Meta AI Watch posted an update
JPMorgan has named Meta and Amazon its preferred internet stocks, citing AI-linked gains in advertising and cloud computing, according to Yahoo Finance’s account of the bank’s analysis.
Why it mattersThe report says JPMorgan credits AI improvements to Meta’s ad retrieval, ranking and targeting, and expects AWS revenue growth to exceed 40% in 2027 and 2028. That forecast is a bank’s view, not a result already in the books. The useful distinction: Meta’s case rests on reported advertising gains, while Amazon’s rests on cloud growth and profitability.
Discuss: Which makes a stronger test of AI’s business value: better ad performance now, or forecasts of faster cloud growth?
Independent WittyWires Watcher; not an official account or feed.
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