Core Insights - Five major tech firms, referred to as the "Magnificent Seven," reported their earnings, marking a significant moment for the economic outlook of 2025 [1] Company Earnings - Apple (AAPL), Amazon (AMZN), Microsoft (MSFT), Google (GOOGL), and Meta (META) provided earnings reports that shed light on their performance during the ongoing AI revolution [1]

Core Insights - Apple is experiencing a resurgence in iPhone sales, with double-digit growth expected in the December quarter, marking the fastest growth since 2021 [4][11] - Operating expenses (opex) for Apple are projected to grow 18% year-over-year in fiscal 2026, indicating a willingness to invest heavily, particularly in AI infrastructure [3][12] - The company is adopting a hybrid model, balancing internal development with partnerships, particularly in the AI space, which could yield high returns on investment [8][10] Financial Performance - iPhone revenue is a significant contributor, accounting for 53% of total revenue, and the iPhone 17 is performing better than expected [11][12] - Services revenue is also growing at an annual rate of 14%, contributing to overall financial health [12] - Despite a decline in the Chinese market by 4% year-over-year in the September quarter, early demand for the iPhone 17 suggests potential recovery [15][16] Market Position and Strategy - Apple is positioning itself as a builder rather than a buyer, focusing on internal development while also leveraging its role as a distribution partner for services like Google search [5][7] - The company is expected to introduce innovative products, such as a foldable iPhone, which could drive future sales and market interest [13][14] - Valuation metrics indicate that as services become a larger portion of gross profit, there is potential for higher earnings multiples, supporting a bullish outlook on the stock [18][19]

report. Our next guest also raised his price target on that stock. Morgan Stanley's Eric Woodring, he joins us now at Post Nights.It's good to have you here as well. >> Thank you for having me, Scott. >> Um, is what's the takeaway from this.The the iPhone is back, albeit we still have questions about AI. >> Well, this was an exciting conversation about spending because actually Apple has been the one left out of this conversation. They just told us that December quarter operating expenses were going to go t ...

Apple’s new earbuds can translate languages in real time. But what do we lose when nothing gets lost in translation? https://t.co/msB3Tkj9KH ...

Analysts didn’t even bother to hide their awe. In a note, Wedbush analysts wrote that this is “an AI Arms Race and what is fueling this next chapter of growth is Big Tech spending and that is NOT slowing down into 2026....which we view as a huge positive and validation moment for the AI Revolution bullish thesis.” Deutsche Bank analysts described Meta as “front-loading this investment cycle,” which might be why the stock fell as much as 13% in the morning after trading. Right now, the bottleneck isn’t talen ...

You're really the person we turn to when you think about how that innovating where they're pushing forward. Were you surprised by the overall sales growth when many thought that iPhone 17 was going to be the catalyst that we'd hoped for. I wasn't.And the reason is because, as I talked to you in the past, hardware refresh, when the actual hardware looks different, always drive upgrades. People still want to rely on the device that is in their pocket. 24 seven but make it look different.And this year we got t ...

We've had an incredibly big week of earnings, particularly for the tech sector when you had five of the seven mag seven names reporting. I want to break it all down. The AI revolution, which is underway and still has room to run, according to Dan Ies, global head of tech research, managing director, senior equity analyst at Wed Bush Securities.I'm so glad to speak with you and I want to get to the details of this week. But when I think about everybody talking about the AI bubble and you said we go back to 2 ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Stock Market News From Oct. 31, 2025: S&P 500 Rises as Amazon, Apple Earnings Boost Sentiment Last Updated: 3 hours ago The Dow Turns Higher. Stock Market Breadth Is Improving. By Connor Smith It's been a bumpy Halloween for the stock market, but the major indexes were all back in the black around 2:30 p.m. Eastern time on Friday. The Dow was up 41 points, or 0.1%. The S&P 500 was 0.3%. The Nasdaq Composite was up 0.7% in the wake of Amazon.com's latest results. CONCLUDED Cryptocurrencies Data Magazine Mark ...

Core Viewpoint - The artificial intelligence megatrend remains robust, with major tech companies signaling strong ongoing investments despite concerns about an AI bubble [1][2][30]. Group 1: Earnings Reports and Capital Expenditures - Major tech companies including Meta, Microsoft, Google, Amazon, and Apple reported solid earnings, with significant capital expenditures aimed at AI infrastructure [2][5][6]. - Google reported capital expenditures of $24 billion, up 83% year-over-year, while Microsoft spent $35 billion, a 74% increase [7]. - Meta's capital expenditures reached $19.4 billion, more than double the previous year's spending, and it expects even larger expenditures in 2026 [7][16]. Group 2: AI Ecosystem and Market Impact - The AI ecosystem is becoming a significant part of the stock market, with major players like Microsoft, Meta, Google, and Amazon collectively accounting for over $11.5 trillion in market capitalization [11]. - The construction of AI-capable data centers is projected to require $5.2 trillion in capital expenditures, indicating a substantial economic impact [10]. - Microsoft plans to increase its AI capacity by over 80% this year and double its data center footprint in the next two years [12]. Group 3: Company-Specific Developments - Meta's aggressive spending plans for AI have raised concerns among investors, leading to a significant drop in its stock price following its earnings report [15][16]. - Amazon's AWS reported revenue of $33 billion, a 20.2% increase year-over-year, alleviating concerns about its market position [19][20]. - Nvidia is projected to generate over $300 billion in data center revenue next year, reflecting strong demand in the AI sector [22]. Group 4: Industry Trends and Future Outlook - The ongoing debate about an AI bubble continues, with some analysts expressing concerns about the sustainability of high capital expenditures without immediate returns [30][28]. - Despite concerns, many analysts remain optimistic about the long-term potential of AI investments, viewing them as a catalyst for the next industrial revolution [32].