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Amazon pressures suppliers for significant discounts up to 30% ahead of a Supreme Court tariff ruling, indicating cost-cutting efforts that may affect profitability and supply chain dynamics.
Amazon's growth is supported by strong Prime momentum, expanding AWS adoption, and diversified business segments, despite margin pressure from heavy AI investment and cloud competition.
Zacks flags Microsoft’s AI and Azure momentum and Amazon’s Prime/AWS strength, while both face intensifying cloud competition and heavy AI-related spending that could pressure margins and operating e…