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Jim Kelleher raised his price target on Amazon (AMZN) despite the company's dip after earnings. He believes its AWS revenue was still fantastic but points to numbers he believes investors shrugged off: global retail. Its ecommerce infrastructure is what Jim believes to be Amazon's true profit machine despite tariff concerns. Tom White later turns to example option trades for the company.

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AMZN "Never Healthier," Global Retail Flexes as A.I. Builds Muscle

Schwab Network

AMZN "Never Healthier," Global Retail Flexes as A.I. Builds Muscle