⚡️ TODAY: Jim Cramer says, “This Amazon looks astonishing. Apple's stock has run too much to charge higher. Microsoft still starring.” https://t.co/WYh1xIAdX8 ...

Aggressive AI spending plans by Amazon, Microsoft and Alphabet provided fresh evidence that demand for chips and related equipment will remain strong, offering relief to a sector that’s been battered in recent days https://t.co/fhFnGyhIO3 ...

RT Tommy (@Shaughnessy119)I gave my @NousResearch Hermes agent $100,000 last night and this morning it went long Amazon stock and callsAMZN +7% after hoursIt’s executing against my long running AI thesis with a ton of context, connections and data to support ithttps://t.co/ADTirjjCDU ...

10 new bStocks are live on PancakeSwap:→ Apple ($AAPLB)→ Amazon ($AMZNB)→ PayPal ($PYPLB)→ Goldman Sachs ($GSB)→ Dell ($DELLB)→ Applied Materials ($AMATB)→ Bloom Energy ($BEB)→ Fluence Energy ($FLNCB)→ VanEck Semiconductor ETF ($SMHB)→ Direxion Semiconductor Bear 3x ETF ($SOXSB)Now on @BNBCHAIN, tradable 24/7. ...

Amazon says it received about $600 million in tariff refunds during the second quarter and pledged to automatically issue reimbursements to consumers under a “limited set of circumstances.” https://t.co/7U8A0I9GOb ...

Financial Performance & Corporate Guidance - Amazon Web Services (AWS) achieved its fifth straight quarter of growth, with cloud revenue increasing by 33% above street consensus [1][4] - Amazon reported an AI revenue run rate of 25 billion dollars and expects 2026 capital expenditures (CapEx) to reach 220 billion dollars, largely driven by artificial intelligence [5][47][48] - Rivian generated about 90% of its revenue from software sales, establishing a recurring and predictable high-margin revenue stream [7] - Amazon received 600 million dollars in tariff refunds during the second quarter and issued returns to some customers [70] Market Trends & Macroeconomic Environment - The Philadelphia Semiconductors Index rose by 8%, marking its best daily performance since April, while the S&P gained about 1% [9] - The 30-year Treasury yield remained above 5%, holding at its highest yield since 2007, and U.S. 30-year fixed mortgage rates climbed to 6.88% [10][50] - Global energy markets experienced fluctuations, with Brent crude trading around 80 dollars a barrel, WTI sitting around 83 dollars a barrel, and families spending an average of 500 dollars over the past year on higher energy prices due to geopolitical conflicts [9][10][62] - Elon Musk's super PAC reportedly planned to spend 120 million dollars over the upcoming months to support Republicans in the midterm elections [79]

Market Trends and Equity Performance - Microsoft shares surged 17%, marking their largest daily gain since October 13, 2008, and pushing the Nasdaq up 3.1% and S&P 500 up almost 1.5% [2][3][9] - The 10-year Treasury yield stood at 4.67%, while the 2-year yield was 4.23%, with long-term yields potentially reaching 5.5% due to a lack of central bank trust [9][26][27] - Apple shares traded down 1.5%, Amazon rose 4.7% with a focus on capital expenditures, Meta fell 9.1%, and Chipotle jumped 13% after beating comparable sales estimates [10][42] Monetary Policy and Macroeconomic Environment - Federal Reserve Chair Kevin Warsh utilized intentionally vague, highly technical, and ambiguous language during his press conference, drawing comparisons to Alan Greenpan 2.0 [5][16] - Market participants expressed concern over a lack of forward guidance and clear reaction functions from the central bank regarding future interest rate decisions [35][36] - U.S. President Trump expressed a desire for lower interest rates, while market investors voiced worries about potential friction between the Fed chair and the committee [33][34] Insurance and Risk Advisory Industry - Aon operates within a $5 trillion overall property, casualty, health, and wealth insurance industry, while targeting access to a $250 trillion opportunity set [54][55] - AI data center builds are projected to require at least $2 trillion to $5 trillion to $7 trillion in ongoing operations, creating substantial demand for risk management and capital matching [58][59] - Aon maintained double-digit growth in construction lines over the past five quarters, driven by complex geopolitical risks and massive infrastructure developments [68] Restaurant and Consumer Sector - Jersey Mike's priced its IPO in the middle of the range with institutional investor demand exceeding 10 times available shares, while experiencing same-store sales traffic growth [71][73] - Jersey Mike's maintains an industry-leading low food cost of approximately 27% of sales, supported by a diverse protein lineup and scaled supply chain [87][88] - Starbucks accelerated its store uplift program, improving speed and throughput across cafes and drive-thrus to increase customer transactions and drive all-day business growth [94][98]

Market Performance and Indices - S&P 500 increased by 1.6% to 1.7%, with chip stocks rebounding approximately 7.5% for the month despite being down about 20% overall [1][2][90][91] - Nasdaq 100 surged up to 3% to 4%, largely driven by Microsoft's historic single-day market value increase following strong earnings [2][3][53] - S&P members in the green remained at 35% or fewer, reflecting a narrow market rally and ongoing recession concerns [3] Artificial Intelligence and Cloud Infrastructure - Hyperscaler and data center expenditures for AI are projected to reach approximately 750 billion dollars this year and 1.25 trillion dollars next year[10] - Amazon Web Services (AWS) reported second-quarter net sales growing 37% year-over-year, with AI revenue annualized run rates eclipsing 25 billion dollars[116][118][133] - Amazon's trailing 12-month free cash flow fell to a negative outflow of 7.6 billion dollars due to heavy AI and infrastructure investments[136] Corporate Earnings and Financial Highlights - Apple reported a quarterly revenue beat at 109.42 billion dollars, with iPhone revenue coming in around 54 billion dollars and services revenue reaching 30.7 billion dollars[177][193] - Starbucks beat comparable sales expectations, raising its yearly outlook and driving transaction growth through store remodels costing roughly 150 thousand dollars each[53][59] - XPO improved operating margins by 300 basis points to over 20% in the second quarter, anticipating free cash flow to more than double compared to the previous year [76][89]

Gil. You're smiling. Is that because you just looked through this report.Yeah. The result is nothing short of remarkable. It's not surprising because we got the good news from Google Cloud last week and from Amazon Microsoft Azure last night.But for 100, this business is now on $170 billion a year run rate to be growing 37% from 31 from 28%. Last quarter is an incredible acceleration, and that 25 billion of of eye revenue that's real when we talk about are these companies getting a good return. Yeah, $25 bi ...

This is Guru Focus Market Today, your afternoon market brief for Thursday, July 30. Here's where things stand. Amazon reported second quarter net sales up 20% year-over-year and operating income rising 43% with Amazon Web Services revenue climbing 37%.The company also raised its 2026 capital expenditure forecast to $220 billion, citing higher memory costs. This strong performance comes as Amazon's Zuks subsidiary secured the first US approval to operate paid robo taxi services without human controls, markin ...