Quick Read – Apple (AAPL) posted its eighth straight EPS beat while Amazon (AMZN) AWS grew 28%, its fastest pace in 15 quarters. – Apple returns cash via a $100B buyback and dividend while Amazon pours ~$200B into AI infrastructure with free cash flow down 95%. – Amazon carries…
94% implied earnings beat probability, yet it tumbled 8% after beating estimates by 26% in Q2 2025. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Apple didn’t make the cut. Grab the names FREE today
Apple (NASDAQ: AAPL) and Amazon (NASDAQ: AMZN) both report fresh numbers on July 30, 2026, and their last quarters set up a fascinating split. Apple leaned on iPhone 17 demand and a services flywheel. Amazon leaned on AWS reacceleration and a giant AI capex bet.
Two very different playbooks, one shared earnings night. iPhone 17 Carries Apple. AWS Carries Amazon. Apple’s Q2 FY26 delivered $111.18B in revenue, up 16.6% YoY, with iPhone alone contributing $56.99B and Services hitting an all-time record of $30.98B.