Both Amazon and Alphabet Remain Attractive Says Neuberger Berman's Flax

The video discusses the growth potential and challenges faced by Amazon and Alphabet. Amazon's AWS and advertising sectors show promise, while Alphabet's core search and YouTube businesses remain strong. Both companies are investing in future growth areas like cloud and autonomous driving. Cost management is crucial, with Alphabet moderating traffic acquisition costs and Amazon seeing profit improvements from past investments.

What is a key growth driver for Amazon mentioned in the video?

• Amazon Prime

• Amazon Web Services

• Amazon Fresh

• Amazon Music

Which area of Alphabet's business is showing good strength according to the video?

• Google Maps

• YouTube

• Google Play

• Google Photos

What new development in Alphabet's business was introduced in Q4?

• New hardware devices

• New cloud service

• New software update

• New advertising platform

What is one area where Alphabet is making significant investments?

• Virtual reality

• E-commerce

• Autonomous driving

• Social media

What is contributing to Amazon's operating profit improvements?

• Increase in product prices

• Expansion into new markets

• Aggressive investments in people and facilities

• Reduction in marketing expenses