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Tag AMZN

AAPL AMZN MSFT

Amazon: AWS Faces New Market Dynamics In 2025

Amazon has reported a very high operating margin in AWS for the last three quarters, which has helped boost the overall operating income and EPS. Read more here...

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AMZN TSLA

Polen Focus Growth Portfolio Q4 2024 Commentary

In the fourth quarter of 2024, the Polen Focus Growth Portfolio returned 4.88% gross of fees, and 4.65% net of fees. Read more here...

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AMZN GOOGL MSFT

Google Stock Near All-Time Highs And A Top Holding Pre-Q4, But This Is A Bad Entry Point (Rating Downgrade)

Google's Q4 2024 revenue will likely benefit from AI innovations, 30%+ Google Cloud growth, and over $50B in YouTube subscription revenue over the last 12 months. Read more here...

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AAPL AMZN MSFT

CHW: Very Solid Performance In The Past Year Makes For A Sustainable 8.78% Yield

Discover the Calamos Global Dynamic Income Fund with an 8.78% yield, sustainable performance, and attractive pricing for income investors. Read the full CEF report on Seeking Alpha...

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AMZN

Beyond: The Perfect Turnaround Storm Could Be Unfolding

Beyond Inc. is a low-risk, high-reward contrarian bet on an asset-light e-commerce turnaround...

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AMZN GOOGL

Trump’s AI Race Is Bullish For Clean Energy In 2025

Trump's pro-AI stance will drive massive electricity demand, benefiting fossil fuels and renewables. Read why it is a buying opportunity in clean energy stocks...

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AMZN MSFT

Artisan Mid Cap Fund Q4 2024 Commentary

During the quarter, we initiated new Garden SM positions in US Foods, Pure Storage, and Robinhood...

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AMZN

Overvaluation And Record Highs: Why The Bull Market Might Still Have Room To Run

The stock market’s brief downturn appears to be ending. Learn more about many high-quality blue-chip bargains that remain available...

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AMZN GOOGL MSFT

Amazon Q4 Preview: AI And AWS Remain The Company’s Growth Engines

Amazon's Q4 is poised to benefit from strong AWS growth in generative AI and robust holiday sales, but capacity constraints and proprietary tools create long-term risks. Read more here...

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AAPL AMZN MSFT

Meta Makes ‘Intense Year’ Forecast And Big Layoffs

Meta Platforms is looking to cut its headcount by 5%, which shows the efficiency drive by the management. Read why META stock is a Buy...

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