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Amazon guidance 'great', AWS numbers pulling on stock, says Deepwater's Gene Munster
AmazonAmazon(US:AMZN) CNBC Televisionยท2025-07-31 21:46

All right, let's bring in Gene Munster, managing partner at Deep Water Asset Management. For his take on the quarters, uh Gene, let's kick it off with Amazon since we were just talking about it. What's wrong with the quarter. What's wrong with these numbers in your view. >> AWS is what's wrong.The whisper was plus 20% growth. I thought it was going to be like 22%. They've did the 17.5%.Why this matters is that this of course is one of the focus areas because the profitability piece. But if you look at the g ...