Four Tech Giants Spent $497 Billion on AI Infrastructure

MSFT stock rose 7% in 24 hours to reach 556 and is trading significantly above its SMA20/SMA50; this strong momentum supports the news of AI infrastructure spending. However, RSI14 at 72.7 is approaching overbought territory, and although MACD is positive, there is a risk of short-term profit-taking. Although the news is not directly specific to MSFT, the AI investments of four tech giants could positively affect sector sentiment. In the 1-3 day outlook, the upward trend may be maintained, but limited gains should be expected due to the overbought signal. High volatility should be taken into consideration.

The news confirms large technology companies' strong capital expenditures on AI infrastructure and indicates that GOOGL is also part of this spending wave. The price is at 289, up 3.9% in 24 hours; it is above the SMA20 (284.4) but below the SMA50 (295.1), meaning there is a short-term recovery but the trend has not fully reversed yet. RSI is at 51 in neutral territory, and although MACD is in negative territory, it is above the signal line, indicating that momentum has slightly improved. The news may have a limited direct short-term catalyst effect; the main impact is indirect through sector sentiment. Therefore, I expect a moderate upward bias for 1-3 days, but SMA50 resistance and overall market conditions pose risks.

AMZN stock is showing strong momentum with an 11.9% gain in 24 hours, closing above both its 20-day and 50-day simple moving averages (SMA20 and SMA50). The RSI at 66.4 is approaching overbought territory, but no confirmed reversal signal has emerged yet; the MACD remains positive above its signal line. The $497 billion spending by four tech giants on AI infrastructure presents a medium-term positive theme for AMZN, which stands out with its cloud and AI investments. However, the news alone is not a concrete company-specific catalyst, and much of the rally may already be priced in; therefore, I expect a moderate upward bias in the short term. To guard against a sharp pullback, the 255-256 range (SMA20) should be watched as support.