Welcome to the Tech Mem Ride Home for Friday, April 27, 2018. Today the price of Amazon Prime is going up.

Apple's Airport's going away.

Square buys Weebly.

A DNA site might have cracked the Golden State Killer case.

Will T-Mobile and Sprint finally tie the knot? Is Apple working on an AR-V-R-V-H headset? And the weekend long reads? Here's what you

missed today in the world of tech.

So the shakeout from yesterday's earnings has not been super dramatic.

Amazon did well, Microsoft did well, Intel did well, all those stocks opened up this morning in trading. The most noteworthy story is

Amazon, which is hitting new all-time highs. Amazon analyst Heath Terry wrote in a note to clients quote

We are in the sweet spot between Amazon investment cycles where new fulfillment data centers are driving

accelerating revenue growth while incremental capacity utilization is driving

margin expansion. We still remain in the early stages in the shift of

computing to the cloud and the transition of traditional retail online and in our opinion the market is

underestimating the long-term financial benefit of both to Amazon."

And that really is the story on all of these tech companies this week.

They're sitting smack atop profound secular changes in their markets, and they are profiting accordingly.

In the case of Facebook and Google, it's the fact that our time and attention has moved online and advertising is following.

In the case of Amazon, e-commerce continues to take over, and in the case of Amazon and Microsoft

and to a lesser extent Google as computing moves to the cloud previous investments in

these areas are paying off. Another Amazon analyst Justin Pope wrote to his clients quote

Amazon's share in its key markets continues to expand supported by strong

fulfillment infrastructure and prime lock-in while the earlier stage higher margins business of

...