Seeking Alphaยท2025-07-31 11:06Group 1: Apple Inc. (AAPL) - Apple is expected to report strong headline numbers, with a focus on a mini rebound in iPhone sales in China and robust performance in its Services segment [5][6] - Analysts emphasize the importance of Apple's AI growth strategy, noting that investor patience is wearing thin [6] - The upcoming launch of the iPhone 17 in September is anticipated to be a significant event for the company [5] Group 2: Amazon.com Inc. (AMZN) - Amazon is projected to report earnings with a consensus EPS estimate of $1.31 and revenue estimate of $162.09 billion, reflecting a 9.5% year-over-year increase [3] - Key themes for Amazon's earnings include AI innovation in AWS and efficiency gains in logistics, with a focus on margin trends due to increased capital spending [3] - Options trading indicates a potential 5.5% price swing for Amazon following the earnings report, with a possible announcement regarding an increase in Amazon Prime pricing [4] Group 3: Market Context - Major suppliers to Amazon, such as Aterian, NovaBay Pharma, and Air Transport, show a strong correlation in post-earnings trading [4] - The broader market is experiencing positive movement, with Dow, S&P, and Nasdaq futures in the green [9] - Economic indicators such as the June PCE report and Employment Cost Index are scheduled for release, which may impact market sentiment [10]