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Bloomberg Intelligence
US Factory Activity Shrinks, Fed Meeting, Amazon Earnings
May 1, 2024
Timothy Fiore analyzes ISM manufacturing data, Dennis Lockhart discusses the Fed meeting, Jeffrey Cleveland talks US economy outlook, Priya Misra shares market insights. Topics include inflation, Fed policy, market expectations, interest rates, credit risk, AI impact, cloud market dynamics.
39:57
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Quick takeaways
- Amazon AWS saw a remarkable spike in operating margins to nearly 37%, reflecting strong cloud sales and AI demand.
- Despite increasing competition, Amazon AWS maintains over 40% market share, with significant growth potential in cloud services.
Deep dives
Strong Performance in AWS with Surge in Cloud Sales Growth and AI Demand
Amazon experienced a significant spike in AWS profit, marking a remarkable achievement with operating margins close to 37%, surpassing expectations. The surge in AWS margins by 14 percentage points from the previous year showcased exceptional growth in cloud sales and heightened AI demand.
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