By Vandita Jadeja
Publication Date: 2026-05-11 12:41:00
Quick Read
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Apple (AAPL) reported Q2 FY26 revenue of $111.18B, up 16.6% YoY, with iPhone revenue hitting $57B and Services reaching a record $30.98B.
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Microsoft (MSFT) posted $82.89B revenue growing 18.3% and Azure 40%, backed by a $627B commercial backlog growing 99% and 20M Copilot paid seats up 250% YoY. Microsoft is guiding 2026 capex to roughly $190B while Apple is lifting buyback authorization by $100B and keeping AI spend disciplined.
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Microsoft is monetizing generative AI at scale today with a $37B AI annual run rate growing 123%, while Apple is embedding AI more gradually across devices as hardware features, resulting in divergent capital strategies focused on expansion versus shareholder returns.
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The analyst who called NVIDIA in 2010 just named his top 10 stocks and Apple wasn’t one of them. Get them here FREE.
Apple (NASDAQ: AAPL) and Microsoft (NASDAQ: MSFT) reported earnings less than 24 hours apart in late April. Apple delivered a record March quarter…
