After the USU's collective rise on Wednesday, there was disagreement in the market as to whether the round would last. The media CNBC quoted the moderator, Jim Cramer, who stated that the rebound of the day was more like a release of optimism than a sudden improvement in business prospects.
The increase is due to multiple advantages.
According to Cramer, investors pursued large technology units on the same day, driven mainly by several good news, but these changes may not be sufficient to support the rapid upswing in stock prices.
Alphabet increased by more than 3 per cent. One of the reasons is that Warren Buffett, in an interview with the CNBC, stated that he himself had made the decision to invest in Alphabet. According to Cramer, this expression eased the market ' s concern about Alphabet ' s massive input into AI, especially after the company had previously financed bonds.
Microsoft's up by about 2.5 per cent. Citicorp's optimistic report predicts that Microsoft 2026 will perform better in the fourth fiscal year and that the energy of Copilot and Azure cloud operations is expected to continue into the 2027 fiscal year. Cramer said that the report had clearly weakened market concerns about the return rate of Microsoft AI input.
Meta splits with Amazon performance
Meta and the Amazon both rose by about 3 per cent that day. In Cramer, it appears that Meta's rise was related to its plan to sell surplus credit on July 1, which allowed the market to see the path of AI infrastructure liquidation.
But he's more cautious about the Amazon. According to Cramer, the Amazon has invested a great deal in AI, but so far the corresponding returns have not been clearly demonstrated, so that the synchronous rise in stock prices is not easily explained in its basics.
AI, the chain is not synchronous.
In contrast to the rise in large platform units, some companies that benefited more directly from AI infrastructure were weaker that day. Cramer mentioned that Dale and Mei-guang, while not poor in basic terms, fell by about 10 per cent and 8 per cent respectively.
This fragmentation, in his view, suggests that short-term market fluctuations are still more mood-driven than new substantive business changes. As the second-quarter financial season advances, investors ' attention will return to more specific data on performance, capital expenditure and returns on AI inputs.