As Apple and Amazon mark the tail end of the big tech earnings season, megacaps are sending bullish signals about their ability to weather the tariff storm. Amazon's CEO said AI demand is growing triple digits while Apple shifts production to India and Vietnam. But it might also be too early to capture the full impact of macro uncertainties, and quarters ahead could be messier. 

 

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.