Lurking in the background, as always, are the big macro questions about President Trump’s tariff deals.
Apple’s blowout earnings marred by tariff fears, a slow AI rollout, and the stock barely moves
August 1, 2025
Microsoft climbs to $4 trillion in after-hours trading on blowout earnings
July 31, 2025
Apple sets quarterly revenue record as earnings broadly beat expectations, shares climb
On tariffs, "We estimate the impact to add about $1.1 billion to our costs," CEO Tim Cook said.
“Apple is proud to report a June quarter revenue record with double-digit growth in iPhone, Mac and Services and growth around…
Seventy-six percent of the companies reporting their Q2 results so far have beaten earnings estimates, JPMorgan says.
The "one-time" items like the Circle payout and the $307 million data breach are more significant than the quarterly revenue and…
Trump's tariff announcement wiped out almost $800 billion from major tech firms, with the S&P 500 and Nasdaq Composite falling…
Wall Street's faith in the staying power of AI as an investment thesis will be put to the test when Nvidia reports quarterly…
