Google is used as a cautionary example of a company that raised capex guidance and subsequently saw its stock price fall.
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Amazon just SMASHED their earnings.
Jul 30, 2026
Tyler Hill Stocks discusses Amazon's Q2 earnings, highlighting smashed revenue, EPS, and AWS growth expectations. Despite raising capex guidance, which typically draws market punishment, Amazon's stock remained strong, prompting speculation about a potential shift in market narrative regarding hyperscaler spending and return on capital. The creator notes the uncertainty of market reaction, referencing Google's post-earnings drop as a cautionary tale.
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Microsoft is mentioned as a comparison point where the market rewarded the company for not raising capex guidance.
Amazon's Q2 earnings smashed expectations, but the market's reaction to raised capex guidance remains uncertain, leading to a 'hold' sentiment.
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