$Amazon(AMZN.US)$Alphabet - C(GOOG.US)Just personal feeling: The reason is very simple. Google has already priced in the good news and risen too much. It's completely reasonable to follow the market trend (of course, there's also a small probability it will continue to rise with Apple). Amazon has always been unpopular on Wall Street. Last year, it was almost at the bottom among the "Seven Sisters". This year, it's completely reasonable to have a rally first. Otherwise, if it continues to fall, the range needed to pull it back up would be too large. As for the fundamentals, no need to say much. Just look at Microsoft to know that cloud demand is as stable as it can be. Plus, with multiple rounds of layoffs, it's highly likely that AI has improved business efficiency and reduced costs. This time, I'm optimistic about 250-260. Sell the news after earnings.