After the market close on July 30, Microsoft and Meta released earnings reports that exceeded expectations, with strong guidance. Meta raised its full-year capital expenditure lower bound, resulting in a more than 11% increase in its stock price on July 31. Microsoft reported its highest quarterly revenue growth in one and a half years, with cloud service revenue growing by 39%, surpassing expectations. AI spending reached new heights, leading to a nearly 4% increase in its stock price on July 31. After the market close on July 31, Apple and Amazon released their earnings reports. Apple's Q2 revenue showed the highest growth rate in three and a half years, with CEO Tim Cook announcing a significant increase in AI investment, resulting in a more than 3% rise in its stock price after the market close. Amazon's revenue and profit exceeded expectations, but its guidance was weak. Additionally, its cloud service growth was lower than that of Microsoft and Google, leading to a more than 7% decline in its stock price after the market close. The earnings reports from major U.S. technology companies have bolstered faith in AI! What are your thoughts? How will you operate post-earnings?