AMZN vs ASML
AI-powered side-by-side analysis. Updated every 2 hours.
Amazon bets $200B on AI while insiders dump stock
- • $35 billion OpenAI equity commitment (Feb 27, 2026)
- • $200 billion capex in 2026, up from $131.82 billion in 2025
- • $244 billion AWS backlog contracts, up 40% year-over-year
EUV demand doubles, but valuation premium faces tightening surprise bar
- • EUV revenue grew 39% YoY to $13.47B in 2025; projected 44 DRAM shipments by 2028 vs. 18 in 2025
- • Contracted backlog of $45.06B and 2030 revenue target of €44B–€60B
- • Analyst estimates up 40.4% in 30 days; stock at 46.5x P/E with 2.03x put/call ratio signaling hedging
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