Amazon: Why Some Are Growing Bearish, and Why They're Wrong
Amazon.com Inc NASDAQ: AMZN has been moving steadily sideways for a couple of weeks after a solid rally that added nearly 30% to the stock since April's low. The consolidation might seem like the momentum is fading, but for seasoned investors, this is often the much-needed pause before the next leg is higher.
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Apple's potential tie-up with Perplexity seen as defensive move amid Google antitrust case – Jefferies
A potential deal between Apple Inc and AI startup Perplexity would mark a strategic shift for the iPhone maker, but analysts at Jefferies said the benefits are unclear and the move could be interpreted as a defensive response to rising regulatory pressure on its long-standing relationship with Google. Apple Inc (NASDAQ:AAPL, ETR:APC) is reportedly weighing either a partnership or full acquisition of Perplexity AI, a search engine startup recently valued at $14 billion.
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Apple's potential tie-up with Perplexity seen as defensive move amid Google antitrust case – Jefferies
A potential deal between Apple Inc and AI startup Perplexity would mark a strategic shift for the iPhone maker, but analysts at Jefferies said the benefits are unclear and the move could be interpreted as a defensive response to rising regulatory pressure on its long-standing relationship with Google. Apple Inc (NASDAQ:AAPL, ETR:APC) is reportedly weighing either a partnership or full acquisition of Perplexity AI, a search engine startup recently valued at $14 billion.
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Alphabet: The Buffett Stock
Alphabet is undervalued as the market overstates AI disruption risks and understates growth in Cloud, YouTube, and AI-driven search monetization. Google Search remains dominant with 89-90% market share; AI features like Search Summaries enhance user engagement and monetization potential. Cloud and YouTube segments are delivering double-digit growth and increasing profitability, providing strong support for Alphabet's valuation.
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Amazon Is Stalled
Amazon.com, Inc.'s diversified business model, UK expansion, and the new 4-Day Prime Day provide strong catalysts for future growth and margin expansion. Despite workforce controversies and a premium valuation, Amazon's long-term prospects and market dominance outweigh near-term risks and volatility. I reaffirm my Strong Buy rating on AMZN stock, driven by stellar financials, relentless revenue growth, and robust segment performance, especially AWS and advertising.
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Amazon Is Still Very Much On Sale
Amazon's strong revenue, profit, and cash flow growth reinforce its status as a GARP (growth-at-a-reasonable-price) play, justifying my continued 'buy' rating. AWS remains the profit engine, with expanding margins and outsized contribution to overall earnings, positioning Amazon to benefit from massive cloud market growth. Despite near-term economic uncertainties and potential tariff impacts, management guides for higher revenue and maintains long-term optimism given e-commerce and cloud tailwinds.
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