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Apple (AAPL) beat on both the top and bottom lines after making an eyewatering $114.5 billion in sales during the previous quarter. iPhone and services revenue bolstered multi-billion-dollar beats, though iPad and wearables, home & accessories revenue missed. Marley Kayden, Sam Vadas, and George Tsilis take investors through the key metrics in the Mag 7 giant's report and gauge expectations for new CEO John Ternus' first earnings conference as the company's leader.

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Futurum’s Dave Nicholson previews Apple (AAPL) earnings, expecting the company to meet a high bar but warning that guidance could be more challenging. He focuses on rising memory costs, pressure on margins and device pricing, Apple’s position in the China supply chain and reports that it has explored CXMT as a lower-cost memory source. He says higher memory costs could become a bigger challenge through 2027, making the holiday-quarter outlook and margin guidance especially important.

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Palantir (PLTR) continues to post impressive revenue growth, with total revenue nearly doubling year-over-year backed by 148% commercial revenue growth. Marley Kayden, Sam Vadas, and Alex Coffey comb through the key numbers in the print and discuss what to expect from CEO Alex Karp's earnings conference.

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Rosenblatt Securities’s John McPeake expects another strong quarter from Palantir (PLTR), forecasting 83% year-over-year growth and a potential guidance raise as customers see significant returns from its enterprise AI software. He points to Palantir’s expanding commercial and government opportunities, strong free cash flow and large addressable market, arguing that a strong report could also reinforce confidence in AI spending and the broader AI trade.

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Jed Ellerbroek expects to see decelerating earnings growth for the AI trade as stocks across the board get pummeled. However, that's not to say Jed doesn't see strengths in tech. He outlines earnings expectations for Apple (AAPL) and its iPhone ecosystem, along with the tone it will set for the AI trade ahead. Sticking with the Mag 7, Jed continues to see a bullish narrative for Nvidia (NVDA) even as Wall Street prices the stock for a ceiling on AI CapEx in 2027. He needs to see accelerating ROI and increasing token costs from companies for the buildout expansion to be justified.

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Survey sentiment about the U.S. manufacturing economy could be on fire if not of the U.S.-Iran war and U.S. policy decisions, says Susan Spence, chair and spokesperson for the ISM Manufacturing Business Survey Committee and PMI. The U.S. economic expansion may be on track, but high oil prices and tariff uncertainty remain top concerns, she says.

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Charles Schwab’s Kevin Horner breaks down key technical levels for the S&P 500 (SPX) and concerns around its 100-day moving average. He also examines VeriSign (VRSN) as it approaches a potential breakout to all-time highs and GE Vernova (GEV) after a sharp pullback, highlighting possible support and signs of improving momentum.

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Tema ETFs' Paisley Nardini remains bullish on AI despite the recent tech pullback, viewing the selloff as a healthy reset as investors become more selective about earnings, fundamentals and heavy spending on compute and data centers. The firm sees opportunity in active management and diversification beyond mega-cap stocks, while also highlighting health care as an attractive sector where AI could drive advances in diagnostics, therapeutics and drug discovery.

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Morningstar Wealth's William Kerwin offers his takeaways on Apple (AAPL) just ahead of the Mag 7 giant's first earnings under new CEO John Ternus. He believes the company's undeniable tech moat from products like iPhone and Mac offer plenty of leverage for future AI endeavors through Siri. William notes that Ternus' product focus is a plus for the company but remains hesitant on Apple's valuation as the stock trades at a P/E nearing 40.

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Kyle Reidhead does not believe Palantir (PLTR) has reached peak acceleration, pointing to several tailwinds he sees for the software giant. He makes the case that the company has "cushioned itself" from AI volatility and thinks investors need to look past the stock's sky-high valuation. Kyle adds that Palantir's government contracts and commercial avenues offer different ways for the company to build its revenue stream.

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