Jack of All Trades: High Stakes SKORE 11.03.2026

AWS hit $46B at +39%, Amazon’s highest-ever operating margin of 13.9%. AMD data center reached a record $8.5B, nearly doubling year-over-year. Eaton beat on data center power demand, raising guidance. Arista crushed its own guide at $3.66B and set a 2027 target of $18.5B.