Amazon is back in Wall Street’s good graces. Here’s what will determine whether it stays there.

amazon is back in wall street's good graces after a rough patch. the question now is whether it can stay there. a lot depends on its cloud business, aws, and the ai spending that flows through it. openai, anthropic, and meta platforms are all relying on amazon for support — either as a cloud provider or as a partner in building out ai infrastructure. that gives amazon a direct line into the biggest names in ai. but the spending is massive, and investors will be watching whether those bets pay off in actual revenue growth, not just hype.