AWS Boom Sends Amazon Flying! Time to Chase AMZN or AAPL?

Amazon jumped more than 13% after Q3 exceeded expectations, along with strong growth in its cloud-computing unit. AWS revenue accelerated 20.2% to $33 billion, which CEO Andy Jassy said was a pace it hadn’t seen since 2022. Apple Chief Executive Tim Cook on Thursday gave a forecast for holiday quarter iPhone sales and overall revenue that beat Wall Street expectations, powered by orders for iPhone 17 models that the company is racing to fulfill amid continuing supply constraints. Is there chance to chase Amazon and Apple?

Apple's financial report is approaching, how to lay out?

$Apple (AAPL) $Expected to beOctober 30, 2025 After Hours EDTReleased its fourth quarter fiscal 2025 results. The market currently expects Apple's Q4 revenue to reach US $101.7 billion, with earnings per share of US $1.76. The company reported third-quarter revenue of $94 billion and EPS of $1.57. If the reported fourth-quarter results are in line with market expectations, it will reflect steady growth compared to the previous quarter.iPhone 17 hot sales drive optimistic expectationsDespite the uncertainty of Sino-US trade and the pressure of competition in the Chinese market, analysts are generally optimistic about Apple's recent performance. The demand for the iPhone 17 series has been strong since its release. According to Counterpoint data, its s
Apple's financial report is approaching, how to lay out?
Here is a professional-tone assessment of the upcoming earnings for AAPL (Apple) and AMZN (Amazon), including what to watch for, the potential for them to “turn the tide” of their recent under-performance, and my view on their trajectories. --- What to watch Apple For Apple the key items investors will be focused on: 1. iPhone sales and upgrade cycle – The strength of the current iPhone model and the upgrade momentum, particularly in major markets such as the U.S. and China, is critical. Analysts expect iPhone revenue for the September quarter of about US$50.1 billion, up ~8.5 % year-on-year.  2. Services growth – The App Store, Apple Music, Apple Pay, iCloud, etc., remain important as higher-margin growth engines and stabilisers in slower product cycles. 3. Overseas / China performan
avatarxc__
10-30

Big Tech in Turmoil: Will Apple and Amazon Ignite a Epic Comeback?

Buckle up, investors—Big Tech's earnings season is delivering gut punches left and right, but all eyes are locked on Apple and Amazon to flip the script. With Alphabet standing tall as the lone victor amid a sea of disappointments from Meta and Microsoft, the pressure is on these two giants to restore faith in the sector. Meta's shares cratered after ballooning AI costs overshadowed solid revenue, while Microsoft's cloud growth fell short, sending its stock sliding despite overall strong numbers. Alphabet, on the other hand, surged thanks to robust ad revenue and cloud momentum, proving not everyone's stumbling. Now, enter Apple and Amazon, reporting after the bell today—the potential catalysts to reverse the faltering tide. For Apple, the spotlight burns brightest on iPhone sales amid whi
Big Tech in Turmoil: Will Apple and Amazon Ignite a Epic Comeback?
avatarPatmos
10-30
Yes I believe Amazon will excels with AWS growth 
avatarAqa
10-29
The Super Earnings Week of the Big Five tech giants is here! $Apple(AAPL)$ and $Alphabet(GOOG)$ already hit their all time highs. These two stocks have strong confimed bullish sentiment from the market now. AAPL has continuously beaten expectations in all the trailing four quarters with the earnings surprise being 6.2%, on average. AAPL’s iPhone sales is likely to rise. AAPL’s Services business aka App Store also continues to be popular with an expanding installed base of devices. Apple presently has more than 1 billion paid subscribers, showing 12.3% growth on a year-over-year basis. Apple is gaining 30% in its market share in the PC market. Apple’s AI push has also aid AAPL’s prospects. However, AAPL st
avatarShyon
10-29
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
$Apple(AAPL)$  already wave up. Bet it go down after earnings.  $Amazon.com(AMZN)$  laggard for so long, so I bet go up. Because money always rotate around the Mag 7. They make up 36% in weight of the SPX.  If AMZN goes down after earnings, Call me. I go buy.
avatarMrzorro
10-28
Amazon Earnings Preview: Will AWS Spoil the Cloud Sector's Party Again? $Amazon.com(AMZN)$   will announce its FY2025 Q3 earnings report after the market closes on October 30. Core Financial Indicators ~Amazon's revenue is expected to be $177.72B for 2025 Q3, up 11.9% YOY; ~EPS is estimated to be $1.56, up 9.13% YOY. ~The company previously guided Q3 revenue of 174–179.5 billion, implying year-over-year growth of 9.5% to 13.0%, a moderate slowdown versus Q2. On profits, the company had guided Q3 operating profit of 15.5–20.5 billion, and results typically come in near the high end. The market expects $19.7 billion, up 13.15% year over year. Three/Four Things to Watch Global Retail Growth The retail narrativ
avatarMrzorro
10-27
Apple Earnings To Watch: iPhone 17, Greater China, Services Global consumer electronics giant $Apple(AAPL)$   is set to report its FY25Q4 earnings after the market closes on Thursday, October 30. With its market capitalization just a step away from the $4 trillion club, the market is optimistic about a sustained recovery in earnings growth. Option Market Signals With Apple's Q3 earnings report scheduled for October 30th, the derivatives market is painting a picture of confident optimism, a stark contrast to the high-anxiety pricing seen elsewhere in the tech landscape. The most telling metric is the Put/Call Ratio, which has fallen to a robustly bullish 0.67. As the stock's price has climbed steadily since

