Forgoing direct competition on large language models, Amazon Web Services wants to train and sell whatever AI models its customers want — and reap the benefits.
Bring on lower interest rates and a faster pace of innovation, says one of Goldman's top tech analysts.
The top semiconductor pick is Advanced Micro Devices. Amazon.com is UBS’s top internet large-cap pick. The analysts say the company will see faster gross merchandise value growth and market share gains over time as delivery continues to get faster.