$Microsoft(MSFT)$ Oracle just beat earnings by 8%, with cloud revenue up 21% year over year. This is a positive sign for Microsoft. Enterprise AI spending is clearly healthy and accelerating — the same companies buying Oracle cloud are also Azure customers. The market is big enough for everyone to have a shot. Microsoft's earnings on July 28th are worth watching.
$Apple(AAPL)$ Stop complaining about the dips at the close. It's over $300 and the greedy comments keep coming. If you don't like it, just sell and move on. At least it's green. Imagine if it were red.
$Microsoft(MSFT)$ Based on the data below, MSFT should be back to $500 once the double bottom chart pattern completes. Key financial results for Q3 FY26: Revenue: $82.9 billion, up 18% year-over-year. Net Income: $31.8 billion, showing a significant jump in profitability. Earnings Per Share (EPS): $4.27, exceeding the $4.06 expected. Cloud Revenue: Surpassed $54 billion, up 29% year-over-year. AI Impact: AI business annual revenue run rate passed $37 billion, growing 123% year-over-year. The overall momentum looks solid.
$Apple(AAPL)$ Most of big tech has gone all-in on AI, while for Apple, it's just one piece of a much broader puzzle. If AI hits a wall, the rest of big tech could crash, whereas Apple can simply pivot. Apple has positioned itself to win no matter how the race unfolds. I think holding long-term should be rewarding.
$Apple(AAPL)$ I think Apple could blow past $325 before WWDC26. With the June 8 keynote expected to focus heavily on AI across iOS 27 and macOS 27, the market may start pricing in the next Apple supercycle well before the event.