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An investment analyst argues that Amazon is a more compelling stock pick than Apple, citing AWS's 28% growth rate—the best in nearly four years—and Amazon's $200 billion（約32兆円） capital expenditure commitment this year to expand AI computing capacity.
Why it matters
AWS accounted for 59% of Amazon's operating profit in Q1 and is Amazon's fastest-growing segment. As new computing capacity comes online, AWS revenue is expected to accelerate further. Meanwhile, Apple trades at nearly double Amazon's valuation on an operating cash flow basis, while Apple may face margin pressure if memory and storage costs force it to raise prices that consumers cannot afford.
What to watch
AWS growth is projected to accelerate over the coming years as the company's massive capital investments translate into new computing power, while Apple's valuation sits at the higher end of its historical range—a potential headwind for relative performance.
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