Investing.com -- Growing capital expenditures (capex) for cloud infrastructure are expected to “bolster the bull case for AI/cloud capex stocks,” according to Morgan Stanley (NYSE: MS) analysts.

Morgan Stanley estimates that about 25% of the cost of Amazon’s first-party products comes from China, making it vulnerable ...

Amazon on Thursday reported better-than-expected revenue and profits for the holiday shopping period, but its stocks dipped ...

Amazon's earnings call is today at 5 pm ET. AMZN stock heads into the report up 8% YTD. Investors are focused on cloud demand ...