Editorial companion

What stands out

Amazon rallied after management said cloud-computing revenue accelerated for a fifth straight quarter, which eased fears that the company’s big spending to win artificial intelligence (AI) work won’t pay off. Chipotle lifted its annual outlook after bringing back honey chicken and overhauling its rewards program, nudging comparable sales from flat to low single digits. These are two different proofs-of-concept: one about expensive scale in tech, the other about menu and loyalty tweaks delivering measurable sales lift for a mature restaurant chain.