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🚀 AWS grew 37%—so why did Amazon surge 15% in a single day? The biggest catalyst behind Amazon's rally wasn't its e-commerce business—it was AWS. Amazon's latest earnings showed AWS revenue reached $42.2 billion, up 37% year over year, marking its fastest growth in nearly 18 quarters and well above market expectations of 31%. The results reinforce one key trend: enterprise demand for AI computing and cloud infrastructure continues to accelerate. The earnings report delivered more than just strong cloud growth: 📈 Total quarterly revenue surpassed $200 billion for the first time. 🏗️ Amazon also increased its planned 2026 capital expenditure from $200 billion to $220 billion, signaling continued aggressive investment in AI data centers, cloud infrastructure, and next-generation computing. For months, investors questioned when Amazon's massive AI spending would begin generating meaningful returns. This earnings report provided a strong answer: AI demand isn't slowing—it’s gaining momentum. That renewed confidence is why the market was willing to assign Amazon a higher valuation, driving the stock sharply higher. The broader takeaway is clear: AI infrastructure spending remains one of the strongest themes in the market, benefiting not only $AMZN , but also companies across the AI supply chain, including $SNDK and $SKHYNIX . #FedSplitGoesPublic #BigTechEarningsWatch