Here’s how Amazon’s stock could nearly double by the end of next year, according to Morgan Stanley
THE SO WHAT
Framing Amazon around a $1T cloud revenue goal tells you how much growth the street is baking into AWS and adjacent AI services. If you're a large AWS customer, expect continued pressure to adopt higher-margin managed AI offerings as Amazon chases that narrative.
READ THE SOURCE
MORE FROM THE WIRE
Tech & InnovationPower on... Marvel's new X-Men movie cast reveal at D23 Expo 2026 — and why it proves leak culture is broken
Studios just reminded everyone that the only leak that matters is the one confirmed on stage. For IP-heavy brands, the real moat is controlling the reveal cadence — not trying to plug every rumor account.
Tech & InnovationTrump Kids Back Venture That Sidesteps Trump Administration’s AI Firewall
When political families back ventures designed to route around their own administration’s AI controls, it underlines how porous national tech firewalls can be. For operators, the message is clear: compliance is a moving target — build audit trails that survive a change in rules and leadership.
Tech & InnovationTrump’s Big Bend Border Project Paused After Bulldozers Arrive
A major federal project pausing mid-bulldozer shows how fragile long-horizon infrastructure plans are to political and public pressure. If your roadmap depends on government land use or permitting, treat approvals as revocable and diversify sites and timelines accordingly.
Tech & InnovationSpaceX’s stock is rising, and that’s a good sign for Nvidia and Google
SpaceX’s post-IPO volatility with an upward bias is a mark-to-market boost for strategic investors like Nvidia and Google — and a signal that space infrastructure is being priced as a core platform, not a side bet. If you sell into launch, satellite, or ground systems, expect your customers’ cost of capital — and appetite for long-term contracts — to improve.