Earnings season continues to confirm something we often discuss. In the end, markets focus on profits, growth, and future expectations.
A few hours ago, we saw excellent results from several tech giants, and now $AAPL (+2,67%) has joined the list. This shows that the world’s biggest companies continue to create enormous value.
$MSFT (-4,08%) reported strong growth, with Azure remaining very powerful and demand for AI services rising sharply. $AMZN (-1,29%) delivered strong revenue and impressive profitability, with AWS continuing to be a key earnings engine. Alphabet impressed with major Cloud growth and solid advertising performance. $META (+0,5%) also posted strong revenue growth, although the market remained cautious about rising AI infrastructure spending.
Apple completes the picture. Revenue reached $111.2 billion, up around 17%, driven by strong iPhone sales and a solid rebound in China. The company also announced a new $100 billion buyback and a dividend increase.
In simple terms, when the largest companies in the $SPY keep delivering results like these, it becomes clear why the market remains resilient despite wars, rate fears, and constant negative headlines.
This does not mean corrections cannot happen. It means that behind the headlines there are real businesses producing profits, cash flow, and growth.
Markets are forward-looking. Right now, they are seeing that the giants continue to perform.