JPMorgan highlighted Amazon as its best idea going into the second-quarter earnings season for technology stocks, followed by Uber and Google .
JPMorgan analyst Doug Anmuth wrote that the Wall Street bank remains bullish on larger players in the industry, for now.
The analyst highlighted Amazon as his favorite stock for the near and long term.
Amazon stock has gained 27% this year.
"Google remains focused on innovation, and we continue to believe there is healthy runway across Search and YouTube ads as AI drives higher ROI & TV dollars shift online," the analyst wrote.
Persons:
Uber, Doug Anmuth, Anmuth, Michael Bloom
Organizations:
JPMorgan, Google, Amazon Web, Costco, YouTube