Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
On an earnings-call update shared Tuesday, Apple Chief Executive Tim Cook pointed to major milestones in Apple’s US manufacturing footprint, alongside results that included a best-ever June quarter and accelerating iPhone revenue growth.
THE APEX TIMES
THE APEX TIMES
A new market note argues AMD’s valuation may look less extreme when investors extend the time horizon, but the case depends heavily on a growth outlook that is aggressive enough to do most of the work.
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The e-commerce and AWS leader rallied following its second-quarter results, as Amazon pointed to accelerating momentum in cloud services and progress on custom-built AI chips used to power new workloads.
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Apple reported a 16% jump in revenue and a 29% increase in earnings per share for its latest quarter, but weaker-than-expected services results pushed the stock lower in after-hours trading.
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Amazon’s latest quarter topped expectations, and discussion around the profitability outlook is increasingly tied to AWS growth and the company’s willingness to spend heavily on artificial intelligence infrastructure.
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Shares slid in after-hours trading after Apple reported fiscal third-quarter earnings and revenue that topped estimates, helped by strong iPhone sales. Analysts also focused on a cautionary note about how higher memory component costs can pressure device margins even when Apple holds pricing power.
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The company said cloud results accelerated again in the quarter, with Amazon pointing to AI-driven demand and capital spending that remains heavy enough to keep free cash flow negative.
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The company reported stronger overall performance than expected, supported by iPhone momentum, while two key categories, iPad and Services, came in below expectations.
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A fresh market commentary said the market response to Amazon’s most recent quarterly results has been positive. The post did not supply the underlying numbers needed to assess valuation or guidance in detail.
