Tech Giants Drive Market with AI Power and Resilient Ecosystems

$Amazon(AMZN.US) $Apple(AAPL.US) Amazon and Apple released earnings during the reporting season that far exceeded market expectations, significantly boosting overall market sentiment. Amazon’s strong investment in AI cloud infrastructure drove robust growth in AWS cloud service revenue and reinforced its position as a core profit engine. Meanwhile, its advertising business achieved rapid growth, emerging as a new profit driver. On Apple’s side, service revenue reached record highs, reflecting the strong resilience of its high-margin ecosystem amid global economic uncertainty; iPhone sales remained steady, and management expressed optimism for the holiday quarter, anticipating their best performance yet. The results of these tech giants indicate that AI and high-margin service businesses are the core drivers of future growth. Even in a complex macroeconomic environment, both companies have delivered above-expectation performance by leveraging operational efficiency and ecosystem advantages, leading the market toward a phase of high-quality growth.

Faced with such formidable technology leaders, one can't help but wonder: which industry will be the next to be transformed by AI and booming service revenues?