Amazon Has Erased Its Earnings Sell-Off, But Is the Biggest Opportunity Still Ahead?

Impact · against what's priced in

The article provides no new catalysts for AMZN or GOOGL, as the strong AWS growth and high capex are already reflected in the current price dynamics. For Amazon, the guidance for 40%+ growth through 2028 directly supports the acceleration the market has previously declined to pay for, but this remains a projection rather than a realized shift in fundamentals.

AMZN+0.30

Challenges what's priced in

The price assumes