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U.S. technology stocks staged a sharp rebound overnight after $Microsoft (MSFT.US)$ and $Amazon (AMZN.US)$ offered fresh evidence that heavy AI spending can translate into stronger cloud growth and real customer demand. Microsoft’s outlook eased concerns over returns on AI infrastructure investment, while Amazon reported 37% growth at AWS and raised its annual capital-spending plan, partly because of higher memo...
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$Amazon (AMZN.US)$ shares climbed more than 9% in extended trading Thursday after the company reported second-quarter financial results that surged past Wall Street expectations across key growth and profitability metrics, driven by accelerated demand for its cloud-computing division and strong operational efficiency.
The Seattle-based e-commerce and technology company reported a 20% growth in total net sales ...
The Seattle-based e-commerce and technology company reported a 20% growth in total net sales ...
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🕐 Market Recap | Thursday, July 30, 2026
Last night was a tale of two hyperscalers, and the market is delivering a very clear verdict this morning.
MSFT $Microsoft (MSFT.US)$ is the story of the week, up +14.97% to $449. Microsoft beat Q4 estimates decisively: EPS of $4.74 against a $4.24 consensus, revenue of $90.01 billion against $87.62 billion expected, and Azure grew 43% in the quarter, pushing Azure past $100 billion in annual revenue for the first tim...
Last night was a tale of two hyperscalers, and the market is delivering a very clear verdict this morning.
MSFT $Microsoft (MSFT.US)$ is the story of the week, up +14.97% to $449. Microsoft beat Q4 estimates decisively: EPS of $4.74 against a $4.24 consensus, revenue of $90.01 billion against $87.62 billion expected, and Azure grew 43% in the quarter, pushing Azure past $100 billion in annual revenue for the first tim...
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Morning Movers
Gapping Up
$Silicon Motion Technology (SIMO.US)$ increased 16.84% in premarket trading after it reported Q2 earnings that beat top-line and bottom-line estimates.
$Arm Holdings (ARM.US)$ increased 11.01% in premarket trading after the company reported better-than-expected Q1 financial results and issued Q2 adjusted EPS guidance with its midpoint above estimates.
$Microsoft (MSFT.US)$ increased 9.78% in premarket trad...
Gapping Up
$Silicon Motion Technology (SIMO.US)$ increased 16.84% in premarket trading after it reported Q2 earnings that beat top-line and bottom-line estimates.
$Arm Holdings (ARM.US)$ increased 11.01% in premarket trading after the company reported better-than-expected Q1 financial results and issued Q2 adjusted EPS guidance with its midpoint above estimates.
$Microsoft (MSFT.US)$ increased 9.78% in premarket trad...
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After a brutal Fed-day selloff, futures are green this morning — but the real story isn't the bounce. It's what's driving it. The market just drew a very clear line. Here's the read.
Microsoft and Meta reported last night, and the reaction says everything:
🟢 Microsoft +8% pre-market — Azure cloud growth delivered, and the AI investment is visibly paying off. Proof of monetization.
🔴 Meta −9% pre-market — a soft revenue forecast and a 91% coll...
Microsoft and Meta reported last night, and the reaction says everything:
🟢 Microsoft +8% pre-market — Azure cloud growth delivered, and the AI investment is visibly paying off. Proof of monetization.
🔴 Meta −9% pre-market — a soft revenue forecast and a 91% coll...
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Good Morning Traders! Another data heavy day with big earnings tonight. Be careful out there and Good Luck!
📊 CAPITAL BREAKDOWN | Thursday July 30, 2026
Microsoft said yes. Meta said no. Tonight Apple and Amazon cast two more votes. PCE drops at 8:30. The AI spending debate doesn't pause for the Fed — and neither does this market.
🔴 IN ONE LINE
Fed held with three hawkish dissents. MSFT +8.19% after hours on a real beat. META -8.3...
📊 CAPITAL BREAKDOWN | Thursday July 30, 2026
Microsoft said yes. Meta said no. Tonight Apple and Amazon cast two more votes. PCE drops at 8:30. The AI spending debate doesn't pause for the Fed — and neither does this market.
🔴 IN ONE LINE
Fed held with three hawkish dissents. MSFT +8.19% after hours on a real beat. META -8.3...
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Self-Anyst AliYAZICI : $SK hynix (SKHY.US)$
&
$ProShares Ultra SK hynix ETF (SKHU.US)$
75646026 : they have to keep spending into AI or it will pop
75672372 75646026 : mag 4 all spending