CNBC Television·2025-11-24 14:54Amazon's Market Position & AI Integration - JP Morgan suggests Amazon has a strong position heading into Thanksgiving, dominating certain verticals [1] - OpenAI is unlikely to challenge Amazon in retail, while Meta is potentially more vulnerable [2] - Amazon Web Services (AWS) maintains a strong business and continues to invest [2] Stock Performance & Investor Sentiment - Amazon's stock gains following earnings, driven by a resurgence in AWS growth, have been largely given up [3] - Over a 5-year period, Amazon's stock has increased by 43% [4] - Despite overall growth, Amazon's recent stock performance has been disappointing to some [3] AI & Potential Partnerships - There is speculation that a company could write a check to Apple to become number one in AI [6] - Gemini is suggested as a potential partner for Apple [6]