Amazon invests additional $5B in Anthropic with a $100B compute contract. Similar news caused price moves in IBM/Cloudflare; Palantir surged on smaller contracts. Amazon stock undervalued, expected to rise on this catalyst. Contract delays, muted market reaction, AI competition.
Amazon invests additional $5B in Anthropic with a $100B compute contract. Similar news caused price moves in IBM/Cloudflare; Palantir surged on smaller contracts. Amazon stock undervalued, expected to rise on this catalyst. Contract delays, muted market reaction, AI competition.