Reported by Yahoo Finance · finance.yahoo.com · August 8, 2026
S&P 500 earnings just shattered a record that has stood since 2008, but two tech giants are responsible for a distortion that changes everything investors think they know about this earnings season.
What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.
Market reaction today: $AMZN +1.33%
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