Tech Giants Explode: Dive into AMZN's Cloud Surge or Ride AAPL's iPhone Wave Before It's Too Late?
$Amazon.com(AMZN)$ $Apple(AAPL)$ Amazon's latest earnings crushed forecasts, with total sales climbing 13% to a whopping $180.2 billion, fueled by explosive growth in its powerhouse AWS division. AWS revenue hit $33 billion, marking a 20.2% acceleration that's the strongest since 2022, as CEO Andy Jassy highlighted surging demand for cloud services amid AI boom. This performance sent shares rocketing over 13% in after-hours trading, pushing the stock to new heights and signaling robust momentum for investors eyeing long-term plays in e-commerce and tech infrastructure. Analysts are bullish, with an average target price sitting at $271.06, well above the current $222.86 close, backed by strong buy ratings from firms like UBS. On the flip side, pre-tax gains of $9.5 billion from investments padded net income, raising questions about core operational strength without those one-offs, but the cloud unit's revival steals the show for growth hunters.
Apple isn't far behind, delivering an upbeat holiday quarter outlook that topped Wall Street's bets, driven by sizzling pre-orders for the iPhone 17 lineup despite supply hiccups. CEO Tim Cook emphasized racing to meet demand, with projections for double-digit iPhone revenue growth in the coming period, potentially lifting overall sales by mid-single digits. This comes as the company's market cap breached $4 trillion on iPhone 17 hype, with shipments forecasted at 236 million units for fiscal 2026. Shares closed at $271.40, near the 52-week high of $274.14, and analysts like JP Morgan and Bank of America are raising targets to $290 and $320 respectively, citing solid upgrade cycles and AI integrations. However, some voices warn of no true supercycle, with upgrade intentions expected to cool next year and potential margin squeezes from higher production costs, making it a calculated bet for those banking on consumer tech loyalty.
Weighing the chase: Amazon offers immediate upside from AWS dominance in a cloud-hungry market, ideal for diversified tech exposure, while Apple hinges on gadget innovation and ecosystem lock-in, but both face macro risks like tariffs and economic slowdowns. If you're chasing, Amazon's post-earnings pop suggests catching the tailwind now, whereas Apple's forecast teases holiday fireworks—pick based on your risk appetite for cloud stability versus device frenzy.
📢 Like, repost, and follow for daily updates on market trends and stock insights.
📝 Disclaimer: This post is for informational purposes only and does not constitute financial advice. Always conduct your own research before making investment decisions.
📌@Daily_Discussion @Tiger_comments @TigerStars @TigerEvents @TigerWire @CaptainTiger @MillionaireTiger
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- Enid Bertha·11-01TOPApple always sells off after earnings and with the incredible run up it was ready but the blowout earnings prevented that. Now Nov starts the two best stock market months. This amazing earnings report makes us highly likely to blow past $300 by year end.LikeReport
- Merle Ted·11-01Next week Apple resumes its ascent, wouldn’t worry about Apple…year end $325 next yr $476 Just keep buying the dipsLikeReport
- dong123·10-31Both giants are tempting! Have you weighed the potential risks against their promising upside?LikeReport