Bloomberg Businessweek

Apple Posts Massive Sales Beat While Amazon Underwhelms

Jul 31, 2025
Ivan Feinseth, Chief Investment Officer at Tigress Financial Partners, provides keen insights into Apple's impressive quarterly performance, highlighting robust iPhone sales and a rebound in China. He discusses how US tariffs may have unintentionally boosted Apple, as consumers rushed to buy before potential price hikes. In contrast, Feinseth examines Amazon's financial miss, noting concerns over its spending in the AI race. He contextualizes these earnings within broader market trends, including the impact of the strong US dollar and evolving consumer behavior.
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INSIGHT

AWS Growth Context

  • AWS grew 17% in constant currency but didn't outperform like Microsoft and Google.
  • Amazon lacks a ChatGPT-like app boosting cloud demand compared to competitors.
ADVICE

AI Boosts Amazon Shopping

  • Improve customer shopping with AI-enhanced search and personal assistants.
  • These AI tools boost conversion by helping choose and navigate products.
INSIGHT

AWS Size and Growth Explained

  • AWS is largest cloud with over $100 billion run rate, growing at 17-18% is solid.
  • Microsoft benefits from ChatGPT workloads, explaining faster growth.
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