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Amazon Soars as Cloud Revenue Surge Allays Fears over Ballooning AI Bets

UPDATE 2-Amazon soars as cloud revenue surge allays fears over ballooning AI betsJuly 31 (Reuters)-AmazonAMZN.Oshares surged nearly 14% on Friday after the tech giant's solid cloud sales growth reinfo

Amazon Soars as Cloud Revenue Surge Allays Fears over Ballooning AI Bets

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Earlier this week, Microsoft <span>MSFT.O</span> surged more than 15% after its cloud unit beat estimates with a <span>43% revenue jump</span>.</p><p>However, there's a growing divide in investors' tolerance for the ever-increasing AI spend by Big Tech, set to exceed $730 billion this year. </p><p>\"The market is no longer questioning whether AI demand is real. The new dividing line is whether unprecedented spending is producing visible, near-term revenue and margin expansion,\" said Bill Birmingham, managing director at REX Financial.</p><p>\"The market penalizes spending when monetization is delayed, indirect or difficult to measure.\"</p><p><span><a href=\"https://laohu8.com/S/META\">Meta</a></span> <span>META.O</span> and <span>Google-parent Alphabet</span> <span>GOOGL.O</span> both slumped 7%, despite strong growth in revenues, after the companies raised their capital spending forecasts while <span>free cash flows cratered</span>. </p><p>\"Amazon is earning the right to keep spending. Where others are asking investors to trust that the payoff will come, Amazon showed it this quarter,\" said Thomas Monteiro, senior analyst at Investing.com. </p><p>\"As long as AWS keeps accelerating and margins hold, the market looks willing to fund the build-out, even with free cash flow in the red.\"</p><p>Amazon's free cash flow swung sharply negative in the quarter, with the company burning $7.6 billion on a trailing 12-month basis, versus $18.2 billion in positive free cash flow a year earlier. </p><p>Still, CEO Andy Jassy reassured investors that Amazon is only pouring money into serving demand that already exists. He said a majority of available Amazon cloud capacity for 2027 and some capacity for 2028 had already been reserved by customers. </p><p>Chris Ballard, managing partner at Check Capital, said Amazon's approach to spending was \"methodical and responsible.\"</p><p>\"This level of capital deployment is all very new, so Amazon showing immediate results is a really good sign.\"</p><p>At least 15 brokerages raised their price targets on the stock following results. </p><p>Amazon trades at a price-to-earnings ratio of 24.67, compared with Microsoft's 22.94 and Alphabet's 19.35.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon Soars as Cloud Revenue Surge Allays Fears over Ballooning AI Bets</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon Soars as Cloud Revenue Surge Allays Fears over Ballooning AI Bets\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-07-31 20:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>UPDATE 2-<a href=\"https://laohu8.com/S/AMZN\">Amazon</a> soars as cloud revenue surge allays fears over ballooning AI bets</title></head><body><p><span>July 31 (Reuters)</span><span> - </span>Amazon <span>AMZN.O</span> shares surged nearly 14% on Friday after the tech giant's solid cloud sales growth reinforced investor confidence in its massive AI bets and quashed any concerns about the company trailing its Big Tech rivals in the AI race. </p><p>The e-commerce and cloud titan posted its <span>strongest cloud growth</span> in over four years, indicating a fresh wave of demand that justifies its 10% increase in planned capital spending for 2026 to $220 billion. </p><p>Amazon's results come as a resounding sign to Wall Street that some of Big Tech's AI investments are already generating measurable returns. </p><p>If gains hold, the stock could add more than $340 billion in market value on the back of a 37% jump in second-quarter cloud revenue. Earlier this week, Microsoft <span>MSFT.O</span> surged more than 15% after its cloud unit beat estimates with a <span>43% revenue jump</span>.