Amazon’s Tariff Tailwind and E-Commerce Catalyst Could Boost Long-Term Prospects
Amazon's recent earnings report revealed cooling investor sentiment, with shares remaining flat over the past three months. Concerns over AWS growth and potential tariff impacts on its North America segment—which accounts for 60% of net sales—have weighed on the stock.
A pivotal change in U.S. tariff law, however, may reverse this trend. The elimination of a minor exemption, coupled with emerging e-commerce tailwinds, could position Amazon for stronger performance ahead. Market participants are now assessing whether these regulatory shifts will offset near-term headwinds.