Trump says Russia has agreed to deliver millions in diesel fuel after 'highly successful discussion'

Impact · against what's priced in

The Russian diesel deal and the US blockade of Hormuz provide a net positive for logistics-heavy companies by reducing energy costs, though the impact is modest as macro headwinds were already largely priced in. For AMZN, the mentions of socialism and Bezos are noise relative to the core drivers of AWS and advertising growth.

AMZN+0.00

Already priced in

The price assumes

geopolitical and macro headwinds currently in circulation