Jefferies Names Amazon as Top Pick Among Magnificent 7 Ahead of Q2 Earnings
Original from YahooFinance: The Top Mag 7 Stock Headed Into Q2 Earnings: Jefferies Says Buy Amazon Over Tesla or Apple

Jefferies Names Amazon as Top Pick Among Magnificent 7 Ahead of Q2 Earnings

Jefferies has identified Amazon as its top choice among the Magnificent 7 stocks as they approach Q2 earnings. The firm highlights Amazon's forward P/E ratio of 29, significantly lower than Tesla's 179, alongside a robust quarterly earnings growth of 74.8% year-over-year, compared to Apple's 21.8% and Tesla's 8.3%.

This recommendation is crucial for retirement investors evaluating long-term portfolio options. Amazon's AWS is projected to grow by 32% in Q2, and survey data indicates that 54% of Prime members increased their spending by over 10% year-over-year. The company's backlog for AWS performance obligations is nearing $500 billion, showcasing its strong growth potential.

Looking ahead, Amazon's upcoming earnings report on July 30 is anticipated to reflect its competitive edge, with analysts projecting a share price around $256. No further timeline was disclosed at the time of publication.

Editor's Note

As the robotics and automation sectors continue to evolve, companies like Amazon are leveraging AI infrastructure to enhance their service offerings. This strategic focus on technology and growth could influence investment decisions, particularly for those in the retirement phase looking for sustainable income options.

RobotToday Initiative

Robotics needs a service framework.

RSF defines a common language for robot service capability, lifecycle operations, certification pathways, and service-provider networks.

Share

Related Articles/News

Apple's AI Features Approved in China; DeepSeek Prepares for IPO

Apple's AI Features Approved in China; DeepSeek Prepares for IPO

Apple's 'Apple Smart' AI model has completed its registration in China as of July 8, with Alibaba and Baidu providing support for text and image generation capabilities. This collaboration enhances the domestic version of Apple's AI suite and Siri functionality, marking a significant step in AI integration for Apple devices. The approval of Apple's AI fea...

Tesla Supplier New Sword Seeks 2.822 Billion Yuan in IPO for Robotics Expansion

Tesla Supplier New Sword Seeks 2.822 Billion Yuan in IPO for Robotics Expansion

Hangzhou New Sword Electromechanical Transmission Co., Ltd. has submitted its IPO application to the Shenzhen Stock Exchange, aiming to raise 2.822 billion yuan by issuing up to 27.99 million shares. Established in 1999, the Zhejiang-based company is recognized as one of the three major players in Tesla's humanoid robot supply chain, primarily supplying p...

Humanoid Robots IPO Supply Chain
Tesla's Optimus Production Targets Set to Challenge Competitors in Robotics Market

Tesla's Optimus Production Targets Set to Challenge Competitors in Robotics Market

Tesla has officially finalized its third-generation Optimus robot, aiming for a production capacity of 100,000 units annually. CEO Elon Musk has set a strict production timeline, requiring the company to ramp up to 1,000 units per week by September and stabilize at 2,000-2,500 units per week by year-end. Failure to meet these targets could result in a com...

Humanoid Robots AI Industrial Automation
Alibaba's Qwen AI Model to Enhance Apple Intelligence Across Multiple Platforms

Alibaba's Qwen AI Model to Enhance Apple Intelligence Across Multiple Platforms

Alibaba's Qwen AI model is set to be integrated into Apple Intelligence, enhancing user experiences in China across various Apple operating systems including iOS, iPadOS, macOS, and visionOS. This integration allows users to utilize Qwen's features such as text and image understanding and content generation without the need to switch between applications....

News Feed
Zipline Expands Drone Delivery Operations with New Executives from Tesla, Uber, and Waymo

Zipline Expands Drone Delivery Operations with New Executives from Tesla, Uber, and Waymo

Zipline is enhancing its drone delivery services in the U.S. by hiring former executives from Tesla, Uber, and Waymo to support its expansion. The company has achieved over 2.5 million commercial deliveries and is currently making one delivery every 20 seconds. With a factory capable of producing 24,000 drones annually, Zipline anticipates a 15-fold growt...

