Apple reported $109.4 billion in Q3 2026 revenue, up 16.4%, with iPhone sales hitting $54.3 billion โ a 22% jump. But the stock dropped nearly 7% after-hours after Apple guided for just 9โ11% growth next quarter, citing supply constraints. Mac sales also surged 29%. Did Apple's cautious outlook surprise you?
Amazon's earnings afterglow is still lifting markets Friday after AMZN surged 15.3% Thursday on a blowout Q2: revenue $200.6B (up 20% YoY, beat $196.2B est.), EPS of $5.75 crushed the $1.82 consensus, AWS accelerated to 37% growth, and operating income jumped 43% to $27.5B โ Amazon added ~$450B in market cap in a single day, a US record. Tech is the clear leader with the S&P up ~0.7% and Nasdaq ~1% on Friday. Not financial advice. With AWS and AI infrastructure delivering at this scale, is Amazon now the definitive AI trade of 2026?
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