AMZN Amazon.com, Inc. Loading...

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21:00
Aug 03 ◎
Hassane El-Khoury President and Chief Executive Officer, ON Semiconductor Cor… ON Q2 FY26 call
ON is deliberately prioritizing AI data center shipments over automotive and industrial in the near term, but expects supply to normalize as manufacturing output catches up. — This suggests AI power is becoming a scarce resource, potentially creating short-term bottlenecks for other sectors but solidifying ON's role in AI infrastructure.
AMZN
HIGH

About AMZN Analyst Coverage

Buzzberg tracks AMZN (Amazon.com, Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Hassane El-Khoury.