Disney’s Entertainment Model Stumbles as Amazon Doubles Down on AI Infrastructure Spending
24/7 Wall St. Quick Read AWS grew 20% to a 35.1B on capex in Q3 and plans over 2.47B to capex. Amazon’s 24.3% return on equity nearly doubles Disney’s 12.2% due to recurring cloud revenue versus cyclical content performance. If you’re thinking about retiring or know someone who is, there are three quick questions ...