$Apple Concept(CP00053.US) has seen a spring for 'old money' stocks recently! With Cook's final dance and hitting $5 trillion, I believe there are no regrets! However, I'm not optimistic about the guidance for the second half of the year. Combined with technical adjustments after earnings and a rebound in tech, I see it falling.

Microsoft and Meta both reported earnings on Jul 29 (U.S. time).Microsoft posted Q4 revenue of $90bn (+18% YoY), with cloud revenue growth exceeding 40% and Azure revenue crossing $100bn for the first time — beating estimates, sending the stock up nearly 5% in after-hours trading. Meta reported revenue of $60.8bn (+28% YoY), also a beat, but Q3 guidance disappointed, free cash flow hit a four-year low, and the company raised its full-year capex outlook to $130bn–$145bn — shares reversed lower after hours.Apple and Amazon are up next tonight — which one are you more bullish on?

Microsoft and Meta both reported earnings on Jul 29 (U.S. time).Microsoft posted Q4 revenue of $90bn (+18% YoY), with cloud revenue growth exceeding 40% and Azure revenue crossing $100bn for the first time — beating estimates, sending the stock up nearly 5% in after-hours trading. Meta reported revenue of $60.8bn (+28% YoY), also a beat, but Q3 guidance disappointed, free cash flow hit a four-year low, and the company raised its full-year capex outlook to $130bn–$145bn — shares reversed lower after hours.Apple and Amazon are up next tonight — which one are you more bullish on?

Microsoft Up, Meta Down – AI Still All-or-Nothing?

The Big Six released their results one after another within 48 hours, with maxed-out divergence between bulls and bears. Share your verdict in one sentence for a chance to win a prize for the best comment!

Alphabet

Alphabet Inc Pref Shares GOOGN 6.25 05/15/2029

Alphabet Inc Pref Shares GOOGM 6.25 05/15/2029