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Amazon and Oracle Are Extremely Anxious About The Upcoming Fed Meeting
Source: 247wallst.com
Artificial IntelligenceCorporate Guidance & OutlookCompany FundamentalsInterest Rates & YieldsMonetary PolicyBanking & Liquidity
Oracle and Amazon reported record cloud backlogs, signaling substantial demand for AI infrastructure, but both companies' free cash flow has turned negative amid trillion-dollar buildout spending. The outlook for these investments is highly sensitive to the Federal Reserve's upcoming rate decision, which could materially affect financing conditions and the economics of sustained hyperscaler capex.
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