Comparing Microsoft and Google as Indicators for AWS Earnings: AMZN Stock Analysis

As Amazon.com prepares to release its third-quarter results, investors are closely watching the performance of Amazon Web Services (AWS), the world's largest cloud provider and a major profit driver for the company. The recent strong earnings from Microsoft's cloud business and weak cloud sales from Google have raised expectations and concerns for AWS. Analysts predict potential flat growth for AWS due to customers optimizing software spending, but this may already be factored into the stock. Additionally, the impact of artificial intelligence (AI) on AWS's performance is being closely monitored, with Microsoft seen as having a head start in this area.