AEX climbs on semiconductor surge as AI earnings boost markets

AEX semiconductor AI earnings Microsoft Amazon

The Amsterdam AEX opened about 0.6 % higher at a record 1,111.34 points, led by semiconductor giants ASML and Besi which posted gains of up to three percent. The rally was spurred by strong quarterly results from Microsoft and Amazon, which revived investor confidence in artificial‑intelligence‑related stocks.

Microsoft’s Azure business showed faster‑than‑expected growth, sending its shares up 16 % after the report. Amazon’s revenue beat expectations, lifting its stock more than 9 % in after‑hours trading. Global indices reacted positively, with Nasdaq‑100 futures up 1.16 % and S&P 500 futures up 0.48 %. In Asia, South Korea’s Kospi surged over 15 % as SK Hynix and Samsung Electronics rallied sharply.

The upbeat tech news contrasted with a 22.6 % drop in Universal Music Group shares after weaker subscription and margin figures, and broader market concerns remained over U.S. inflation and interest‑rate outlook.

Entities: AEX · ASML · Amazon · DSM‑Firmenich · Microsoft · Samsung Electronics

Claims

What the coverage asserts, and how well corroborated each claim is across sources.

[● 2 SOURCES] AEX opened 0.6 % higher at 1,111.34 points, a record level. (Beursupdate: halfgeleiders aan kop in groene AEX; Beursupdate: UMG fors onderuit in groene AEX)
[○ 1 SOURCE] Universal Music Group shares fell 22.6 % after weak subscription growth and margin results. (Beursupdate: UMG fors onderuit in groene AEX)
[○ 1 SOURCE] Microsoft’s Azure growth exceeded expectations, sending its shares up 16 % after earnings. (Microsoft en Amazon blazen AI-rally nieuw leven in)
[○ 1 SOURCE] South Korea’s Kospi index surged more than 15 % as SK Hynix and Samsung Electronics rallied. (Microsoft en Amazon blazen AI-rally nieuw leven in)
[○ 1 SOURCE] U.S. Q2 GDP growth was 1.5 % and the core PCE inflation rate was 3.3 % year‑on‑year. (Beursupdate: UMG fors onderuit in groene AEX)
[○ 1 SOURCE] Nasdaq‑100 futures rose 1.16 % and S&P 500 futures rose 0.48 % following the earnings news. (Microsoft en Amazon blazen AI-rally nieuw leven in)
[○ 1 SOURCE] Amazon’s quarterly revenue beat forecasts, lifting its stock more than 9 % in after‑hours trading. (Microsoft en Amazon blazen AI-rally nieuw leven in)
[● 2 SOURCES] ASML and Besi each gained up to about 3 % in the session. (Beursupdate: halfgeleiders aan kop in groene AEX; Beursupdate: UMG fors onderuit in groene AEX)