Amazon’s pressure is running to provide strong results in the second quarter profits after the big rhythms of Google, Microsoft

Amazon (amznIt will announce its profits in the second quarter after the bell on Thursday, and the pressure continues to show that the investment of artificial intelligence to it pays its fruits.

Follow the company’s report Google ((Googand Googl) And Microsoft ((MsftPrivate explosion ads, highlighting growth through their cloud companies against the background of increasing customer spending on artificial intelligence.

Microsoft reported that her azure brought $ 75 billion in the fiscal year 2025, which helped to pay the market value until after the $ 4 trillion brand in early trading on Thursday. Microsoft is only the second company that reaches a milestone behind NVIDIA (Nvda).

Google Parent Alphabet provided strong results, noting that the cloud revenues increased by 32 % and accumulated, or the obligations of customers who have not yet been achieved increased by 38 %. The search performance was also better than expected during a quarter, with sales increased by 12 % year on an annual basis.

Now it is Amazon to show that building its Amnesty International pays the revenue gains for AWS. The company’s share price has increased by more than 6 % so far and more than 25 % over the past 12 months. Alphabet has increased by 1.8 % so far and 12 % over the past 12 months. Microsoft increases 27 % and 28 %, respectively.

For a quarter, Amazon is expected to $ 1.32 of EPS profits (EPS), at $ 162.1 billion, according to Bloomberg’s unanimity estimates. The company witnessed the profit of the stock of $ 1.26 and $ 147.9 in the same quarter of last year.

AWS revenues are expected to top $ 30.7 billion, an increase of 17 % compared to $ 26.2 billion that she brought last year. But like Microsoft, Amazon says it is competing with the supply restrictions because the demand for artificial intelligence exceeds the company’s ability to stand on data centers.

During the company’s profit call in the first quarter, CEO Andy Jassi said that Amazon from artificial intelligence is annual work for billions of dollars in annual operation and that it grows triple percentages on an annual basis.

The Gustin Post, Bofa International Research Analyst in an investor memo, wrote that the growth of the supply should support revenue trends in the second half of the year, which may speed up the AWS revenues.

Outside AWS, Amazon is expected to publish online store revenue of $ 59.1 billion, an increase of 6 %, while advertising revenues are expected to reach $ 14.9 billion, by 17 %.

“The consumer was much more flexible than expected in 2Q, when CEO Andy Jassi said in May that” we have not seen any skepticism of the request at this stage, “wrote Scott Devit, a Wedbush analyst in a note for investors before profits.

He added: “(foreign exchange) must also be a positive impact on international retail sales, with weak dollar on a basis (on an annual basis) against most European currencies.”