
The Synopsis Briefing. AWS Reaccelerates Growth, Chipotle Signals Consumer Struggles, Perimeter's Runway
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Nov 1, 2025 Discover the latest on Amazon's impressive Q3 growth and its ambitious plans for AWS and AI. Delve into Chipotle's cautious outlook as it addresses consumer challenges and same-store sales weaknesses. Explore the intriguing concept of the Inventory Value Capture Index, which tracks profitability per inventory dollar. Join the conversation on financial insights and market trends!
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Fed Cuts But Leaves Future Uncertain
- The Fed cut rates by 25bps but signaled further easing isn't guaranteed.
- Policymakers remain split, making future cuts uncertain and data-dependent.
AWS Reaccelerates With AI Demand
- Amazon reported strong Q3 revenue growth driven by AWS and AI demand.
- AWS grew 20% and Amazon plans to double data center capacity again by 2027.
Balance Cuts With Targeted CapEx
- Invest in automation and AI infrastructure to balance efficiency with growth.
- Amazon is cutting corporate roles while raising capex to monetize AI capacity faster.
