Advertising tailwinds

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Cramer's Mad Dash: Amazon
Youtube· 2025-10-03 14:17
Group 1 - Goldman Sachs has raised its price target for Amazon from $240 to $275, indicating a positive outlook for the company [1] - There has been bearish sentiment regarding AWS, with concerns about spending and competition, but the Goldman report addresses these issues positively [1] - The report highlights unappreciated advertising tailwinds for Amazon ahead of the holiday season, suggesting a well-timed call [2] Group 2 - Anthropic is mentioned as a significant part of the discussion, although Amazon itself is not directly referenced [2]
Opening Bell: October 3, 2025
CNBC Television· 2025-10-03 13:59
talks about advertising tailwinds are unappreciated. I like that. Ahead of the holiday season, I think it's a welltimed call. >> Anthropic a big part of the call too.>> Yes. And by the way, when you listen to Jensen Wong, anthropic comes up periodically. Amazon does not per say, but I like the fact that it's uh dealt with and somewhat dismissed by a very good Goldman call Eric Sheridan.I salute it. Let's with that, let's get the opening bell on the CNBC real time exchange on the big board today. It's Nation ...