Amazon reporting higher-than-expected capex and its slowest e-commerce growth in three years adding to concerns over Big Tech's massive AI spending. Citizens Equity Research analyst Andrew Boone weighs in on Bloomberg Open Interest. Video Transcript 00:00 Speaker A Andrew, do you think that the market is overreacting to these earnings from Amazon? What what was your initial take? 00:07 Andrew My initial take was that I think that AI demand is healthy. You have CAPEX that is continuing to grow. I think what the market is trying to digest now is kind of what's the long-term trajectory in terms of AI demand and supply and kind of where that balances out.
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