LikeFolio's Megan Brantley says Amazon's (AMZN) same-day grocery delivery expansion will disrupt the space. She notes the company's Prime membership paired with delivery improvements will steer customers away from retail giants like Walmart (WMT) to their platform. Megan later talks about the company's A.I. endeavors through AWS cloud. While growth for AWS has slowed, Megan points out that it's still taking market share from Microsoft (MSFT) Azure and Alphabet's (GOOGL) Google cloud.