Apple posted its strongest June quarter ever and the stock fell 7.35% the next day. The Q3 FY26 filing shows why: a $7.6bn components pile bought into a record memory squeeze, and two percentage points of margin that came from tariff refunds.
Amazon (AMZN) spent $1.07 on property and equipment per dollar of operating cash flow, and AWS capital productivity halved. Bull case $325 vs bear case $198.
AMD closed at $457.06 on 2 September 2026, down 11.9% in a month after the chipmaker guided Q3 gross margin flat at 56% and sold $4.75bn of senior notes.
Palantir shed about $33.2 billion of market value in a session with no company news behind it. The software complex was down across the board while chipmakers rose, and MongoDB's beat-and-raise had just been punished with a 12% fall.
