AMZN vs MSFT

AI-powered side-by-side analysis. Updated every 2 hours.

$AMZN neutral medium

Amazon surges as AWS growth fuels $44B capex

  • AWS Q1 sales grew 28% YoY, targeting 30% growth in 2026
  • Amazon plans $44.2 billion capital expenditure in 2026 for data centers and AI demand
  • Blue Origin's New Glenn rocket explosion on May 28 delays 24 Amazon Leo satellite launches
9 signals 3 sources
Track record: 0/3 transitions correct (5d)
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$MSFT neutral medium

Microsoft AI Business Hits $37B Run Rate

  • AI business annualized revenue run rate $37 billion, up 123% YoY
  • Microsoft 365 Copilot paid seats over 20 million, up 250% YoY
  • Intelligent Cloud revenue $34.68 billion, up 30%; Azure up 40%
15 signals 4 sources
Track record: 5/10 transitions correct (5d)
Full analysis →

How This Works

The Read analyzes 50+ financial sources every 2 hours and maintains AI-scored entity states on 40+ stocks. Each entity is independently evaluated based on insider activity, analyst ratings, earnings data, SEC filings, and news signals. See our track record.

This comparison updates automatically whenever either stock's analysis changes. Every direction shift is timestamped and scored against real prices.