AMZN260116C240000.US

Amazon soars 15% as Apple slides 7%—Wall Street is repricing every dollar of AI spending.

Amazon’s broad earnings beat and faster AWS growth delivered one of its biggest one-day gains since 2012. Apple moved the other way as Q4 guidance, supply constraints and margin pressure disappointed. Meanwhile, optical-networking stocks surged, led by AXTI’s 28.74% jump, while memory names remained under pressure.

Tonight brings the U.S. manufacturing PMIs and Palantir earnings after the close. AMD, WDC, SNDK and nonfarm payrolls follow later this week. Our two-page pre-market brief gets you up to speed on the events, sectors and movers that matter most before the opening bell.

Related stocks: $Amazon(AMZN.US)$Apple(AAPL.US)$AXT(AXTI.US)$Micron Tech(MU.US)$Sandisk(SNDK.US)$Palantir Tech(PLTR.US)

aws accelerated to 36.7% and did 42.2b, fastest in 18 quarters, and they lifted 2026 capex to about 220b while openly saying memory costs are part of why. so amazon is now paying up for the exact shortage that is crushing my other holdings. holding, and honestly this was the cleanest print of the week

Friday's employment data is estimated to be weak.

The US can't afford rate hikes now. The decision-makers all know this tacitly but put on a show. The US won't voluntarily jump off a cliff unless pushed by a black swan event.

The market has risen too much, and even it is getting scared.

Let's see. A drop isn't necessarily bad. Catching colds often can boost your own immunity; if you never get sick when old, it becomes hard to save you when you do fall ill.

Haha, I see this and go heavy on my position. Have you gone heavy?

Its a weekly oil story. Like a gift for oil traders. You buy when market opens for week because that is when they de escalate and then sell when they start staring at each other again towards the weekend.

This is exactly what a healthy rotation looks like. MSFT, AMZN, GOOGL proved AI spend is turning into real business, so the market paid up. META and AAPL got a time-out for not showing the same returns yet. Indices still finished the week green, which means capital didn’t leave, it just got pickier. Payroll + SpaceX’s debut earnings give us two new catalysts to keep the momentum going into August.

The FOMC kept rates unchanged at 3.50–3.75%, but the 9–3 vote, with three members favoring a rate hike, suggests growing concern about persistent inflation. Despite the hawkish split, equities advanced over the week, indicating investors remained focused on earnings and economic resilience rather than immediate policy tightening. However, mixed monthly performance, particularly in technology stocks, reflects continued sector rotation and caution over the longer-term interest rate outlook.

Crude oil prices drop from ninety dollars to near seventy nine dollars. In the hopes of the US and Iran a new talk takes place. Don't think it could be settled very soon

Stocks are back to near all time highs as high beta companies lead the way in the rebound. STI falls back a little for the first time in a long time as the three major local banks report earnings this week. Long term wise still not 100% convinced that we will be going up too much with macroeconomic concerns still unsolved. S&P likely to end the year up 10% thereabout in my opinion

Oil remains elevated into the weekend close with a nervy market and opens the week lower after the middle east stand off eases again as market reopens. Have we seen that script before? 🤓

Big week ahead with earnings, payrolls, and central market data. I’m watching how companies execute instead of just headlines. Volatility could create opportunities for patient investors this week.

SG markets the spotlight remains on the major bank earnings, which are likely to determine the STI's near-term performance. If yields stabilize and corporate earnings remain resilient, the outlook remains constructive. However, a further rise in long-term yields could trigger continued rotation toward banks, financials and other value-oriented sectors while weighing on rate-sensitive growth stocks and REITs.

This week's U.S. jobs report and Treasury yield movements will be critical in shaping expectations for Federal Reserve policy and broader market direction.

I think the geopolitical happenings affect the prices movement as well

After the earnings reports from the four major US tech giants last week, Wall Street's volatility has been unpredictable. Some companies met their targets and had similar AI spending, yet the degree of market fluctuation varied drastically.

The Singapore stock market surged through July, breaking barriers and reaching new highs multiple times, which was indeed morale-boosting. With the earnings reports of three leading stocks due in early August, we will wait and see.

$BABA-W(09988.HK) The direction is correct, it's just a pity that the entry time was half a month early. However, AMZN's earnings provide a floor for Alibaba. There is hope for this wave.

$Amazon(AMZN.US)delivers well

Amazon’s results strengthened my bullish view because the company’s two highest-quality businesses—AWS and advertising—continued to deliver healthy growth.

While free cash flow softened due to ongoing AI infrastructure investment, I view that as a strategic decision rather than a structural weakness.

If AWS continues accelerating alongside enterprise AI adoption, today’s elevated capex could become tomorrow’s competitive moat.

For long-term investors, I believe Amazon remains one of the best-positioned companies to monetise the AI cycle across both cloud computing and e-commerce.

@Captain's Watch