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Jaden Schaefer

πŸ‘€ Speaker
6788 total appearances

Appearances Over Time

Podcast Appearances

AI HR
Amazon's $200B CapEx Spend Dominates AI Race

Obviously, Amazon is still doing a lot of revenue from other segments.

AI in Business
Amazon's $200B CapEx Spend Dominates AI Race

But even with all of that revenue and all of that growth, I think that still wasn't enough to calm down some of their investors because after the whole earnings call, Amazon shares still fell about 10% after hours as the market was kind of reacting to this really aggressive capital expenditure plan.

AI in Business
Amazon's $200B CapEx Spend Dominates AI Race

But even with all of that revenue and all of that growth, I think that still wasn't enough to calm down some of their investors because after the whole earnings call, Amazon shares still fell about 10% after hours as the market was kind of reacting to this really aggressive capital expenditure plan.

AI HR
Amazon's $200B CapEx Spend Dominates AI Race

But even with all of that revenue and all of that growth, I think that still wasn't enough to calm down some of their investors because after the whole earnings call, Amazon shares still fell about 10% after hours as the market was kind of reacting to this really aggressive capital expenditure plan.

AI HR
Amazon's $200B CapEx Spend Dominates AI Race

And also they had a miss on earnings per share expectations.

AI in Business
Amazon's $200B CapEx Spend Dominates AI Race

And also they had a miss on earnings per share expectations.

AI in Business
Amazon's $200B CapEx Spend Dominates AI Race

And also they had a miss on earnings per share expectations.

AI HR
Amazon's $200B CapEx Spend Dominates AI Race

So even though AWS might be outperforming, other areas were not.

AI in Business
Amazon's $200B CapEx Spend Dominates AI Race

So even though AWS might be outperforming, other areas were not.

AI in Business
Amazon's $200B CapEx Spend Dominates AI Race

So even though AWS might be outperforming, other areas were not.

AI in Business
Amazon's $200B CapEx Spend Dominates AI Race

And so I think from now, like basically Wall Street is telling Amazon, even when the business fundamentals look really good, I think there's still a limit to how comfortable investors are with spending hundreds of billions of dollars on a future that hasn't yet fully arrived for the company,

AI in Business
Amazon's $200B CapEx Spend Dominates AI Race

And so I think from now, like basically Wall Street is telling Amazon, even when the business fundamentals look really good, I think there's still a limit to how comfortable investors are with spending hundreds of billions of dollars on a future that hasn't yet fully arrived for the company,

AI HR
Amazon's $200B CapEx Spend Dominates AI Race

And so I think from now, like basically Wall Street is telling Amazon, even when the business fundamentals look really good, I think there's still a limit to how comfortable investors are with spending hundreds of billions of dollars on a future that hasn't yet fully arrived for the company.

AI in Business
Amazon's $200B CapEx Spend Dominates AI Race

I think, you know, AI definitely and a lot of these, you know, data centers and all these things are a huge part of the future for Amazon.

AI in Business
Amazon's $200B CapEx Spend Dominates AI Race

I think, you know, AI definitely and a lot of these, you know, data centers and all these things are a huge part of the future for Amazon.

AI HR
Amazon's $200B CapEx Spend Dominates AI Race

I think, you know, AI definitely and a lot of these, you know, data centers and all these things are a huge part of the future for Amazon.

AI in Business
Amazon's $200B CapEx Spend Dominates AI Race

But, you know, today they're making a lot of money from other areas as well.

AI in Business
Amazon's $200B CapEx Spend Dominates AI Race

But, you know, today they're making a lot of money from other areas as well.

AI HR
Amazon's $200B CapEx Spend Dominates AI Race

But, you know, today they're making a lot of money from other areas as well.

AI in Business
Amazon's $200B CapEx Spend Dominates AI Race

So I think Wall Street wants to still prioritize a lot of those segments.