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Amazon (AMZN) Tumbles as AWS Growth Lags; Retail and Ads Cushion Impact | GuruFocus | Login to see the signal | |
Amazon Holds Ground as Cloud Growth Slows, Retail Moat WidensSummaryAmazon's AWS growth slowed to 17% YoY, trailing Microsoft and Google, while retail strength, Prime penetration, ad revenue growth and warehouse robotics support margins. High capex and macro risks keep valuation and long-term upside uncertain. |
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