Yahoo Finance·2025-12-18 12:35Core Viewpoint - Despite challenges such as tariff threats and trade wars in 2025, equities have performed well, and certain companies are positioned to navigate future challenges effectively [1] Group 1: Amazon - Amazon has experienced sideways movement in stock performance this year, lagging behind broader equities and its peers in the "Magnificent Seven" [4] - Concerns exist regarding Amazon losing market share in the cloud computing sector, which is critical as Amazon Web Services (AWS) contributes significantly to operating profits due to higher margins compared to e-commerce [5] - AWS sales growth accelerated in the third quarter, showing stronger performance than seen since 2022, indicating Amazon's continued leadership in the cloud computing industry [6] - To enhance margins in its e-commerce division, Amazon has implemented a fleet of industrial robots in warehouses aimed at reducing costs and improving delivery speed, which could positively impact earnings [7] - Amazon's advertising business is thriving, and the company is making progress in healthcare initiatives like Amazon Pharmacy, with significant long-term growth prospects in its dominant industries [9] Group 2: Investment Outlook - Both Amazon and Apple have faced challenges but have shown resilience, making them strong candidates for long-term investment due to their economic moats and growth potential [8]