Evolving Amazon's Narrative Is Non-Negotiable (Earnings Preview)
Summary
Amazon's Q2 2025 earnings are poised for a beat, driven by strong Prime Day sales, AWS growth, and robust advertising pe...
Amazon's Q2 2025 earnings are poised for a beat, driven by strong Prime Day sales, AWS growth, and robust advertising performance. The market underestimates Amazon's inventiveness, as it aggressively expands into robotics, autonomous vehicles, satellite internet, and AI infrastructure. In this article, I want to show why it is time to upgrade and change our narrative around AMZN stock to fully grasp the opportunity it offers.