$Amazon(AMZN.US): Google results were a warning sign to Amazon investors. Tonight the Street will likely discount favora…
$Amazon(AMZN.US): Google results were a warning sign to Amazon investors.
Tonight the Street will likely discount favorable Sep results and an inline Dec guide because the long-term (starting second half of 2027) risk that personalized bots pose to the business is increasingly real. Some of that is getting priced in today, with shares down 3.5% going into the print vs. Nasdaq down 1.5%.Personalized bots will make it easy to find just what you’re looking for, making them a logical starting point for anything we buy.Amazon wins for three reasons: 1. Finding what you want, 2. Speed, 3. Trust. The first will increasingly be under attack.Source: Gene Munster
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