EPISODE · Jul 30, 2026 · 10 MIN
Amazon (AMZN) Earnings Hinge on Cloud Growth and AI Spending
from Schwab Network · host Schwab Network
Steven Dickens, CEO of HyperFRAME Research, previews Amazon's (AMZN) earnings and explains why backlog growth and capital expenditures will be key metrics for investors. He discusses the impact of AWS amid strong cloud results from Microsoft (MSFT) and Alphabet (GOOGL), while also highlighting electricity supply as a critical long-term factor in sustaining AI and cloud infrastructure growth.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
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Amazon (AMZN) Earnings Hinge on Cloud Growth and AI Spending
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