Better Buy: Apple vs Meta

Quick Read Apple (AAPL) posted record iPhone revenue of $85.27B (up 23.3% year-over-year) and Services revenue hit $30.01B (up 14% year-over-year), while Meta (META) drove advertising revenue to $58.14B (up 24% year-over-year) despite operating margin compression from Reality Labs losses of $19.2B for the full year and planned 2026 CapEx of $115-$135B. Apple is prioritizing capital returns to shareholders through buybacks while maintaining lean AI infrastructure spending, whereas Meta is betting $115-$ ...