Amazon’s 2025 stumble looks less like a long-term problem and more like a reset: the company closed the year with renewed momentum in cloud computing, meaningful margin improvement in retail, and a string of infrastructure and customer deals that position it to be a stronger earnings story in...
Amazon’s mix of e-commerce scale, a dominant cloud franchise, fast-growing advertising, and subscription cash flow is the central thesis behind a bullish call that the company “will soar in 2026,” but the argument works only if a few key growth engines continue to outperform and capital...