MORGAN STANLEY LOOKS AFTER THE AMAZON, AND AWS IS EXPECTED TO EARN $1 TRILLION A YEAR

MORGAN STANLEY INDICATED THAT IF THE GROWTH OF THE AMAZON AWS ACCELERATES, AMAZON STOCK PRICES ARE EXPECTED TO RISE TO $500 BY THE END OF 2027. ACCORDING TO MORGAN STANLEY, THIS SCENARIO ASSUMES THAT AWS ANNUAL REVENUES AMOUNT TO $1 TRILLION, DRIVEN BY THE DEMANDS OF AI AND CLOUD COMPUTING CAPACITY EXPANSION. THE AMAZON HAS INCREASED THE EXPECTED CAPITAL EXPENDITURE ASSOCIATED WITH AI IN 2026 TO $220 BILLION. MORGAN STANLEY CURRENTLY HAS A BENCHMARK VALUE OF $335 FOR THE AMAZON。