Microsoft, Alphabet and Amazon reported third-quarter results last week, with next-session share moves ranging from a fractional dip to a double-digit drop. Attention now turns to consumer hardware, with Apple reporting fourth-quarter results on Monday, November 2, and Qualcomm reporting on Wednesday, November 4, after the close. Purchases of property and equipment rose sharply: Microsoft $39.4 billion (vs. $19.4 billion), Alphabet $51.4 billion (vs. $24.0 billion) and Amazon $77.3 billion (vs. $35.1 billion), and Amazon still expects about $220 billion in 2026 cash capital expenditures. The article notes rising semiconductor input costs, which Qualcomm said it is reflecting in product pricing, and that Apple's June-quarter gross margin of 50.1 percent included about 2 percentage points from tariff refunds.
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earningscloud computingsemiconductorsAAPL
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Related tickers and likely impact
AAPL
• NeutralApple Inc.
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Technology Hardware, Storage & Peripherals |
| Market cap | $5.1T |
| Close on 10/30/2026 | 344.79 |
| Change that session | -1.18% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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