Amazon shares surge after AWS posts strong growth

Friday, October 31, 2025 at 07:20 UTC+01:00 (+0100), United States, Seattle, Washington

News category : Corporate and Sector Events

Amazon reported third-quarter results that beat expectations, led by a renewed acceleration at Amazon Web Services driven by AI-related demand. AWS revenue growth of around 20% year-on-year surprised investors and sent the stock sharply higher on October 31. The company also reiterated elevated capex plans, signalling continued investment in data-center capacity. Market reaction extended beyond Amazon: suppliers of cloud infrastructure, data-center real estate and AI hardware saw flows as investors positioned for stronger enterprise capex. While some analysts flagged margin and competition risks, the top-line strength reduced near-term downside risk to tech earnings and supported risk appetite in large-cap growth names.

Overall market impact

Strong bullish market impact - strength score : 86/100

Detailed breakdown of market impact over instruments, sectors, and asset classes

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Impacted instruments :

AMZN equity

Cloud infrastructure suppliers

Data-centre REITs

Tech-heavy indices

AI/Cloud capex vendors

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