Amazon’s quarterly beats took a back seat to a couple dings we’re not going to sweat
We don't see these items as thesis-changing.
We don't see these items as thesis-changing.
All three of the top companies providing cloud-based computing and storage delivered less fourth-quarter revenue from this category than expected.
Investors sold down the stock roughly 5.5% on a disappointing 2025 guide.
The drugmaker is not perfect, as the past few months showed, but it's still a thoroughbred.
Management assured us that its outlook is a starting point for the year and not hostage to currency fluctuations.Â
The company is expected to show strong operating income growth, reflecting CEO Andy Jassy's efforts to rein in expenses.
The heart of our investment thesis in the drugmaker remains intact.
Roblox shares plunged more than 16% after falling short of Wall Street's bookings and daily active user estimates.
Analysts surveyed by LSEG are expecting Amazon to report revenue of $187 billion for its latest quarter on Thursday.