--- title: "Pre-Market: Microsoft Jumps 15%, Amazon Surges Over 12%, AI Infrastructure Stocks Explode Higher" type: "News" locale: "en" url: "https://longbridge.com/en/news/294488441.md" description: "Earnings season peaks as Microsoft and Intel soar; Amazon AWS growth accelerates to 37%, stock rallies over 12% after hours; Apple and Meta slide." datetime: "2026-07-31T09:26:56.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294488441.md) - [en](https://longbridge.com/en/news/294488441.md) - [zh-HK](https://longbridge.com/zh-HK/news/294488441.md) generator: "portal-rs" --- # Pre-Market: Microsoft Jumps 15%, Amazon Surges Over 12%, AI Infrastructure Stocks Explode Higher On July 31, a flood of tech giant earnings reports triggered sharp divergence in pre-market trading. Microsoft surged over **15%** to $451, Intel jumped over **11%**, and Amazon rallied over **12%** in pre-market action. Apple slid roughly **7%** pre-market, while Meta dropped nearly **8%**. S&P 500 futures pushed higher, with Nasdaq futures lifted by tech heavyweights. Cloud and AI emerged as the session's biggest winners. Accelerating growth at Microsoft Azure and Amazon Web Services—which posted a **37%** growth rate—fueled bullish sentiment across the entire AI ecosystem. AI infrastructure names erupted: IREN surged over **30%**, Coreweave jumped over **21%**, Nebius rallied over **27%**, and Terawulf gained over **18%**. The semiconductor sector also broadly strengthened. **Tech Giants Diverge as Microsoft, Amazon Lead** As of publication, Microsoft (MSFT) surged **15.5%** to $451.10 on volume exceeding **110 million** dollars; Amazon (AMZN) gained **3.9%** to $235.50, with after-hours gains extending to over 12% on volume topping **100 million** dollars. On the news front, Amazon's Q2 results showed AWS revenue growth accelerating from 28% to **37%**, reaching $42.2 billion, with AWS margins expanding 1.7 percentage points—AI monetization is tracking ahead of expectations. Microsoft Azure's cloud growth was equally impressive, restoring confidence in its AI monetization story. Apple, by contrast, fell about 7% pre-market on weaker-than-expected iPhone sales. Meta dropped nearly 8% as advertising revenue growth slowed. **Semiconductor Sector Rallies Broadly; Intel, Micron Lead** At last check, Intel (INTC) surged **11.3%** to $91.13 on volume exceeding **140 million** dollars, ranking among the market's most active names; Micron Technology (MU) soared **18.4%** to $874.66; Nvidia (NVDA) rose **2.7%** to $195.04; and Super Micro Computer (SMCI) gained **7.9%**. Intel's Q2 results and guidance both topped market expectations, with its foundry business progress winning Wall Street recognition. Micron benefited from exploding HBM (high-bandwidth memory) demand, with AI server DRAM orders remaining robust. Nvidia rode the broader AI sentiment wave higher. **AI Infrastructure Names Erupt Across the Board** As of publication, IREN surged **30.5%** to $38.26; Coreweave (CRWV) jumped **21.5%** to $73.90; Nebius (NBIS) rallied **27.1%** to $188.43; and Terawulf (WULF) gained **18.1%** to $17.82. AI computing demand continues to surge, with both Microsoft and Amazon ramping up AI data center capital expenditures, driving capital inflows across the entire AI infrastructure space. IREN, Coreweave, and other AI data center and miner-conversion plays benefited in tandem. Elsewhere, Tesla (TSLA) rose **3.5%** to $308.85; Oracle (ORCL) gained **8.3%** to $127.56; and SoFi Technologies added **8%**. Overall, as earnings season enters its peak phase, AI-related names have become the market's dominant theme, with investors making clear choices among the tech mega-caps. ### Related Stocks - [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md) - [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md) - [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md) - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) - [MU.US](https://longbridge.com/en/quote/MU.US.md) - [META.US](https://longbridge.com/en/quote/META.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [IREN.US](https://longbridge.com/en/quote/IREN.US.md) - [CRWV.US](https://longbridge.com/en/quote/CRWV.US.md) - [NBIS.US](https://longbridge.com/en/quote/NBIS.US.md) - [WULF.US](https://longbridge.com/en/quote/WULF.US.md) - [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md) - [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md) - [SMCI.US](https://longbridge.com/en/quote/SMCI.US.md) ## Related News & Research - [Developers get 21x cheaper Muse Spark access if they let Meta train on their prompts](https://longbridge.com/en/news/297960240.md) - [Nicholas Company Inc. 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