Amazon is seeing strong operating leverage in its e-commerce business, leading to strong profitability growth in the segment. Meanwhile, its cloud computing business is starting to seeing accelerating growth.
The Nasdaq Composite bull market continued in 2025, but history suggests there's additional upside ahead. Businesses are developing new applications for generative AI, and demand continues to climb.
Alphabet's strategy of infusing its core offerings with advanced AI capabilities is paying rich dividends. Broadcom's custom silicon and networking products are experiencing significant demand.
Alphabet's Google has maintained its dominance over the past few years despite many calling for its downfall. While best known for its e-commerce business, Amazon is experiencing its strongest growth elsewhere.
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