Youtubeยท2025-10-30 15:17Amazon - Amazon Web Services (AWS) is facing challenges compared to Microsoft and Google due to its slower growth rate and less direct ties to open AI technologies [3][4] - The recent layoffs announced by Amazon are the largest in the company's history, which may impact its operational efficiency [2] - If AWS revenue growth meets or exceeds the previous quarter's growth, it could positively influence Amazon's stock price in the near term [5] Apple - The iPhone 17 is reportedly outperforming expectations, with management guiding for mid to high single-digit revenue growth for September [6] - Ongoing geopolitical discussions between the U.S. and China may benefit Apple, particularly regarding the sourcing of rare earth minerals critical for consumer electronics [7][8] - The easing of geopolitical risks has contributed to a rebound in Apple's shares, indicating positive market sentiment [9]