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Investors will certainly be monitoring the potential tariff relief impact on the global economy, and these stocks could be poised to benefit.

The article argues that AWS remains the dominant force in cloud infrastructure when considering "true cloud" revenue, as competitors like Microsoft and Google bundle other services, which inflates their market share figures.

Argues that increasing capex of big tech companies is changing their business models to resemble utilities, leading to lower valuation multiples.

Amazon delivered a record-breaking Q4 2025 with net sales of $213.4 billion, representing 14% year-over-year growth. AWS delivered its fastest growth rate in over three years, with revenue surging 24% year-over-year to $35.6 billion. The company’s guidance for Q1 2026 operating income and a staggering $200 billion capital expenditure forecast for 2026 shocked Wall Street, causing the stock to plunge.