🔥 consumer_cyclical 핫 테마 분석

S-Class [AMZN] Amazon finishes 15% higher after blowout earnings

S-Class [AMZN] Alphabet, Amazon and Microsoft added nearly $1.5 trillion in combined value this week

Amazon, Microsoft and Google added hundreds of billions of dollars to their market caps, while Apple and Meta saw their market valuations fall.

[AMZN] 3 things to look out for on Monday

S-Class [AMZN] Amazon completes OpenAI investment with additional $35B tranche

S-Class [GIL] Gildan Activewear incorporates 'durable' tariff tailwind into FY26 profit outlook

S-Class [AMZN] Wall Street trades higher in a choppy session as Amazon rallies

[RIVN] Rivian expects 65,000-70,000 2026 deliveries as R2 ramps and targets point-to-point autonomy by year-end