Tesla's Optimus Gen 3 Approved: Musk Aims for 100,000 Units Production Target

Tesla's Optimus Gen 3 Approved: Musk Aims for 100,000 Units Production Target

Elon Musk has officially approved the latest version of the Optimus Gen 3 robot, marking a significant milestone after over three years of development. With the production line nearing completion, Tesla has issued clear procurement guidelines to suppliers, aiming to ramp up production to 1,000 units per week by September and 2,000 to 2,500 units per week ...

Humanoid Robots AI Robotics
Retail Investors Shift Focus from Apple, Tesla, and Chip Stocks Amid Market Changes

Retail Investors Shift Focus from Apple, Tesla, and Chip Stocks Amid Market Changes

Retail investors significantly increased their purchases of SK Hynix on Friday, according to VandaTrack data. However, by Monday, SK Hynix's stock had dropped nearly 9% as South Korea's KOSPI index also fell. This trend reflects a broader pattern where retail traders are moving away from established stocks like Apple, Tesla, and Nvidia, opting instead for...

Musk Foresees Optimus as Tesla's Largest Product Amidst Strong Chinese Competition

Musk Foresees Optimus as Tesla's Largest Product Amidst Strong Chinese Competition

Elon Musk predicted during Tesla's earnings call in January 2026 that Optimus will become the company's largest product, potentially ten times bigger than its next biggest offering. Tesla is transitioning its Fremont factory to focus on Optimus production, increasing the annual capacity target for the Optimus V3 line from 50,000 to approximately 70,000 un...

Humanoid Robots AI Robotics Manufacturing
Tesla Completes Dismantling of 14-Year-Old Production Line for Optimus Robots

Tesla Completes Dismantling of 14-Year-Old Production Line for Optimus Robots

Tesla has officially dismantled the production line for its Model S and Model X vehicles at its Fremont factory, marking the end of a 14-year era. The entire process took just 46 days, as captured in a video released by Tesla, which stated, 'End of an era.' These flagship models have been pivotal in establishing Tesla's reputation in the luxury electric v...

Humanoid Robots Robotics AI
ROBOTTODAY Weekly July 6 – 10, 2026

ROBOTTODAY Weekly July 6 – 10, 2026

This week in robotics: AI² Robotics raises $735M for wheeled humanoids, Unitree G1 performs first live surgery, Dexmal launches DexOS platform, Agility Robotics announces SPAC, and Ondas acquires DZYNE for $875.8M. July 6–10, 2026.

RobotToday Weekly
Physical AI Landscape: From Digital Intelligence to the Embodied Physical World

Physical AI Landscape: From Digital Intelligence to the Embodied Physical World

A comprehensive industry analysis of Physical AI — covering Embodied AI, Field AI, Factory AI, VLM, World Model, VLA, and the VLA vs WAM architecture debate. Includes 20+ companies, 28 references, and the RobotToday Physical AI Landscape diagram. July 2026.

Artificial Intelligence
Samsung's Switch 2-compatible microSD and high-speed SSDs for PS5 on sale for Amazon Prime Day.

Samsung's Switch 2-compatible microSD and high-speed SSDs for PS5 on sale for Amazon Prime Day.

ITG Marketing is participating in the ongoing Amazon Prime Day with a focus on high-speed storage products, including the popular Samsung microSD Express designed to enhance gaming consoles. This sale offers discounts of up to 22.4%, providing consumers with an opportunity to take advantage of significant savings on these sought-after items.

Related Suppliers

Amazon Robotics (formerly Kiva)

Amazon Robotics, formerly Kiva Systems, develops and deploys autonomous mobile robots for warehouse and fulfillment center operations. Systems handle item transport, picking, and sortation, forming the backbone of Amazon's automated fulfillment network globally.

