Quick Read – Meta’s EPS miss reflects $2.4 billion in one-time legal charges, not ad weakness, while Amazon’s AWS hit 37% growth, and both stocks screen as attractive. – Apple’s nine-quarter beat streak triggered a 9% post-earnings sell-off as tariff refunds flattered margins at…
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Following a wave of mega-cap earnings, Meta Platforms (NASDAQ:META) at $556.71 screens as attractive, Apple (NASDAQ:AAPL) at $308.91 looks fairly valued, and Amazon (NASDAQ:AMZN) at $271.58 screens as attractive. All three reported in late July, and the reaction split three ways. Meta missed on EPS as legal charges and severance compressed margins.
Apple beat but sold off on tariff-tailwind concerns. Amazon delivered its fastest AWS growth in 18 quarters and rallied hard. Here is how the setups line up now.