🎯 $AMZN surged 7%-9% after hours to $256.44 as AWS acceleration outweighed softer Q3 guidance. 📊 Q2 revenue reached $200.6B, up 20% YoY, versus ~$196.5B expected; operating income was $27.5B, up 43%. AWS revenue rose 37% YoY to ~$42.2B—its fastest growth in 18 quarters—with a 39.4% operating margin. ⚠️ EPS of $5.75 versus $1.82 expected included a $53.4B non-operating gain primarily tied to Amazon’s Anthropic investment. TTM free cash flow was -$7.6B amid elevated AI infrastructure spending. 🔥 Next catalyst: Q3 revenue guidance of $197B-$202B versus ~$204B expected, and operating income guidance of $22.5B-$26.5B versus ~$24.79B. Cloud demand is reaccelerating; cash-flow conversion remains the key execution test. #Amazon #AWS #AIInfrastructure #CloudComputing #Earnings
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