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NFJ CIO: Amazon’s Fundamentals Improving as AWS Bolsters Growth Amid Tech Volatility
NFJ Investment Group CIO John Mowrey says Amazon’s fundamentals are strengthening, with AWS driving growth and resilience despite broader tech market volatility.
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What stands out
On Fox Business, NFJ Investment Group CIO John Mowrey said Amazon’s fundamentals continue to improve, singling out Amazon Web Services as the business that steadies the company when broader tech stocks wobble. That matters because revenue growth and cloud durability are what active managers cite when they look past quarterly noise, yet the company’s profit dynamics remain erratic. Investors hearing this should treat the comment as a directional signal about improving operations, not as evidence that headline profitability problems have been solved.