As a long-term holder, I wouldn’t blame you for calling me biased… but I still see Amazon.com, Inc. (NASDAQ: AMZN ) as one of the most compelling long-term investment opportunities today, despite having what might seemRick is a Wall Street Journal best-selling author with over 20 years of experience trading stocks and options. The most authoritative publications, including Good Morning America, Washington Post, Yahoo Finance, MSN, Business Insider, NBC, FOX, CBS, and ABC News, cover his work. His passion is ...

Market Analysis by covering: Amazon.com Inc, Netflix Inc. Read 's Market Analysis on Investing.com ...

Core Insights - The article discusses how Agentic AI and other technologies are enhancing productivity while mitigating issues such as hallucinations in AI systems [1] Group 1: Technology Impact - Agentic AI is identified as a key driver of productivity improvements across various sectors [1] - Executives highlight the importance of leveraging advanced technologies to streamline operations and enhance decision-making processes [1] Group 2: Risk Mitigation - The implementation of these technologies is also aimed at avoiding pitfalls associated with AI, particularly the phenomenon known as hallucinations [1] - Companies are focusing on developing robust frameworks to ensure the reliability and accuracy of AI outputs [1]

Now you can get access to the latest and highest-quality analysis of recent Wall Street buying and selling ideas with just one subscription to Beyond the Wall Investing ! There is a free trial and a special discount of 10% for you. Join us today!My most recent article on Amazon.com, Inc. (NASDAQ: AMZN ) stock came out in mid-July , and it was a preview piece on the then-upcoming fiscal Q2 print, which IDaniel Sereda is chief investment analyst at a family office whose investments span continents and diverse ...

Core Viewpoint - Amazon has the potential to be a top growth stock due to its strong base business and rapidly growing divisions, particularly in advertising and cloud computing [1][2]. Group 1: Business Segments and Growth Drivers - Amazon's North American commerce divisions generated $7.5 billion in operating profit on $100 billion in sales in Q2, indicating that the e-commerce segment is not as profitable as perceived [4]. - The advertising services division is the fastest-growing segment, with a 23% year-over-year revenue increase in Q2, contributing significantly to Amazon's overall operating profits [5]. - Amazon Web Services (AWS) reported a 33% operating margin, benefiting from the AI arms race as clients rent computing resources for AI model training, despite a decrease from Q1's 39% margin due to increased spending on capacity [7]. Group 2: Market Trends and Projections - The global cloud computing market is projected to grow from $752 billion in 2024 to $2.39 trillion by 2030, indicating strong future demand for AWS [8]. - Amazon's operating profits increased by 31% in Q2, and a conservative growth rate of 20% is projected through 2030, leading to an estimated $210 billion in operating profits by the end of that year, a 172% increase from current levels [9][11]. - If Amazon maintains a valuation of 25 times operating profits, the company could reach a market cap of $5.3 trillion, translating to a stock price of approximately $492 by 2030 [11][12].

Core Viewpoint - A judge has ruled in favor of the U.S. Federal Trade Commission against Amazon on several significant issues related to the agency's claims regarding Amazon's Prime subscription practices violating consumer protection laws [1] Group 1 - The ruling comes ahead of a trial scheduled for next week [1] - The case focuses on the implications of Amazon's subscription practices on consumer rights [1]

Core Point - Amazon is phasing out its controversial "commingling" policy, which has faced long-standing criticism, marking a significant change in its fulfillment operations [1] Group 1 - The "commingling" policy involved pooling identical items from different sellers, which has been a point of contention for many stakeholders [1] - This change is expected to impact Amazon's fulfillment operations significantly, potentially altering how products are stored and shipped [1]

As Big Tech companies ramp up their capital expenditures, rising depreciation costs are threatening their margins and Wall Street seems to be vastly underestimating the impact. ...

分组1 - The Federal Reserve is expected to cut rates, with a 97-98% probability for a 25 basis point cut, and the market is curious about the dot plot indicating the endpoint of the rate-cutting cycle [4][5][12] - The yield curve remains flat, with a ten-year rate at 4.03% and a three-month rate at 3.97%, leading to questions about the attractiveness of long-term bonds [6][14] - The Bank of Japan (BOJ) meeting is anticipated to influence interest rate differentials, potentially strengthening the yen if the BOJ commits to future rate hikes [7][8] 分组2 - Nvidia faces challenges as China restricts chip sales, which could negatively impact its stock and the broader market due to its significant weighting in the S&P 500 [9][10] - The current tech market shows high concentration risk, with a significant portion of the S&P 500 being driven by a few large tech stocks, raising concerns about the sustainability of this trend [26][28] - The healthcare sector is viewed as undervalued, with companies like UnitedHealthcare and Zoetis being highlighted as attractive investment opportunities due to their strong fundamentals and growth potential [57][59][61] 分组3 - The discussion emphasizes the importance of understanding valuation metrics specific to different sectors, as well as the need for a long-term investment perspective [63][66] - Investors are encouraged to focus on long-term themes and growth opportunities, particularly in sectors that may be overlooked due to current market trends [66][70] - The market is characterized by confusion and volatility, with mechanical factors influencing price movements more than fundamental data [75][79]

About this content About Sean Mason Sean Mason is a Senior Journalist at Proactive, having researched and written about Canadian and US equities for 20 years. Sean graduated from the University of Toronto with a BA in history and economics and has also passed the Canadian Securities Course. He previously worked at Investors Digest of Canada, Stockhouse, and SmallCapPower.com. Read more About the publisher Proactive financial news and online broadcast teams provide fast, accessible, informative and action ...