Amazon’s ‘FUNDAMENTALS’ continue to improve: NFJ Investment Group CIO

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1. 01 AMZN NASDAQ ACHETER -2,41%
   Entrée $258,63 22 août 2026

   Actuel $252,40 09 sept 2026

   Résultat −$6,23

   vs. indice −2,0% SPY −0,4% sur la même période

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   Contexte de la transcription source

   …S BETTING ON AMAZON STRONG OPERATING GROWTH AND MASSIVE A.I. OPPORTUNITY. JOINING ME NOW WITH 4.8 BILLION IN ASSETS UNDER MANAGEMENT IS NFJ INVESTMENT GROUP CIO JOHN MOWRY. MORGAN STANLEY MAKES QUITE THE BULLISH CASE. WHAT'S YOUR CASE? >> WHAT'S FASCINATING ABOUT AMAZON IS THE FUNDAMENTALS CONTINUE TO IMPROVE BUT THE VALUATION IS AT THE LOWEST LEVEL SINCE OCTOBER OF 2008. WHAT'S FASCINATING IS WHEN I LOOK AT AMAZON WE MIGHT BE ON THE CUSP OF THE FIRST TRILLION DOLLAR REVENUE COMPANY EVER IN WORLD HISTORY, SO WE'RE AT 900 BILLION TODAY GETTING TO A TRILLION DOESN'T SEEM THAT HARD WHEN GROWING REVENUES AT 20%…

   WHAT'S FASCINATING ABOUT AMAZON IS THE FUNDAMENTALS CONTINUE TO IMPROVE BUT THE VALUATION IS AT THE LOWEST LEVEL SINCE OCTOBER OF 2008.

   Aller

   Contexte extrait par IA MORGAN STANLEY MAKES QUITE THE BULLISH CASE. WHAT'S YOUR CASE? >> WHAT'S FASCINATING ABOUT AMAZON IS THE FUNDAMENTALS CONTINUE TO IMPROVE BUT THE VALUATION IS AT THE LOWEST LEVEL SINCE OCTOBER OF 2008.

2. 02 BABA NYSE ACHETER -8,33%
   Entrée $119,34 22 août 2026

   Actuel $109,40 09 sept 2026

   Résultat −$9,94

   vs. indice −7,9% SPY −0,4% sur la même période

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   Contexte de la transcription source

   …AST TIME YOU WERE HERE, WITH ME, JULY 2023, AND JULY 2025, YOU LIKE CHINA. THAT WAS A CONTRARIAN PICK. ALIBABA IN PARTICULAR, REPORTS EARNINGS THIS WEEK COMING UP. BAIDU REPORTED THEY ARE STRUGGLING DO YOU LIKE THE CHINA TRADE QUICKLY? >> I'D SAY I LIKE CHINA BUT IT'S A LITTLE BIT MORE NARROW AT THIS POINT NOT AS BROAD BECAUSE IT'S NOT QUITE AS WASHED OUT AND IT'S STILL PARTICULARLY ATTRACTIVE A VERY INTEGRATED A.I. PLAY WHERE THEY HAVE THE COMMERCE BUSINESS, QUINN WITH THEIR CHATGPT. >> [CLOSING BELL RINGING] LIZ: JOHN MOWREY, TH

   I'D SAY I LIKE CHINA BUT IT'S A LITTLE BIT MORE NARROW AT THIS POINT NOT AS BROAD BECAUSE IT'S NOT QUITE AS WASHED OUT AND IT'S STILL PARTICULARLY ATTRACTIVE A VERY INTEGRATED A.I. PLAY WHERE THEY HAVE THE COMMERCE BUSINESS, QUINN WITH THEIR CHATGPT.

   Aller

   Contexte extrait par IA LIZ: FASCINATING TO SEE. THE LAST TIME YOU WERE HERE, WITH ME, JULY 2023, AND JULY 2025, YOU LIKE CHINA. THAT WAS A CONTRARIAN PICK. ALIBABA IN PARTICULAR, REPORTS EARNINGS THIS WEEK COMING UP. BAIDU REPORTED THEY ARE STRUGGLING DO YOU LIKE THE CHINA TRADE QUICKLY? >> I'D SAY I LIKE CHINA BUT IT'S A LITTLE BIT MORE NARROW AT THIS POINT NOT AS BROAD BECAUSE IT'S NOT QUITE AS WASHED OUT AND IT'S STILL PARTICULARLY ATTRACTIVE A VERY INTEGRATED A.I. PLAY WHERE THEY HAVE THE COMMERCE BUSINESS, QUINN WITH THEIR CHATGPT.