$Amazon.com(AMZN)$ Jassy's "sold-out to 27-inch" comment is bullish, though the interview was already out Friday midday on X and other outlets. The news just didn't hit the wires and major media until after the close. He's made similar remarks before, so it's hard to say how much the market will actually react.
That said, all the pessimism around the Anthropic IPO tied to the hyper growth slowdown in August-September seems to be reversing. Eventually people will just treat the Anthropic vs. OpenAI rivalry as normal. We're in a decent spot there with both served through Bedrock.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments