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This episode primarily focus on Amazon's impressive third-quarter 2025 earnings results, which significantly surpassed Wall Street expectations. A major theme across the sources is the exceptional performance of Amazon Web Services (AWS), with several reports highlighting its strong growth—at its fastest rate since 2022—as the primary factor driving the overall success and a subsequent 10-11% jump in Amazon's stock price. Financial details reported include revenue of $180.2 billion and a 38% increase in profit, partly boosted by a large investment in Anthropic. While most analysis is positive, one source suggests a downgrade of the stock due to the rapid price appreciation pushing it above fair value, and another piece mentions CEO Andy Jassy attributing recent 14,000 job cuts to cultural fit, rather than cost or AI concerns.

Disclaimer: This podcast by kavout.com is for informational and educational purposes only and does not constitute investment advice. All opinions are those of the hosts and guests. Please consult a qualified financial advisor before making any investment decisions.

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72 episodes