Apptronik

Apptronik: Humanoid Robotics for Industry Founded in 2016 as a UT Austin spinout, Apptronik develops general-purpose humanoid robots for human-centric environments. Its flagship platform, Apollo, is a 5'8", 160 lb fully electric robot designed for logistics and manufacturing tasks like material handling and pallet movement. Key Highlights: Capabilities: Features a 55 lb payload capacity, swappable batteries, and force-controlled actuators derived from NASA-related research. Human-Centric Design: Prioritizes safety through compliant motion, visual interfaces, and rounded industrial aesthetics for collaborative work. Intelligence: Partners with Google DeepMind to integrate embodied AI for natural language instructions and multi-step task execution. Strategy: Backed by Mercedes-Benz and GXO, Apptronik focuses on a phased rollout—starting with structured industrial warehouses before expanding into commercial and consumer sectors. By positioning robots as extensions of automation rather than total replacements, Apptronik aims to stabilize supply chains in labor-intensive industries.

Humanoid

Distalmotion

Distalmotion: Total procedures now >3,000 (global, as of Jan 2026 reports). Raised $150M in Series G (Nov 2025) + additional strategic investment from J&J (Jan 2026); total raised now ~$410M+ (prior ~$260M + recent). Strong US push for ASCs with multiple FDA clearances (hernia, cholecystectomy, hysterectomy). Revenue-generating/commercial but specific figures undisclosed (private). General surgery, bariatrics, gynecology, urology, colorectal

Healthcare & Senior Care Robot Manufacturer Manipulation & Grasping

CARTEAV

Carteav specializes in autonomous low-speed vehicles (LSVs) designed for geo-fenced environments. The AI-driven platform automates transport logistics, addressing labor shortages in repetitive tasks. Key features include user-controlled transit, robust safety protocols, and comprehensive management software. Applications span industrial campuses, retirement communities, and educational institutions, facilitating efficient, cost-effective mobility solutions while enhancing operational sustainability and user experience.

CyberOrigin

CyberOrigin specializes in AI and robotics, offering comprehensive data collection, refinement, and annotation services. Our solutions support the development of intelligent systems through structured workflows and advanced data processing techniques. Key products include data collection devices and annotation tools, facilitating high-quality datasets essential for machine learning and deep learning applications in various industries.

Ankercloud Inc.

Ankercloud offers technology and cloud expertise aimed at cost optimization in the cloud and elevating engineer productivity, backed by partnerships with AWS, Microsoft, and Google Cloud

Pigumaru Pigmal LLC (JP)

Pigmal LLC is a Japanese embedded systems and IoT development company working with Arduino, Raspberry Pi, ESP32, and cloud platforms (AWS, GCP). The firm develops firmware, mobile applications, and IoT solutions for connected hardware products in industrial and consumer markets.

Kindred Systems (CA)

Canadian developer of persistent multi-agent AI infrastructure providing cryptographic identity, layered memory, and ethical coordination protocols for autonomous AI systems. Focuses on governance and accountability frameworks for AI agent ecosystems.

Software & Algorithm Provider Control & Software Systems Human-Machine Interaction

Lightwheel

Lightwheel develops a Physical AI infrastructure, focusing on SimReady assets, synthetic data, and evaluation platforms. The architecture comprises three layers: World, Behavior, and Evaluation. The World Layer utilizes SimReady assets to create physically accurate environments, while the Behavior Layer generates training data for robots. The Evaluation Layer addresses the challenges of scaling robot-agnostic pretraining data.

Delta Drone (FR)

French drone investment and technology company (Tonner Drones) developing Countbot, an automated inventory drone for logistics warehouses. Also holds stakes in drone manufacturers Elistair and Donecle.

Logistics & Supply Chain EVOTL/Drone Robot Manufacturer

Roboworld, LLC

Today's manufacturing processes can place your robotic equipment in damaging environments. Protect your investment with a Robosuit® by Roboworld. A Robosuit® allows you to: - Operate in environments that unprotected robots cannot - Protects your investment from component failure - Extends the operational life of your robot - Reduces maintenance - Increases automation up-time. We cover the biggest names in the robotics industry such as ABB, Fanuc, Kuka, Motoman, Universal Robots (and others).

Multi-Contact USA

MC connector systems designed for the specific requirements of automated production facilities. Applications include manually or automatically actuated multi-couplings for docking systems, automated assembly lines, tool change systems for machining and molding equipment, and robotics. Equipped with MC Multilam Technology for lowest contact resistance and extremely high current density.