</p><p>However, there's a growing divide in investors' tolerance for the ever-increasing AI spend by Big Tech, set to exceed $730 billion this year. </p><p>\"The market is no longer questioning whether AI demand is real. The new dividing line is whether unprecedented spending is producing visible, near-term revenue and margin expansion,\" said Bill Birmingham, managing director at REX Financial.</p><p>\"The market penalizes spending when monetization is delayed, indirect or difficult to measure.\"</p><p><span><a href=\"https://laohu8.com/S/META\">Meta</a></span> <span>META.O</span> and <span>Google-parent Alphabet</span> <span>GOOGL.O</span> both slumped 7%, despite strong growth in revenues, after the companies raised their capital spending forecasts while <span>free cash flows cratered</span>. </p><p>\"Amazon is earning the right to keep spending. Where others are asking investors to trust that the payoff will come, Amazon showed it this quarter,\" said Thomas Monteiro, senior analyst at Investing.com. </p><p>\"As long as AWS keeps accelerating and margins hold, the market looks willing to fund the build-out, even with free cash flow in the red.\"</p><p>Amazon's free cash flow swung sharply negative in the quarter, with the company burning $7.6 billion on a trailing 12-month basis, versus $18.2 billion in positive free cash flow a year earlier. </p><p>Still, CEO Andy Jassy reassured investors that Amazon is only pouring money into serving demand that already exists. He said a majority of available Amazon cloud capacity for 2027 and some capacity for 2028 had already been reserved by customers. </p><p>Chris Ballard, managing partner at Check Capital, said Amazon's approach to spending was \"methodical and responsible.\"</p><p>\"This level of capital deployment is all very new, so Amazon showing immediate results is a really good sign.\"</p><p>At least 15 brokerages raised their price targets on the stock following results. </p><p>Amazon trades at a price-to-earnings ratio of 24.67, compared with Microsoft's 22.94 and Alphabet's 19.35.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMZW":"Roundhill AMZN WeeklyPay™ ETF","MSFT":"微软","ROM":"ProShares Ultra Technology","SKYY":"First Trust Cloud Computing ETF","MSFD":"1倍做空MSFT ETF-Direxion","TYLG":"GLOBAL X INFORMATION TECHNOLOGY COVERED CALL & GROWTH ETF","ONLN":"ProShares Online Retail ETF","AMZY":"AMZN期权收益策略ETF-YieldMax","FCOM":"Fidelity MSCI Communication Services Index ETF","MSFL":"2倍做多MSFT ETF-GraniteShares","GAMR":"Amplify Video Game Leaders ETF","RTH":"零售指数ETF-HOLDRs","AZYY":"GraniteShares YieldBOOST AMZN ETF","AMZZ":"2倍做多AMZN ETF-GraniteShares","OGIG":"ALPS O'Shares Global Internet Giants ETF","USAW.SI":"AMZN 3xLongSG261006","MSFO":"MSFT期权收益策略ETF-YieldMax","IXN":"iShares Trust S&P Global Informa","MSFU":"2倍做多MSFT ETF-Direxion","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","VGT":"信息技术ETF-Vanguard","SNPE":"Xtrackers S&P 500 Scored & Screened ETF","TRUC":"VanEck Communication Services TruSector ETF","VOX":"电信业ETF-Vanguard","MSFW":"Roundhill MSFT WeeklyPay ETF","XDAT":"Franklin Exponential Data ETF","GOOW":"Roundhill GOOGL WeeklyPay ETF","TDIV":"第一信托纳斯达克科技股利指数基金","MSFX":"2倍做多MSFT ETF-T-Rex","AMZD":"1倍做空AMZN ETF-Direxion","GOOX":"2倍做多GOOG ETF-T-REX","HULL":"Corgi Shipping & Global Logistics ETF","GOOGL":"谷歌A","MSFY":"Kurv Yield Premium Strategy Microsoft (MSFT) ETF","GOOY":"GOOGL期权收益策略ETF-YieldMax","IGV":"北美软件ETF-iShares","WANT":"Direxion Daily Consumer Discretionary Bull 3x Shares","ILDR":"First Trust Innovation Leaders ETF","XLC":"Communication Services Select Sector SPDR Fund","NULC":"Nuveen ESG Large-Cap ETF","GOU":"GraniteShares 2x Long GOOGL Daily ETF","GGLL":"2倍做多GOOGL-Direxion","AMZP":"KURV YIELD