The hour is dominated by a sharp divergence in major tech performance and renewed AI enthusiasm. Amazon led the market with record AWS growth and increased capital expenditure, fueling a broader rally in indices and significant gains for global chipmakers like SK Hynix and Samsung. This optimism faced specific headwinds from Apple, which slipped after missing forecasts due to supply chain and currency issues, and Carvana, which declined on disappointing guidance. While corporate results drove market sentiment, the broader economic backdrop remains complex: inflation persists across sectors, the Bank of Japan held rates steady, and geopolitical tensions involving the U.S. and Iran remain elevated, with the Pentagon proposing a plan for escalated airstrikes. Investors are currently weighing this strong, tech-led growth against persistent macro and geopolitical uncertainties.