1. Udemy, a $1.5 billion edtech marketplace, is experiencing a strong turnaround with an 18% surge in enterprise revenue and a leap in adjusted EBITDA. 2. The company is strategically focusing on its enterprise segment and integrating AI tools. 3. With less than 10% market penetration, there's significant potential for expansion.

1. Xometry is an AI-enabled B2B marketplace for manufacturing procurement with significant growth potential; 2. The company's use of AI for optimized matching and instant quotes creates a competitive advantage; 3. Despite conservative guidance, XMTR's valuation is modest, making it an attractive investment opportunity.

1. Amazon's AWS segment is driving significant growth and profitability with a 35% operating margin; 2. The increasing revenue mix from AWS is boosting overall business profitability; 3. The marketplace business remains resilient with the international segment turning profitable.