Amazon’s cloud business, AWS, is rebounding with 20% year-over-year sales growth in Q3, positioning itself to capture rising demand for cloud and AI services. The company signed a $38 billion deal with OpenAI, showing competitiveness in the market. AWS backlog reached $200 billion, setting Amazon up for stronger financial results in 2026.

Apple’s revenue growth has been slow, but iPhone 17 is driving an upbeat forecast of 10-12% growth for the upcoming quarter. Demand for the device remains high, with potential to meet supply constraints next year. With strong iPhone sales and a growing services segment, Apple could see better performance in 2026.

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