🍏 Apple Smashes New Highs — But Is the Real Alpha Now in Bottoming Amazon? The market’s two most-watched titans — Apple ($AAPL) and Amazon ($AMZN) — are pulling in opposite directions. Apple’s soaring to fresh all-time highs while Amazon quietly struggles near its multi-month lows. Momentum vs. Mean Reversion. Safety vs. Value. Traders are asking: Which one truly holds the next leg of alpha? --- 🍏 1️⃣ Apple: The King That Refuses to Cool Down Apple’s rally has turned heads — and wallets. Several Wall Street firms, including Morgan Stanley and Wedbush, boosted their targets after iPhone 17 sales blew past early estimates. According to Counterpoint Research, iPhone 17 sales in the first 10 days post-launch are 14% higher YoY, driven by robust demand in both the U.S. and China. The base iPhon

$Amazon.com(AMZN)$ $Apple(AAPL)$ Amazon's latest earnings crushed forecasts, with total sales climbing 13% to a whopping $180.2 billion, fueled by explosive growth in its powerhouse AWS division. AWS revenue hit $33 billion, marking a 20.2% acceleration that's the strongest since 2022, as CEO Andy Jassy highlighted surging demand for cloud services amid AI boom. This performance sent shares rocketing over 13% in after-hours trading, pushing the stock to new heights and signaling robust momentum for investors eyeing long-term plays in e-commerce and tech infrastructure. Analysts are bullish, with an average target price sitting at $271.06, well above the current $222.86 close, backed by strong buy ratings

I'm thrilled to see Apple and Amazon step up to the earnings plate this Thursday, because the market needs a jolt after the AI-fueled Nvidia mania. For me, Apple's report is the real litmus test: iPhone unit sales in China will tell us if the world's biggest consumer market is finally shaking off its post-COVID funk, and the services bundle (App Store, Music, Pay) is the margin rocket that keeps the stock aloft even when hardware stalls. I've been pounding the table on Apple's installed-base monetization for years; if services growth accelerates past 15%, I'll view any share dip as a screaming buy before the iPhone 17 cycle hits in 2026. Amazon, on the other hand, is the ultimate two-headed beast. AWS remains the profit engine, and I'm laser-focused on whether cloud revenue growth re-accel

I've been watching the market explode after Amazon's Q3 numbers dropped, and honestly, it's giving me serious FOMO. AWS revenue hitting $33 billion with a 20.2% acceleration—the fastest since 2022—tells me the cloud boom is far from over. Andy Jassy's tone was almost giddy, and when the CEO sounds that confident, I listen. AMZN $Amazon.com(AMZN)$   jumping 13% in a single session isn't noise; it's the market pricing in a multi-year runway for AWS dominance while e-commerce margins keep expanding. I'm not waiting for a pullback that might never come. Apple's $Apple(AAPL)$   move felt different—more relief rally than convictio

Amazon's Third Quarter Sales, Outlook Beat Estimates, Shares Climb 10% $Amazon.com(AMZN)$   reported third quarter revenue that beat analysts' estimates and gave an outlook that exceeded expectations, sending shares climbing in extended trading Thursday. Net sales rose 13% to $180.17 billion in the three months ended Sept. 30 , surpassing Bloomberg consensus that called for $177.82 billion. Sales of Amazon Web Services jumped 20% to $33.01 billion, exceeding the average estimate of $32.39 billion. That's the fastest growth for AWS in almost three years, according to data compiled by Bloomberg.  For the fourth quarter ending in December, the company expects net sales to rise $206 billion to $213 billion

$Apple(AAPL)$ Bullish 🍏 Apple Hits All-Time High! iPhone 17 Ignites the Next Supercycle — Can AAPL Power to $300 in 2025? Apple just proved once again why it’s the heavyweight champ of Wall Street. After Counterpoint Research released strong iPhone 17 sales data, AAPL surged nearly 3%, smashing through resistance and logging a fresh all-time high. But this isn’t just another “launch pop.” It’s the return of Apple’s product-cycle momentum — something the market hasn’t seen since the 5G iPhone 12 era. 📊 The Numbers Behind the Hype iPhone 17 sales are up 14% YoY in the first 10 days post-launch. The base model — not the Pro — led demand, with sell-through up 33% vs iPhone 16. Sales growth in China and the U.S. simultaneously — a rarity in today’s split tech market. Analysts from Morgan Stanle

Overview – Global Markets Show Divergent Momentum Global equities ended October on a mixed note, with Wall Street extending gains on strong corporate results while Europe and parts of Asia saw declines amid earnings uncertainty and weak economic data. Investor sentiment remained cautious as global inflation trends and central bank signals continued to guide trading activity. US – Amazon Boosts Wall Street US stocks closed modestly higher, driven by a post-earnings rally in Amazon$Amazon.com(AMZN)$   shares. The Dow Jones Industrial Average $DJIA(.DJI)$  added 40.75 points to 47,562.87 (+0.1%), while the S&P 500

$Apple(AAPL)$ Apple's latest powerhouse lineup is turning heads and wallets upside down, with the iPhone 17 series shattering early sales expectations and propelling shares to unprecedented levels. Wall Street is buzzing, upgrading ratings left and right as robust data from key markets signals a potential year-end surge that could redefine tech dominance. Diving into the numbers, the iPhone 17 series has outperformed its predecessor by a solid margin in the crucial U.S. and China arenas, where consumer appetite for innovation remains insatiable. The base model stands out as the star performer, driving significant growth and proving that accessible premium tech still rules the roost. This isn't just hype – it's backed by concrete sell-through figur

