Tech giant Amazon.com Inc NASDAQ: AMZN is once again getting investors excited about an imminent breakout. Shares closed Wednesday near $225, up more than 4% from Tuesday’s lows, as investors digested the aftermath of this week’s two-day Prime Day event. Full results haven’t yet been released, but Wall Street will be looking for signs of another record shopping surge, which is precisely what the stock needs. Given Amazon is still consolidating below its long-standing $240 resistance level, the timing couldn ...

All right, why don't we start with your word of the day. It's prime. What's prime right now.Uh, so word of the day, prime for me, I'm looking at Prime Day as an indicator what might be going on in the markets, right. So, uh, you know, Amazon has these Prime days. It'll be interesting to me to use that as sort of the first indicator of the health of the US consumer.Are they buying as much as was expected uh, coming on the heels of the shutdown. And do we get some indication of how the US consumer really feel ...

Let's turn to Amazon in particular as you say as the company kicks off the holiday shopping season with the big Prime Day deals today. Joining us now with his outlook is Max Group senior consumer internet analyst Tom Forte. Tom, how how much pressure is Amazon feeling because of tariffs.Yeah, so Sarah, so far Amazon's not feeling a lot of pressure and the reason is they were heavy in inventory in expectation of tariffs and if you look at the Amazon, they have a structural advantage on their marketplace. 60% ...

Let's turn to Amazon in particular as you say as the company kicks off the holiday shopping season with the big Prime Day deals today. Joining us now with his outlook is Max Group senior consumer internet analyst Tom Forte. Tom, how how much pressure is Amazon feeling because of tariffs.>> Yeah, so Sarah, so far Amazon's not feeling a lot of pressure and the reason is they were heavy in inventory in expectation of tariffs and if you look at the Amazon, they have a structural advantage on their marketplace. ...

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While advanced innovations such as artificial intelligence have buoyed the broader technology ecosystem, the sector has recently encountered significant pressure. As such, quite a few tech powerhouses have suffered volatility. However, e-commerce and cloud-computing giant Amazon.com Inc AMZN has managed to ride out the storm. Still, perpetual bullish cycles are difficult to come by these days, raising questions about AMZN stock.On a year-to-date perspective, Amazon's market performance isn't exactly remarka ...

Core Insights - The latest Core Personal Consumption Expenditures (PCE) index shows a year-over-year increase of 2.9%, the highest level since February, indicating a slight uptick in inflation compared to previous months [1][5][6] - The month-over-month Core PCE remained stable at 0.3%, aligning with market expectations, suggesting a stable inflation environment [1][5][6] - Consumer spending in July saw its largest increase in four months, reflecting strong consumer demand and contributing to a "Goldilocks" economic narrative for the U.S. economy [1][4][9] Inflation Data - The Core PCE price index rose by 0.3% month-over-month and 2.9% year-over-year, consistent with market forecasts [5][6] - Overall PCE increased by 0.2% month-over-month and 2.6% year-over-year, also meeting expectations and indicating stabilization [5][6] - The rise in service costs, particularly in investment management fees and entertainment services, has contributed to the inflation outlook [7][8] Consumer Spending Trends - Consumer spending growth is primarily driven by increased purchases of durable goods such as automobiles and home furnishings [9] - Retail giants like Amazon, Walmart, and Home Depot express optimism regarding consumer demand resilience despite concerns over potential price increases due to tariffs [9] - The labor market's slowdown may impact consumer confidence, but spending remains robust for now [9] Market Reactions - Following the PCE data release, market expectations for a Federal Reserve rate cut in September surged to over 90% [1][10] - The PCE report has reinforced the narrative of manageable growth and controlled inflation, leading to increased speculation about future monetary policy adjustments [4][10] - Financial markets reacted with a narrowing of losses in major stock indices and a rise in U.S. Treasury yields post-PCE data [10]

Summary of Conference Call Notes Company and Industry - The conference call primarily discusses **Amazon** and its performance across various business segments, particularly focusing on **cloud services**, **retail**, and **advertising**. Key Points and Arguments Financial Performance - Amazon's **operating profit margin** is under pressure due to increased depreciation and amortization costs, with short-term sacrifices in profit margins being acceptable for the company [1] - The **cloud business** revenue exceeded expectations, achieving over **$30 billion** in the quarter, indicating strong growth [1] - The **total development expenditure** for the year is expected to exceed **$120 billion**, up from the previous guidance of **$100 billion** [2] - **Retail and advertising** segments showed significant growth, with online retail revenue reaching **$61.5 billion**, exceeding consensus estimates by approximately **5%** [4] - **Advertising revenue** was reported at **$15.7 billion**, also surpassing expectations by around **5%** [4] Business Segment Insights - The **cloud business** (AWS) saw a **17% year-over-year growth**, although profit margins decreased to **33%** from nearly **40%** in the previous quarter [6][7] - **International profit margins** improved significantly, reaching **4%**, while North American margins were at **7.5%**, both exceeding expectations [8] - The **advertising business** benefited from increased retail traffic and partnerships with brands like Disney, enhancing its market position [5] Investment and Development - Amazon's **capital expenditures** are heavily focused on cloud infrastructure, self-developed chips, and data center construction, with a notable increase in spending on cloud resources [6][9] - The company is actively investing in AI technologies, with new models and tools being developed to enhance operational efficiency and customer engagement [12][14] Market Dynamics - The competitive landscape in the cloud market is intensifying, with demand for cloud services increasing significantly, leading to potential risks if supply does not keep pace [10] - Amazon's **retail business** remains resilient, with no significant impact from tariffs observed, and profit margins benefiting from cost optimization and AI-driven efficiencies [21] Future Outlook - The revenue guidance for the next quarter is set between **$174 billion and $179.5 billion**, which is above market expectations [11] - The company maintains a cautiously optimistic outlook regarding profit margins, anticipating some relief from stock compensation expenses in the upcoming quarter [15] - The overall sentiment reflects a strong commitment to meeting customer demand and enhancing service capabilities through ongoing investments in technology and infrastructure [18] Additional Important Content - The introduction of new AI models and tools is expected to improve operational efficiencies, with specific enhancements in warehouse robotics and inventory management [19] - The **Alexa** platform is evolving, with new features aimed at increasing user engagement and monetization opportunities through applications and subscriptions [20] - The international business has shown consistent improvement in profit margins over ten consecutive quarters, indicating a successful expansion strategy [20]

E-commerce Performance - Amazon's Prime Day performance provides insights into the retail market's direction heading into the holiday season [1] Market Trend - The report analyzes the trends observed during Amazon's Prime Day to predict broader retail market behavior [1]

Analyst's Disclosure:I/we have a beneficial long position in the shares of AMZN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Let me say it clearly: Amazon's (NASDAQ: AMZN ) Q2 2025 earnings will likely post a beat. After all, its latest Prime Day was a success , with ...