Skip to content
Guavy Logo GUAVY
Sign up
Back to Guavy Wire
Stocks

Amazon Outshines Google in Analyst's AI Playbook

Guavy AI Editorial Team
Instruments
AMZN GOOGL
Share

Rosenblatt Securities analyst Scott Devitt has initiated coverage of Amazon.com (AMZN) and Alphabet (GOOGL), giving both stocks Buy ratings. He sees an edge for Amazon, calling it 'one of the most resilient leaders' in the tech sector.

Devitt believes Amazon's position in AI is underappreciated, particularly as its cloud business continues to accelerate. Amazon Web Services (AWS) grew 37% year-over-year in the second quarter, marking its fifth consecutive quarter of accelerating growth.

He expects AWS growth to reach 45% by the end of 2026, compared with the Street's 38% estimate. Devitt also expects AWS revenue to exceed $335 billion by 2028.

More on Stocks

Stocks 1h ago

Kerala Cyber Suraksha Summit 2026 Brings Global Tech Giants Together for Cybersecurity Dialogue

Stocks 1h ago

India's Digital Ecosystem Gains Global Tech Giants' Attention

Stocks 1h ago

Arista Networks Rides AI Networking Surge

Disclaimer: Guavy is a data and market intelligence provider, not an investment adviser. The information, signals, and market analysis provided by the Guavy API and related services are for informational purposes only and are not intended as financial advice, investment recommendations, or an endorsement of any particular trading strategy. Trading in volatile markets, including cryptocurrency, carries significant risk and may not be suitable for all investors. Past performance is not indicative of future results. Users should consult with a qualified financial professional before making any investment decisions. Guavy makes no guarantee of trading profits or financial returns.

Guavy Logo GUAVY

Market sentiment intelligence for apps, funds & agents

Location

729 55 Ave SW
Calgary AB T2V 0G4
Canada

Navigate

Markets

Resources

© 2026 Guavy Inc

Terms Privacy Policy