I'm glued to my screens for Thursday's double-header—Apple and Amazon dropping earnings after the close. These are the two names I've been waiting on all season. Apple's riding an all-time high, but Amazon's been the MAG7 laggard, and that asymmetry is where I smell opportunity. Both have the catalysts to surprise, and I'm positioned to ride the breakout. Apple's iPhone cycle is the wildcard everyone's debating, but I'm not sweating unit sales alone. Services are the silent killer—App Store, Apple Music, Apple Pay—all sticky, high-margin, and growing double-digits. China exposure? Overblown noise. Supply chain's stabilized, and if iPhone 17 demand beats the whisper, $300 is in play fast. I've been adding on dips below $220; now I'm letting it run. Amazon's the one I'm pounding the table on

$Apple(AAPL)$ stock hit new ALL TIME HIGHS for the second time in 2025, and all in a week.ImageiPhone-17 build-order surge + Apple Intelligence pay-wall buzz + the $4 trln market-cap magnet are aligning; $Apple(AAPL)$ ’s momentum is still in the right-hand lane, with $255–$258 the new bull/bear pivot.Ticker snapshot: $Apple(AAPL)$ $262.90 (+1.7%, ATH $263.47 intra-day), YTD +38% vs SPX +22%.Market cap ≈ $3.94 trln—only 1.5% away from the historic $4 trln level (≈ $267.2/sh).$65 bn buy-back firepower left = 2.4% of float, EPS tail-wind ≈ 2.8%.Catalysts in plain EnglishHardware: iPhone 17 s

I'm thrilled to see Apple hitting a record high, and the iPhone 17 series is clearly the star of the show! With Wall Street firms giving positive ratings and Counterpoint Research showing a 14% sales jump over the iPhone 16 series in both China and the U.S., I'm convinced this is just the beginning. The base iPhone 17 model driving a massive 33% sell-through increase compared to the iPhone 16 seals the deal for me—I'm definitely bullish on Apple's future! As for the iPhone Air, I'm all in on that too! If Apple can leverage the success of the iPhone 17's design and features into a lighter, more affordable Air model, I see it becoming a game-changer. The market's hunger for innovative products is clear, and with the iPhone 17 already outperforming expectations, I believe the Air could push A

🚨🚨🚨The market summary for October 21, 2025, excluding India, highlights a globally optimistic tone driven by receding US-China trade tensions and key political developments in Asia, with the US market showing mixed to positive movements ahead of a busy earnings week. North America (US):  * Stocks: US stock futures showed a slight decline after a strong rally on Monday, but the overall sentiment remained positive due to easing credit fears and optimism about trade talks.    * The S&P 500 index was near all-time highs, closing with a marginal loss of 0.05% on the day but showing significant long-term growth.  * Key Drivers:    * Hopes for a quick resolution to the ongoing US government shutdown helped sentiment.    * Focus was largely on the rush o

We are seeing $Apple(AAPL)$ at 8-month high. Wedbush have give a price target of $310, we need to understand that Wedbush analyst Daniel Ives, a notable bull, has a price target of $310, arguing that the iPhone 17 is a "game changer" and that a major AI-driven upgrade cycle is still being underestimated by the market. However, it's important to note that Wedbush's target is among the highest on Wall Street. In this article, I will be sharing why it is plausible Apple could be above $300 by Dec 31, 2025, but it is not the base case. Rather we will assign roughly ~30–35% probability today, with the outcome hinging on a handful of clear catalysts (and conversely a few clear risks). In this article, I will be sharing why it is plausible Apple could be

Apple shares have soared to an eight-month high of $256.08, up 4.3% this week, after Wedbush Securities raised its price target to a street-high $310, citing an underestimated iPhone 17 upgrade cycle. With 315 million of 1.5 billion iPhones overdue for upgrades, demand could push sales to 240-250 million units in 2026, per analysts. The S&P 500 at 6,620 also climbs, reflecting market strength. Have you loaded Apple shares? Are you bullish on it supporting market highs? Can it hit $300 this year? Should you bet on Apple’s reversal or chase NVIDIA’s AI narrative? Dive into the rally, explore sector shifts, and craft your strategy in this tech showdown. The $310 Catalyst: What’s Driving Apple? The momentum is undeniable: Price Target Boost: Wedbush’s $310 target, up from $270, reflects st

$Apple(AAPL)$ $NVIDIA(NVDA)$ $Microsoft(MSFT)$  📸 Feature board I’m tracking the slide that shouts Apple Intelligence, ProMotion 120Hz, 3000 nits, Ceramic Shield 2, 48MP, 256GB start, action button. The wit writes itself. AI reads as Always Incremental. ProMotion feels very promotional. 3000 nits is bright; the market still nit-picks margins. Ceramic Shield 2; scratch that premium. Action button; the only call to action I respect is risk control. Dual Fusion camera; great for portraits, less helpful when valuation needs a deep focus. 🛸 Apple Ship I’m watching the $1B mothership meme and thinking capital return. Apple already sails the biggest buyback fleet o