Amazon (AMZN): Shares ripped 14% higher on Friday after a blowout quarter. AWS revenue surged 37% year-on-year, the strongest expansion since 2021, signaling that the AI capital-spending cycle is alive and well.
Cloud & AI Infrastructure: Amazon's AWS growth was the clearest signal yet that Big Tech's massive AI investments are meeting real demand. Investors cheered the "booming" cloud growth even as the company hiked its 2026 capex forecast...
