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Why Is Amazon Stock Surging? A $220 Billion AI Plan Didn’t Spook Wall Street.

By Adam Levine

Updated July 30, 2026, 5:41 pm EDT / Original July 30, 2026, 3:00 am EDT

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META

AWS AI cloud demand seems to be outpacing Amazon’s capital expenditures. Above, a technician at an Amazon AI data center in Indiana. (Noah Berger / Getty Images / AWS)

Amazon

AMZN\ \ +3.90%.com reported strong second-quarter earnings on Thursday afternoon. Its shares were up as much as 10% in after-hours trading, even as the company said it would be increasing its capital expenditure budget for the year.

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Microsoft Earnings Prove Its Big AI Bet Is Paying Off

By Adam Levine

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Updated July 30, 2026, 7:52 am EDT / Original July 29, 2026, 2:15 am EDT

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Microsoft will report earnings on Wednesday. Above: A Microsoft Azure data center in Aldie, Virginia. (Lexi Critchett/Bloomberg)

Microsoft earnings did exactly what the stock market wanted to by showing its big AI bet is paying off.

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Meta, Microsoft, and the AI Capex Divide

By Adam Levine

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Updated July 30, 2026, 5:37 pm EDT / Original July 30, 2026, 3:12 pm EDT

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MSFT

DJIA

SPX

COMP

Microsoft continues to generate significant cash flow, enough to buy back more of its stock from shareholders. (David Ryder/Getty Images)

The latest Big Tech earnings brought plenty of fireworks —and the conflicting reactions from Meta Platforms

META\ \ -7.95% and Microsoft MSFT\ \ +15.51% shed light on just what the stock market DJIA\ \ +1.19% is worried about right now.

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Mastercard’s Earnings Beat Shows It’s Much More Than a Card Company

By Mackenzie Tatananni

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Updated July 30, 2026, 2:30 pm EDT / Original July 30, 2026, 8:39 am EDT

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MA

V

Mastercard posted second-quarter earnings and revenue that beat analysts’ forecasts. (Dreamstime)

Mastercard

MA\ \ +2.49% delivered a clean sweep in its second quarter, posting better-than-expected revenue and earnings while gently raising its top-line outlook for the year.

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Sandisk, Micron, Apple, SpaceX, Samsung, Microsoft, Meta, and More Stocks That Explain Today’s Market

By George Glover

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and Kit Norton

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Updated July 30, 2026, 4:30 pm EDT / Original July 30, 2026, 7:13 am EDT

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META

MU

SNDK

NVDA

Traders working at the New York Stock Exchange. (NYSE)

The market posted sharp gains Thursday as chip stocks rebounded after the previous session’s Federal Reserve-fueled selloff. Investors were weighing a batch of Big Tech earnings reports and data that showed inflation softening in June.

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