$Microsoft(MSFT)$ $Amazon.com(AMZN)$ $S&P 500(.SPX)$ 📊🔥💥 S&P 500’s Earnings Machine Is Alive: Microsoft and Amazon Power the Surprise Cycle 💥🔥📊

💡 84% of companies are beating earnings. Tech’s the engine. Microsoft’s the supercharger. Amazon’s the torque. Here’s why this quarter matters more than the next.

🧠 S&P’s Q2 earnings season isn’t just good, it’s structurally strong

With 329 companies reporting, that’s 66% of the S&P 500, and the beat rate is stunning.

➡️ 84% are beating EPS estimates, with a median surprise of 7.2%

➡️ 80% are beating on sales, with a 2.6% median surprise

➡️ Blended YoY EPS growth: +10.4%

➡️ Blended YoY sales growth: +5.8%

The strongest contribution comes from Technology, Financials, and Healthcare. Tech’s EPS growth alone is tracking +21%. But not all megacaps are made equal. Apple beat, but the stock dropped. The real catalysts are Microsoft ($MSFT) and Amazon ($AMZN).

💻 Microsoft isn’t just beating, it’s leading

$MSFT posted a weekly candle breakout that shattered its 2024 highs. Price closed at $537.96, with strong follow-through across every Keltner and Bollinger band overlay.

Technicals:

• Weekly chart shows acceleration away from all EMA clusters

• RSI remains elevated, reflecting institutional continuation buying

• MACD trend remains bullish after the April reversal

Fundamentals:

• EPS beat by 8%, driven by Azure’s +34% YoY growth

• AI capex managed via finance leases, preserving margins

• CEO Nadella confirmed over $100B in forward AI infrastructure deployment

Microsoft is the reason the S&P beat rate has statistical credibility. It added weight, breadth, and forward guidance confidence. The price reaction proves it.

📦 Amazon is delivering growth, even if the market blinked

Amazon’s Q2 net income hit $18.16B, a 472.6% increase versus Q1 2023, with a CAGR of 117% over that stretch. AWS revenue was ~$30.9B, still up 17% YoY.

Technicals:

• Price at $212.77 is pulling back from its $241.33 weekly resistance

• Still holding above the 55-week EMA, with Keltner compression intact

• Weekly structure forming a potential continuation flag

Fundamentals:

• Total Q2 revenue: $167.7B, up 13% YoY

• EPS beat, but cautious Q3 guidance muted upside

• Forward P/E still compressed relative to its profit growth trajectory

That net income visual says it all. Amazon has gone from $3.17B to $18.16B quarterly in just 6 quarters. That’s an S-curve you don’t fade. It’s a pause, not a pivot.

📈 The S&P’s structure validates earnings, not speculation

The S&P 500 closed at 6,321.94, extending its structural breakout with confirmation across volume and breadth metrics.

• Weekly chart reflects sustained momentum above all major EMAs

• Clear separation from Q1 consolidation zone, indicating institutional conviction

• Keltner and Bollinger overlays confirm price expansion aligned with earnings

This isn’t a liquidity-driven drift. The current advance is rooted in fundamental outperformance and margin durability. With 84% of reporting companies exceeding earnings expectations, price action is behaving rationally and rewarding operational leadership. The strongest charts are backed by the strongest execution. MSFT and AMZN sit at the center of both.

🧠 Smart rotation is already happening

• Tech and Financials are absorbing flows post-beat

• Energy is dragging with –19.6% blended EPS decline

• Utilities and Staples are defensive laggards, even with 74%–79% beat rates

🎯 Conclusion: This isn’t a rally built on hope, it’s built on operational leverage

Microsoft’s multi-timeframe breakout confirms structural capital rotation into AI infrastructure.

Amazon’s net income trajectory is now rivaling Alphabet’s, but with higher velocity and better cost discipline.

The S&P 500 is behaving like a bull market in mid-cycle. Price is following earnings, not liquidity.

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