$Microsoft(MSFT)$ MSFT has hundreds of AI data centers, so it won't face the same issues as ServiceNow, CRM, and others. Pureplay software companies risk losses from AI solutions, but as mentioned, MSFT has hundreds of data centers, covering the full range.

$Apple(AAPL)$  An engineer CEO has a deep understanding of hardware development, having overseen key products like the iPhone, Mac, and AirPods. This ensures technical feasibility is prioritized, maintaining high standards for performance and quality. An engineer-led approach strengthens Apple’s focus on proprietary silicon (as highlighted by Srouji’s role and Termus’s role), which is critical as AI gains prominence on devices. Leaders who are engineers are better equipped to understand the “real work being done,” increasing credibility with teams, enhancing communication, and accelerating product development cycles. Engineering leadership can better navigate the complexities of integrating AI deeply into system

$Apple(AAPL)$  John Ternus said today that with new products and services on the way, “Apple will change the world once again.”

$Microsoft(MSFT)$ It looks like the tech sale is about over. It was a great dip for buying while it lasted.

$Apple(AAPL)$ Apple's intraday market cap is back above $4 trillion. Congrats to Apple shareholders.

$Apple(AAPL)$  Apple's buyback and product cycle could give the stock another boost. The bigger picture isn't just about last quarter's performance. Bank of America expects Apple to announce a new $100 billion buyback authorization during its earnings call, along with a 5% dividend increase. That's a familiar move for the company, but it still matters. Not many businesses can generate cash like Apple and use it to support their stock. Then there's the product story, which might really excite investors. The company believes the iPhone 18 Pro and a foldable iPhone will launch in autumn 2026. It also mentioned that an improved Siri with Gemini AI integration could be a reason for future upgrades. Bank of America fo

$Microsoft(MSFT)$  If it crosses 550, holding value goes to million.

$Apple(AAPL)$  Apple has a lot of new products coming to market. The more people that join the ecosystem, the more growth there is for the services segment. I think the stock price is positioned to continue its steady climb.

$Apple(AAPL)$  Bank of America's Wamsi Mohan raised Apple's price target to $325 from $320, while keeping a Buy rating. The Q2 FY26 revenue forecast of $113B and EPS of $2.00 are ahead of Wall Street's expectations.

$Microsoft(MSFT)$ Heading to $450 before earnings. The most undervalued mega tech.

$Microsoft(MSFT)$ Meta and Amazon are sending me to the promised land. If Microsoft ever joins, I'll be retiring early.

$Apple(AAPL)$ $300 will come, the whole world knows it, just be patient.

$Apple(AAPL)$  Apple Neo is receiving remarkably positive feedback. It looks set to dominate the education system's hardware requirements. Chromebooks might be left behind.

$Apple(AAPL)$ Safe above $270, safer above $280 and safest above $300.

17.50A share with rising earnings? What multiple? Not 20X, maybe 30X – my math says 500 something.

$Microsoft(MSFT)$  The market seems to be behaving as if it's broken, but the core AI and cloud engine are still delivering strong figures.

$Microsoft(MSFT)$  It seems we're back in Wall Street's good graces.

$Microsoft(MSFT)$  I expect a few weak hands to break under the pressure.

I see panic selling, which presents an excellent buying opportunity! I doubt the tariff nonsense will materialize or negatively affect $Apple(AAPL)$  profits.

Judging by the packed two-level Vienna flagship location, $Apple(AAPL)$ 's holiday quarter performance could exceed expectations. Strong foot traffic bodes well for hardware, software services and wearables.