As long as the Iran situation remains unsettled, oil prices continue to rise. That means $Tesla Motors(TSLA)$ is the major beneficiary as people start flocking to EVs. Also, the cost for freedom is high, and I am very happy that our President is doing a great job. I really wish for a third term for our President. Long live Trump and Elon.
I'd rather $Apple(AAPL)$ delay the personal Siri 2.0 again for a superior release, even if it takes longer, and the same applies to software updates and iPhone versions. It is less about the deadline and more about delivering a reliable experience. Siri is a lifesaving feature, especially for the elderly, school and work emergencies, and first response.
This means nothing; it's not the first bad earnings, and $Microsoft(MSFT)$ has always bounced back. You should view $Microsoft(MSFT)$ like a bank that brings you 7% to maybe 12% year-over-year growth... Don't panic.