Apple (AAPL)EPS Estimate: ~$1.43 per share, up modestly from ~$1.40 year‑ago Revenue Forecast: ~$89.35 billion, implying ~3–4% growth. Includes iPhone revenue around $39–40 billion and Services near $26.8 billion (up ~11%) Key Watchpoints:Tariff impact (~$900 million) compressing gross margins (~45.5–46.5%)Progress on Apple’s AI initiatives and commentary around AI & services growth strategy In summary: Investors expect steady top-line growth with mild EPS expansion. Margins and AI momentum will be under close scrutiny.Amazon (AMZN)EPS Estimate: – 1.33, up from $1.26Revenue Forecast: ~$162.2 billion, up ~9–10% YoY Revenue Breakdown (approx.):Online stores: ~$59 bPhysical stores: ~$5.5 bThird‑party seller services: ~$39 bSubscription services: ~$12 bAWS: ~$30.8 b, up ~17% Key Themes to Watch:AWS growth trajectory and margins amid heavy AI/data‑center investments (> $100 b capex) Effects of tariffs on retail costs, third‑party sellers and future pricing power Prime Day outcome and performance across advertising and subscription services In short: Amazon is expected to deliver solid top-line and EPS growth alongside AWS strength. Market focus centers on margin sustainability, AI-related capex, and tariff exposure This article was written by Greg Michalowski at investinglive.com.