Amazon's 2026 Bull Case Isn't Retail — It's AWS, AI And Margin Discipline
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JPMorgan predicts Amazon's growth in AI, AWS, and margins will drive stock growth in the next decade. The focus is shifting from e-commerce to AWS acceleration, AI-led share gains, and margin discipline. AWS growth is expected to re-accelerate with AI workloads and Amazon's expanding AI stack. AI is also improving efficiency in logistics, fulfillment, and advertising. Margin expansion is driven by regionalization, inventory placement, and same-day delivery infrastructure. Despite heavy AI investment, free cash flow is expected to improve in 2026 and 2027.
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