Stock Movers Amazon Falls, Apple Rises, Kimberly Clark Jumps on Strong Volume Growth
Aug 1, 2025
Amazon's stock takes a hit as disappointing operating income and skyrocketing expenses raise eyebrows. In contrast, Apple enjoys a solid upswing, fueled by rapid growth in key markets like Greater China. Kimberly Clark surprises investors with a remarkable surge, showcasing the strongest volume growth in five years despite recent economic challenges. The podcast dives into how tariffs and inflation are reshaping corporate strategies and sheds light on how actively managed ETFs can aid investors during turbulent times.
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Amazon Faces Investor Doubt
- Amazon shares dropped 6% due to weaker-than-expected operating income and slowing cloud growth.
- Investors doubt AI spending benefits despite Amazon CEO's optimism about early-stage AI advancements.
Apple Defies Tariff Pressures
- Apple experienced its fastest quarterly revenue growth in over three years, driven by strong global demand.
- The company managed high gross margins despite an $800 million tariff impact and expects more tariffs ahead.
Kimberly Clark Overcomes Tariffs
- Kimberly Clark posted the strongest volume growth in five years, rebounding from earlier tariff concerns.
- The company offsets tariff impacts through favorable currency effects and operational strategies like depreciation.