Amazon's strong cloud and ad revenues counter tariff worries, showing financial resilience.

Amazon's financial resilience is highlighted by its strong performance in the cloud computing and advertising sectors, which offset concerns over tariffs on Chinese goods. While tariffs may affect prices and consumer spending, especially in retail, Amazon's substantial profits from AWS and advertising indicate a robust financial position. Gary Cohn predicts consumers will feel tariff impacts by late May, with a Gallup poll showing most Americans expect tariffs to increase prices.