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Amazon's Capex Bet and What It Means for Stock Pickers
In this episode of Stock Picking with Fexingo, Lucas and Luna dissect Moody's warning that 'unprecedented' AI spending threatens the credit quality of Amazon, Meta, and Alphabet. Using Amazon as a case study, they examine the 27 billion dollar gap between its capital expenditures and free cash flow, and question whether the company's massive AI infrastructure bet is productive or speculative. The conversation covers incremental return on invested capital, compares Amazon's financial health to Microsoft's, and offers a framework for evaluating corporate capex in a…
The skinny
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