Apple For Stability, Options For Amazon As Leveraged Bet On Recovery

$Apple(AAPL)$ hits new highs, $Amazon.com(AMZN)$ might create a new lows, I think it might be a good time to look at the breakdown of the situation, along with how one might think about “options plays” (literally options contracts) on Amazon. We have both Apple and Amazon releasing their quarterly results on 30 Oct. So this might be the time to look at the situation, myself have both Apple and Amazon in my portfolio, so I will be sharing how I intend to play option for Amazon. What’s Going On With Apple Strengths Apple just hit an all-time high, driven by strong early sales of the iPhone 17, particularly in the U.S. & China. Technicals appear bullish: breakout from a “pennant” pattern, golden cross (5
Apple For Stability, Options For Amazon As Leveraged Bet On Recovery
regretted selling all my Apple shares.

Big-Tech Weekly | Google Pre-Earning Move: 1 Million Anthropic TPU Deal Is Just Beginning?

Big-Tech’s PerformanceMacro Headlines This Week:The week's macroeconomic narrative was dominated by two prominent headwinds. First, the government shutdown has led to data blackouts and heightened risks around policy implementation. Second, external risks—particularly those tied to US-China trade tensions—have re-entered the market's line of sight. Declining employment confidence signals potential further softening in consumer spending. Overall, the path to a "soft landing" for the economy feels increasingly fragile, leaving policymakers and markets alike in a holding pattern, awaiting the next data release or policy move.The Fed finds itself caught in a tug-of-war between its "eagerness for monetary easing" and the "harsh reality of shaky data." While markets are pricing in more rate cuts
Big-Tech Weekly | Google Pre-Earning Move: 1 Million Anthropic TPU Deal Is Just Beginning?
avatarWeChats
10-23
🍏 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
avatarTLim
10-22
Not speculating on Apple as earnings release is at the end of Oct. Don't want Apple to fall on my head from such a great height. [Cool]  

Apple Nears $4T: still in right-hand lane, $255–$258 the new bull/bear pivot

$Apple(AAPL)$ 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
Apple Nears $4T: still in right-hand lane, $255–$258 the new bull/bear pivot
avatarL.Lim
10-22
It is a little concerning that Apple's current hype is due to improved sales in China, meanwhile stats have been out saying that China has been spending less over the recent Golden Week holidays. I suspect this rally will not last for long, not with the us president being so volatile and China having a stranglehold on their economy, Apple could very well be the next whipping boy if the president angers China further...
avatarMkoh
10-22
Apple (AAPL) hit $264 intraday Oct 21, closing at $263—nearing $4T market cap, topping Microsoft. iPhone 17 launch (Sep 19) drove 4% surge: A19 chip, 12GB RAM (Pro), 48MP cameras, AI Siri. Pre-orders smashed records; Q4 rev $95B, up 6%.Analysts: Loop Capital "Buy" at $315; avg target $252 (4% downside). Services up 12%; China risks loom.Verdict: iPhone 17 fuels gains to $4T by '26, but regs & rivals threaten.
avatarkoolgal
10-22
🌟🌟🌟It is amazing how Apple $Apple(AAPL)$ hit an all time high so quickly.  After years of muted refresh cycles,  it is finally time for Apple to shine overtaking  Microsoft for the first time this year in market cap. The iPhone 17 is the reliable heartbeat of the line up - powerful, polished and priced well  for Apple loyalists.  Then there is the iPhone Air with its ultra thin titanium frame, feather like feel and A19 Pro chip. Loop Capital raised its target to USD 315 while Wedbush reaffirmed USD 310.  Whispers of USD 300 no longer feels like fantasy.  In fact it feels like trajectory. If the iPhone Air takes flight especially in China where early demand is strong, it could be the catalyst that turns Q4 into
Apple’s year-end rally still has legs — but it’s entering a trickier phase. The iPhone 17’s strong sell-through, robust services growth, and record highs show solid momentum, yet valuation risk looms. With AAPL trading near all-time highs and investor expectations elevated, any hint of slowing demand or margin squeeze could trigger short-term consolidation. Still, its long-term story (AI integration, Vision Pro ecosystem, subscription flywheel) remains intact — so dips might stay shallow unless macro shocks hit. Amazon, meanwhile, looks more like a stealth opportunity. Its e-commerce margins are rebounding, AWS growth is re-accelerating, and cost discipline is kicking in. While Apple may consolidate, AMZN could play catch-up, especially if AI-driven cloud demand sustains. In short: Apple’
avatarHili
10-22

Is ISRG worth buying now?

Find out more here: Is ISRG worth buying now? Conclusion
Is ISRG worth buying now?