Amazon Unboxed: Record Profits, AI Ambitions — So Why the Selloff?

Amazon’s Q2 2025: Record Profits, Slowing Cloud, and a $100 Billion AI BetAmazon just reported a blowout quarter — record operating income, ad growth, retail margin expansion — and yet... the stock dropped 8%. What gives?In this sharp, 16-minute episode, we break down:Why AWS’s slowing growth is worrying Wall Street — even as margins expandAmazon’s $100B capex spree: AI chips (Trainium 2), data centers, and Project KuiperWhat GenAI means for Amazon’s cloud future (vs. Azure and Google Cloud)The paradox of record profitability and a 66% YoY drop in free cash flowWhether this pullback is a buying opportunity — or the start of something deeperWe also explore how Amazon is reshaping its identity: from e-commerce juggernaut to AI infrastructure powerhouse.🎧 Perfect for professional and advanced retail investors who want more than surface-level earnings talk.