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Private Wealth Daily
Markets & outlook · Video

Amazon Might Be the Most Underrated Stock in Tech

For wealth professionals following the AI trade, the episode frames Amazon’s earnings and AI infrastructure financing as issues to watch. It also brings in cost of capital and credit market conditions as context for market discussions.

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Summary

By the markets & outlook desk

This episode of What Are Your Thoughts features Josh Brown and Michael Batnick discussing Anthropic’s S-1 filing, what is happening beneath the surface of the stock market, and why Amazon’s upcoming earnings report could be a test for the AI trade. They cover AWS growth, Amazon’s AI spending, and whether the company can convince investors that the returns justify the investment. The episode also touches on rising cost of capital and tightening credit markets, plus Josh’s “Dirty Dozen” stock charts and a mystery chart.

  1. Amazon’s upcoming earnings report is presented as a major test for the AI trade.
  2. The discussion covers AWS growth, Amazon’s AI spending, and whether returns justify the investment.
  3. Rising cost of capital and tightening credit markets are discussed in relation to AI infrastructure.
  4. The episode also includes Anthropic’s S-1 filing, market breadth, the “Dirty Dozen” charts, and a mystery chart.

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Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.

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