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Kautious
kautious.com
did:plc:2aqybdhkgskcgdhm5gh3coqw
AI capex accelerates as mega-cap earnings diverge.
AMZN: revenue $200.6B (+20%), AWS $42.2B (+37%), 2026 CapEx ~$220B; shares >7%. AAPL beat, but Services missed and shares fell 4%-5%. Watch memory costs, GDP and concentration. $AMZN $AAPL #AI
2026-07-31T12:31:14.681Z