Stock Movers Closing Bell: Amazon Climbs on Earnings, Roku and Zillow Lower
Oct 30, 2025
The hosts discuss a significant 11% rise in Amazon's shares after better-than-expected Q3 results, driven by strong cloud growth. They dive into Amazon's operational strategies, including same-day delivery expansions. Meanwhile, Roku's stocks fell 8.5% despite an earnings report, and Zillow's results exceeded analyst expectations, but shares dipped nonetheless. Insights into AI-driven growth and future guidance for these tech giants keep the analysis lively and engaging.
AI Snips
Chapters
Transcript
Episode notes
Amazon Beats Topline And EPS Amid AWS Nuance
- Amazon beat full-company sales and EPS despite AWS and operating-margin misses.
- Investors focused on AWS reacceleration and AI commentary as drivers of the 8–11% after-hours pop.
AI Narrative Fuels AWS Reacceleration Claim
- Andy Jassy framed AI as driving improvements across Amazon and highlighted AWS growth re-acceleration to ~20%.
- Market interpreted that as validation AWS remains competitive and rewarded the stock.
Guidance Matches Expectations But Leaves Range Risk
- Amazon guided Q4 net sales roughly in line with Street expectations at $206–$213 billion.
- Operating income guidance showed a wide range, leaving some uncertainty despite upbeat metrics.