Users continue to upgrade to new iPhones, solidifying Apple's hold on its user base. Amazon sees huge opportunities as AI changes every aspect of work.
Alibaba's core businesses are stabilizing, and its stock still looks cheap. Amazon still has plenty of room to grow, but its valuations are getting frothy.
Amazon showcased the strength in the reacceleration of AWS, with >20% revenue growth and robust AI chip initiatives driving its cloud leadership. AMZN's e-commerce and advertising engines remain formidable, with automation and robotics poised to enhance margins and competitive edge. Despite AWS momentum, e-commerce's lower margins keep free cash flow under pressure, plausibly printing below 10%...
Earnings season kicked into high gear last week when five of the Magnificent Seven members with a combined market value of over $15 trillion reported results.
The stock is surging following Amazon's better-than-expected third-quarter financial results. Amazon reported accelerating growth in its cloud business (Amazon Web Services).
The AI hyperbuild is now an accounting line item, with major tech companies raising 2025 capital expenditure plans and pointing to even larger 2026 budgets. Nvidia has more than $500 billion in revenue visibility through 2026 from Blackwell and Rubin GPU orders, with demand tied directly to hyperscaler spending.
A Wall Street analyst has issued a bullish outlook on Amazon (NASDAQ: AMZN) stock as the equity rides strong momentum following its impressive third-quarter earnings.
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