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Dickens: AMZN AWS Offers Long Runway, Other Businesses Build Wide Moat

Dickens: AMZN AWS Offers Long Runway, Other Businesses Build Wide Moat

Schwab Network · Schwab Network

October 3, 20258m 32s

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Show Notes

Steven Dickens doesn't understand why Amazon (AMZN) has been an underperformer in the Mag 7. He points to the company's ecommerce enterprise as unmatched, anticipating further acceleration heading into the holiday shopping season. It also has strong growth potential in A.I., says Steven, expecting Amazon's AWS cloud to drive much of the company's future growth. Tom White turns to the options front for Amazon.


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