PREMIUM STRATEGY AMAZON (AMZN) ETF","METV":"Roundhill Ball Metaverse ETF","LTL":"PROSHARES ULTRA COMMUNICATION SERVICES","AMZU":"2倍做多AMZN ETF-Direxion","EFIV":"SPDR S&P 500 ESG ETF","GGLS":"1倍做空GOOGL ETF-Direxion","AMZN":"亚马逊","XLK":"高科技指数ETF-SPDR"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260731:nL4N43X10O:3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2655075365","content_text":"UPDATE 2-<a href=\"https://laohu8.com/S/AMZN\">Amazon</a> soars as cloud revenue surge allays fears over ballooning AI betsJuly 31 (Reuters) - Amazon AMZN.O shares surged nearly 14% on Friday after the tech giant's solid cloud sales growth reinforced investor confidence in its massive AI bets and quashed any concerns about the company trailing its Big Tech rivals in the AI race. The e-commerce and cloud titan posted its strongest cloud growth in over four years, indicating a fresh wave of demand that justifies its 10% increase in planned capital spending for 2026 to $220 billion. Amazon's results come as a resounding sign to Wall Street that some of Big Tech's AI investments are already generating measurable returns. If gains hold, the stock could add more than $340 billion in market value on the back of a 37% jump in second-quarter cloud revenue. Earlier this week, Microsoft MSFT.O surged more than 15% after its cloud unit beat estimates with a 43% revenue jump.However, there's a growing divide in investors' tolerance for the ever-increasing AI spend by Big Tech, set to exceed $730 billion this year. \"The market is no longer questioning whether AI demand is real. The new dividing line is whether unprecedented spending is producing visible, near-term revenue and margin expansion,\" said Bill Birmingham, managing director at REX Financial.\"The market penalizes spending when monetization is delayed, indirect or difficult to measure.\"Meta META.O and Google-parent Alphabet GOOGL.O both slumped 7%, despite strong growth in revenues, after the companies raised their capital spending forecasts while free cash flows cratered. \"Amazon is earning the right to keep spending. Where others are asking investors to trust that the payoff will come, Amazon showed it this quarter,\" said Thomas Monteiro, senior analyst at Investing.com. \"As long as AWS keeps accelerating and margins hold, the market looks willing to fund the build-out, even with free cash flow in the red.\"Amazon's free cash flow swung sharply negative in the quarter, with the company burning $7.6 billion on a trailing 12-month basis, versus $18.2 billion in positive free cash flow a year earlier. Still, CEO Andy Jassy reassured investors that Amazon is only pouring money into serving demand that already exists. He said a majority of available Amazon cloud capacity for 2027 and some capacity for 2028 had already been reserved by customers. Chris Ballard, managing partner at Check Capital, said Amazon's approach to spending was \"methodical and responsible.\"\"This level of capital deployment is all very new, so Amazon showing immediate results is a really good sign.\"At least 15 brokerages raised their price targets on the stock following results. Amazon trades at a price-to-earnings ratio of 24.67, compared with Microsoft's 22.94 and Alphabet's 19.35.","news_type":1,"symbols_score_info":{"VGT":0.6,"GOOW":0.6,"HULL":0.6,"TDIV":0.6,"ROM":0.6,"AMZW":0.6,"GOU":0.6,"AMZU":0.6,"GAMR":0.6,"AMZD":0.6,"TRUC":0.6,"IGV":0.6,"AMZN":0.9,"ILDR":0.6,"WANT":0.6,"OGIG":0.6,"AMZY":0.6,"SKYY":0.6,"EFIV":0.6,"FCOM":0.6,"GOOX":0.6,"AZYY":0.6,"GOOP":0.6,"MSFL":0.6,"MSFT":0.9,"VOX":0.6,"ONLN":0.6,"GGLL":0.6,"AMZP":0.6,"USAW.SI":0.6,"METV":0.6,"NULC":0.6,"XLC":0.6,"SNPE":0.6,"MSFO":0.6,"AMZZ":0.6,"MSFU":0.6,"MSFW":0.6,"IXN":0.6,"MSFX":0.6,"MSFY":0.6,"RTH":0.6,"GOOGL":0.9,"GOOY":0.6,"LTL":0.6,"XDAT":0.6,"XLK":0.6,"GGLS":0.6,"MSFD":0.6,"TYLG":0.6}},"isVote":1,"tweetType":1,"viewCount":53,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}