Amazon's AWS Struggles: Amazon's recent earnings call revealed disappointing growth in AWS, with a growth rate of only 17.5%, compared to Microsoft's Azure, which surged to 39%.
The gig economy presents numerous benefits, and for those looking to capitalize on this growing trend, keeping an eye on stocks such as UBER, DASH and AMZN could be a wise move.
Bill Nygren's Oakmark Fund recently took new positions in these undervalued stocks.
A hybrid approach to AI is powering Amazon's Rufus shopping assistant and cutting-edge warehouse robots.
Investors on the lookout for top stock picks in August have come to the right place.
Amazon continues to deliver robust growth and expanding profitability, driven by AI, AWS, advertising, and international operations despite its massive scale. AWS remains the financial engine, but market concerns over slower profit growth and heavy Capex have pressured the stock price. I believe Amazon's aggressive investment in infrastructure and innovation is justified and will drive long-term revenue and margin expansion.
Amazon sent up its fourth batch of Kuiper internet satellites. A SpaceX-owned Falcon 9 rocket carried 24 more Kuiper satellites into low-earth orbit, bringing Amazon's constellation to 102 satellites.
Amazon's Q2 results were solid and in line with my expectations, despite a steep post-earnings sell-off that I view as unjustified. Key growth drivers - cloud, advertising and 3rd party - are performing at or above my case assumptions, supporting long-term upside. My updated DCF analysis shows Amazon is fairly valued even in a pessimistic scenario, with up to 93% upside in the bull case.
My recent stock debate revealed a key lesson: valuation alone isn't enough. A cheap price means little without a durable moat. Growth and stability matter more. I found a powerful combo: a high-growth innovator paired with its essential infrastructure partner. Together, they balance income, upside, and lower risk. This isn't just theory. Backtested results show strong returns with less volatility. Sometimes, the best opportunities come from connected bets, not isolated picks.
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AWS faces growth and market share challenges as Azure and Google Cloud recently outpaced them in revenue growth. Despite AWS's margin decline and AI innovation concerns, their operating margins remain superior to Google Cloud. Key risks include capital allocation in custom silicon (Trainium) and accounting assumptions, but AWS's scale and experience provide long-term optimism.
The company reported revenue growth for the second quarter but saw its stock price drop.