Sources
Beth Kindig
Amazon’s $AMZN previously bulletproof AWS segment is also exposed to trickle-down tariff effects while its retail segment is squarely in tariff crosshairs. I discussed the puts and takes of Amazon’s AI-driven growth for premium members last week. https://t.co/D1qN4KR8KY
Schwab Network .@rebeccawalser explains how tariff hikes might impact $AMZN and why less imports from China is something watch in May. https://t.co/sCy91PzJaC
The Transcript Analyst during $AAPL call: "If you had told me that on April 2 that your hit from tariffs was only a $0.05-ish a quarter at $900 million, that would have been a pretty good outcome, given the panic that ensued. I'm surprised that it's that low."
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