Amazon (AMZN) is rallying after strong earnings, and CFRA's Arun Sundaram says investors are finally becoming comfortable with the company's massive A.I. capital spending.

Dan Ives breaks down his biggest takeaways from this week's Big Tech earnings, arguing that AI is still in the "third inning" with only about 5% of companies currently paying for AI adoption. He explains why earnings season continues to validate the long-term AI growth story, weighs the market's reaction to the results, and analyzes the post-earnings rallies in Microsoft (MSFT) and Amazon (AMZN).

Amazon's North America segment grew by 16%, its fastest growth in five years. Grocery and faster delivery are boosting sales.

Alphabet (NASDAQ: GOOGL | GOOGL Price Prediction) and Amazon (NASDAQ: AMZN) posted Q2 FY2026 results built around the same idea: their custom chips are now real Nvidia alternatives.

Corning's growth outlook rests on AI-driven optical demand and a solar ramp that must turn surging sales into consistent profits.

Amazon's latest earnings may have changed the AI narrative around the company. Mizuho's Jordan Klein joins Bloomberg to explain why accelerating AWS growth, rising demand for Amazon's custom AI chips and improving AI monetization across the business have strengthened the investment case, and why he believes Amazon remains one of the biggest winners in the AI infrastructure race.

Meta Platforms (META), the technology company operating Facebook, Instagram and WhatsApp, rebounded approximately 1.9% in Friday's regular session after Amazon'

Micron Technology (MU), a U.S. manufacturer of memory and storage chips, dropped approximately 4.2% in Friday's regular session despite Amazon (AMZN) raising it

Amazon (AMZN), a global e-commerce and cloud-computing company, soared approximately 15.2% by Friday's close as analysts raised their price targets following st