Company: Amazon (NASDAQ: AMZN) reported a 15% year-over-year increase in operating cash flow, amounting to $114 billion in the first quarter. Despite its shares doubling since the market’s low in 2022, they have only risen 58% over the past five years. Analysts predict potential cost savings exceeding $10 billion by 2030 through the expanded use of robots in its fulfillment network.
Company: Roku (NASDAQ: ROKU) is the leading TV operating system in the U.S., Mexico, and Canada, recording over 35 billion hours of content watched last quarter. The company’s ad revenue grew by 17% year-over-year, positioning it well to capture a larger share of the digital advertising market. Roku’s current valuation reflects a 2.94 price-to-sales multiple, indicating potential for significant growth as more consumers shift from cable to streaming services.
