Amazon's Prime Day Performance - Some reports indicate that Amazon's Prime Day deals may not have been as significant as advertised, with some items increasing in price or remaining unchanged [1][2][4][6] - Channel checks suggest Prime Day performance was "soft" or "light" compared to the 4-day Prime Day in July, making direct comparisons difficult [4] - The softness in Prime Day sales could reflect broader consumer weakness, but it's hard to definitively determine [5][6][7] Amazon's Overall Business and Strategy - Surveys indicate that Amazon maintains high levels of customer satisfaction regarding price, selection, and convenience [3][8] - Amazon's pricing algorithm aims to match the lowest prices available, a strategy that has been consistent over the years [9] - AWS (Amazon Web Services) is a key driver for Amazon's stock performance, more so than retail [10][11] AWS Growth and AI - Acceleration of AWS growth in the latter half of the year is crucial, especially compared to competitors like Azure and Google Cloud [11] - AWS backlog accelerated in the last two quarters, exiting at 25% year-over-year growth, indicating future potential [12] - The industry is experiencing an inflection in cloud compute and storage needs due to AI [12] - Supply constraints related to Nvidia chips are gradually being addressed, benefiting AWS [12] - The Anthropic deal, where Anthropic is a major customer for AWS, should contribute to AWS growth [12][13] - If AWS can exit the year with close to 20% year-over-year growth, the stock could increase significantly [13] AI Investment and Efficiency - Companies may be overinvesting in AI, driven by the fear of underinvesting [17] - Revenue per employee for major hyperscalers (Microsoft, Amazon, Google, Meta) has increased over the last 2-3 years, partly due to AI efficiencies [18] - Operating income or revenue per employee has dramatically increased, with some companies like Meta seeing a 70% increase over the last 3 years [19][20] - Companies are likely getting a better return on their AI spend, which is reflected in revenue per employee and improved products [21]

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E-commerce Performance - Amazon's Prime Day performance provides insights into the retail market's direction heading into the holiday season [1] Market Trends - The retail market's trajectory into the holiday season can be observed through Amazon's Prime Day performance [1]

Here's what we know about how Amazon performed over Prime Day and where the retail market is headed into the holiday season.https://t.co/MpqpDTEsYv https://t.co/rygIDlNFlH ...

Here's what we know about how Amazon performed over Prime Day and where the retail market is headed into the holiday season.https://t.co/dTdJrlaqxv https://t.co/Z9xV90QRBY ...

Here's what we know about how Amazon performed over Prime Day and where the retail market is headed into the holiday season.https://t.co/2NuzhQ7UgW https://t.co/ZtpIdVn6xN ...

Here's what we know about how Amazon performed over Prime Day and where the retail market is headed into the holiday season.https://t.co/Iv7I1EDbrh https://t.co/YarYRcS9rY ...

Prime Day event drove over $24B in U.S. e-commerce sales, gen AI traffic was up 3,300% | TechCrunch https://t.co/RLRaHn92FG ...

Five things to know ahead of today's opening bell. Warner Brothers Superman reboot topping the weekend box office brought in $122 million in the United States and Canada in its debut weekend. Its global hall estimated two at $217 million.The movie cost $225 million to produce. Of course, there are marketing costs on top of that. Shoppers spending heavily online from last Tuesday to Friday, what some are calling Black Friday and summer.That was led by Amazon's Prime Day, Adobe Analytics, saying that online s ...

Despite a slow start to the Prime Day summer sales event, U.S. online sales reached $24.1 billion with retailers offering deeper discounts than last year. https://t.co/iQUZqQlS2D https://t.co/iQUZqQlS2D ...