Amazon.com, Inc. remains a Strong Buy as AWS demand outpaces supply, with 2027 capacity largely reserved and recent price hikes boosting profitability. AMZN's $98 billion in new debt funds both data center expansion and major stakes in Anthropic and OpenAI, with interest expenses rising but still manageable relative to operating profit. The real Q3 profit bar is $21.7 billion, not $17.4 billion, due to prior-year one-offs; I expect AMZN to potentially exceed the top end of guidance.
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