Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers.
The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor.
Perfect for your commute, coffee break, or pre-market scan.
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Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers.
The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor.
Perfect for your commute, coffee break, or pre-market scan.
Can AWS Hold Up? Goldman on Amazon’s Growth Limits
the Wall Street Journal Podcast
5 minutes 23 seconds
3 months ago
Can AWS Hold Up? Goldman on Amazon’s Growth Limits
Goldman Sachs released first-take analysis on Amazon Q2 2025 earnings July 31st. Revenue hit $167.7B (+13% YoY) beating estimates, operating income reached $19.2B vs $16.8B expected. AWS revenue $30.9B (+17%) slightly below investor expectations elevated by competitor performance, with weaker-than-estimated profitability. Advertising revenue $15.7B (+23%) standout performer. Q3 guidance optimistic but Goldman expects muted stock reaction, maintains Buy rating with $220 target. Focus on supply chain tariff adaptation and AI investment outlook.
the Wall Street Journal Podcast
Two CFA professionals crack open everyday’s Wall Street Journal, distilling the essential headlines, the biggest winners and losers.
The show is conversational—no jargon, no rambling—but backed by decades of combined experience on the research desk and trading floor.
Perfect for your commute, coffee break, or pre-market scan.
