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Analysts Recalibrate Amazon Targets as AWS Momentum and AI Spend Set the Stage for Feb. 5 Earnings

Investors weigh heavy AI outlays versus signs of AWS reacceleration heading into the quarterly report.

AI Buildout Splits Market as Infrastructure Stocks Slide and Compute Leaders Press Ahead

AWS Launches Trainium3 and Plans NVLink-Ready Trainium4, Tightening Its Grip on AI Compute