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Should You Buy Amazon and Meta Platforms Stocks Before July 29?

The article is a bullish pre-earnings opinion piece arguing that Amazon and Meta Platforms are attractive buys ahead of their late-July earnings reports. For Amazon, the author highlights accelerating AWS cloud growth, AI infrastructure investment, improving operating leverage in e-commerce, and efficiency gains from robotics and AI. It also argues Amazon remains reasonably valued versus peers like Walmart and Costco. For Meta, the piece says the market is underestimating the company’s shift toward AI and cloud computing, including plans to lease up to $10 billion in compute capacity from Anthropic, build about 14 gigawatts of AI capacity by 2027, and launch its own custom chip. Overall, the article suggests both stocks could re-rate higher if earnings confirm improving fundamentals and AI-driven growth.

Category

Amazon

Sentiment

Bullish

Event

Earnings preview

Reading time

1 min