Amazon Outperforms Microsoft Post-Earnings: AWS Acceleration and Record Margins Favor AMZN

Fresh May 8 analysis crowns Amazon the better tech bet over Microsoft after April 29 Q1 earnings. Amazon's AWS surged 28% YoY alongside high-margin advertising and AI chips, delivering a record 16.7% net profit margin on $181.5B revenue—fueling AMZN's +20% YTD rally versus MSFT's -10% YTD decline. Microsoft's 29% cloud growth and $37B AI run rate impress, but lack Amazon's diversified profit drivers, signaling stronger compounding ahead for AMZN.