Post-Earnings Crosscurrents: Meta Dips, Apple Slips, Amazon Reaccelerates

TL;DR Summary
Meta Platforms posted a disappointing EPS miss due largely to $2.4 billion in one-off charges, Apple beat on revenue but slid after tariff‑related margin concerns, and Amazon delivered 37% AWS growth—its fastest in 18 quarters—leaving the three mega-caps with mixed signals but attractive setups for investors. Meta looks compelling on valuation given the margin drag is non-recurring, Apple remains fairly valued with AI monetization uncertainties, and Amazon’s AWS momentum supports a constructive longer‑term case.
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