Shares of Amazon.com Inc. (NASDAQ: AMZN) continued their downward spiral over the past five trading sessions, losing 7.70%.
I bought Amazon.com, Inc. stock at 5% of my portfolio, reducing my cash position to 20% amid a currently neutral macro outlook in the near term. I'm expecting 2026 to be bullish macroeconomically; I will further reduce my cash position to 15% in the next few months as positive investor sentiment consolidates and stabilizes. AMZN is driving a new era of stalwart-style ultra returns through margin optimization. This is a rare operating business deserving of ownership in elite portfolios.
Tech giant Amazon.com Inc NASDAQ: AMZN delivered one of its better headline beats in last week's earnings report, yet the stock has shed 10% in just two sessions. The swift drop follows a stunning 45% rally from April's low, a run that left little room for anything short of perfection.
Amazon is gearing up for a significant restructuring of Wondery—the podcast studio behind popular shows like Scamfluencers, Dr. Death, and Business Wars—and it might be a signal that the podcasting industry is shifting to more video-centric formats.
Whole Foods is becoming a top food option for urban travelers due to inflation in traditional restaurant prices. Amazon.com, Inc.'s grocery business is quietly growing, now over $100B in gross sales including Whole Foods and Amazon Fresh. Private label 365 products and Prime shipping perks boost Amazon's grocery margin and customer loyalty.
Amazon's Q2 was a blowout, crushing revenue and EPS estimates, yet the market overreacted to AWS growth concerns and macroeconomic fears. The selloff presents a compelling long-term buying opportunity, as Amazon remains undervalued with 48% expected EPS growth over the next two years. Amazon's operational excellence, AI and robotics integration, and margin expansion potential position it for sustained growth and profitability.
The rise of LLMs is eroding Amazon.com, Inc. AWS's dominance, with Azure and Google Cloud outpacing AWS in growth and market share. Amazon's Q2 '25 saw strong operating income growth and margin expansion, but AMZN guidance for Q3 '25 is weak due to looming tariff impacts. AWS's return on assets is declining, raising concerns about the profitability of Amazon's aggressive AI-related capital expenditures.
Amazon.com, Inc. beat Q2 expectations last week, driven by strong AWS and e-Commerce growth, with operating income momentum highlighting robust business execution. Despite an 8%+ share drop on Friday, I see a compelling entry point for investors bullish on e-Commerce and Cloud growth prospects. Both core businesses, e-Commerce and Cloud, added significantly to Amazon's operating income growth in the second-quarter.
AMZN, GOOGL and META surge ahead as top Driehaus-style momentum picks, backed by strong earnings and uptrends.
Despite a solid quarter, Amazon's stock dipped over 8%, highlighting investor concerns and profit-taking after recent highs. AWS remains a leader, but its slower growth versus Azure and Google Cloud raises questions about Amazon's future dominance in cloud. Tariff impacts on Amazon's retail business remain highly uncertain, with management unable to predict who will absorb potential cost increases.
Amazon is laying off some staffers in its Wondery podcasting unit as part of a broader reorganization of its audio division. Wondery CEO Jen Sargent is stepping down from her role as part of the reshuffling.
Amazon delivered strong earnings and double-digit revenue growth, but shares dipped after-hours due to cautious guidance and slower AWS growth. AWS remains a core strength, achieving 17% YoY growth and high margins, with massive capex planned to capture future AI demand. The ad business is rapidly expanding, up 23% YoY, leveraging Amazon's unique customer connection and becoming a significant profit driver.