Analyst Explains Why Amazon.com (AMZN) is a ‘Tactical Winner’

Group 1 - Amazon.com, Inc. (NASDAQ:AMZN) is highlighted as a stock to watch in September due to its resilience in the consumer market and potential benefits from a possible rate cut by the Fed [1] - The company is making a more aggressive entry into same-day grocery delivery through its Prime service, which is expected to enhance its market position in the latter half of 2026 [2] - Pershing Square Holdings initiated a position in Amazon, recognizing its strong franchises in both Amazon Web Services (AWS) and e-commerce, supported by long-term growth trends and opportunities for margin expansion [2]