Edgewater Comments on AMZN, GOOGL, APH, TEL and ST

Edgewater Comments on AMZN, GOOGL, APH, TEL and ST.

• "APH/TEL/ST: Incremental progress in industrial; Auto mixed; NVL in focus for 2H"
• "AMZN: Q2 positioned for upside w/NA retail improving, AWS growth consistent Q/Q; 2H retail outlook less certain with potential tariff-related impacts."
• "GOOGL: Search continues to benefit from relative funnel positioning & resilient consumer; competitive AI threats still seen as manageable." - "Cloud: 2Q Feedback encouraging: GenAI driving most activity and little signs macro/tariff fears are impacting deals."

You May Also Be Interested In

• Kalshi in early talks for IPO - The Information
• Volato (SOAR) files for 6.5M share offering by selling stockholders
• Ribbon Communications expands voice deal with Comporium