"Should cloud industry supply constraints sustain, see management expectation for doubling AWS capacity by '27 supporting multi-quarter revenue acceleration. Estimate new capacity could add $150B in annual revenue, driving material upside potential to '27/'28 estimates,"
"The company is nearing the launch of a closely watched, new, oral GLP1 (orforglipron) on an accelerated basis (guides for March 2026) as it was awarded one of the FDA's first Commissioner's National Priority Vouchers,"
"Strong iPhone 17 sales continued into October. Apple achieved its highest-ever single-month market share in October, reaching 24.2%, as unit sales increased 30% MoM / 12% YoY, fueled by robust sales in both China and the US,"
Major indices are attempting to rebound after a recent pullback, aided by Bitcoin's recovery and improving performance among previously weak tech stocks. Markets are optimistic that the Federal Reserve will cut interest rates next week, and analysts have issued a notable number of upgrades. Wells Fargo raised Amazon's price target to $295, citing potential AWS capacity doubling by 2027 that could add about $150 billion in annual revenue. Bank of America boosted Eli Lilly's target to $1,286 and highlighted an accelerated oral GLP-1 launch expected in March 2026. Bernstein affirmed an outperform on Apple after very strong iPhone 17 October sales and record market share.
Read at 24/7 Wall St.
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