Aug 1, 2026 – 4.31amSix of the magnificent seven megacap US tech companies have reported results and the consensus is that there’s more reason to be positive than negative that the hundreds of billions being invested in artificial intelligence will prove profitable.Amazon shares surged more than 15 per cent after it reported a fifth quarter of cloud revenue growth. “We’re unusually well-positioned for this AI inflection,” Amazon boss Andy Jassy said in a conference call.Subscribe to gift this articleGift 5 articles to anyone you choose each month when you subscribe.Subscribe nowAlready a subscriber? Fetching latest articles
Wall St rallies as Amazon’s surge offsets Apple’s drop
All three major US benchmarks were poised to rise on the final day of the month, with Amazon helping to bolster the AI trade.
Amazon surged 15% on fifth consecutive cloud quarter; CEO: "unusually positioned for AI inflection." Wall St consensus: AI capex will be profitable, positioning cloud vendors as beneficiaries of enterprise AI infrastructure consolidation and margin expansion.











