Charlie O'Shea considers Amazon's (AMZN) earnings pretty strong, bolstered by AWS cloud. He sees A.I. spending increasing and believes Amazon investors will remain very "patient" for the company to buildout infrastructure. Owen Carr talks about the Mag 7 giant's advertising arm and how it added muscle to the report. He makes the case that Amazon trimmed tariff fears but will face pressure once retail prices go up.

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