have come under growing scrutiny and criticism, breaking them up would require significant legal and regulatory action, which has not yet appeared, but watch this space. The momentum is building.
Ultimately, several variables, such as public sentiment, political pressure, and legal changes, will determine whether large digital businesses are broken up. It may not take much to get there in the current political and social environment and if the economy takes a downturn, these businesses will be under more pressure to act.... [+]
An AWS Spinoff will result in reduced market competition and higher customer prices, which in turn reduces the risk of antitrust regulatory pressure to some extent and unlock further growth as a standalone company. There has been continuous speculation about the Spin of Amazon Web Services . For FY22, AWS segment sales increased by +29% Y-o-Y to $80.1 billion, which is ~16% of AMZN’s total revenue.
Our valuation of META over the next three to five years follows the Spin of Instagram and provides a Base case upside of +31.9% and +48.5% Bull case upside .... [+]Alphabet, Inc.
the russian terrorist state unfortunately continues to terrorize Ukraine. Give Ukraine F 16s and the right amount of ammunition and this war will be over
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