Editorial companion

What stands out

Microsoft and Amazon ripped higher after earnings, their artificial intelligence (AI) and cloud momentum translating into clear share-price applause, while Apple and Meta pulled back on softer guidance. Schwab Network's market-minute compressed the week's big tech divergence into a neat contrast: Microsoft showing improving margins and strong top-line growth, Amazon delivering revenue gains alongside jagged profitability, and Apple riding technical strength despite weak revenue expansion. For investors watching the AI-led reallocation, the clip is a short, useful reminder that the rally has distinct winners and second-tier names.