DeepSeek. Amazon's upcoming earnings will focus on AWS performance. After GOOG's miss, how do you view Amazon's cloud buisness? Is it a chance to buy after the 7% drop?
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