CNBC's "Fast Money" Apple, Amazon Report Results… And Jamie Dimon Weighs In On Markets, Fed 7/31/25
Jul 31, 2025
Apple and Amazon unveil their latest earnings, revealing significant insights into their growth and market strategies. Jamie Dimon offers his perspective on market trends, Fed policies, and the stock outlook amidst ongoing economic uncertainties. The discussion also touches on the implications of Trump's drug price reforms and the challenges facing the pharmaceutical sector. Additionally, there's a look at the competitive landscape for tech giants and the growing interest in private market investments. Investors won't want to miss these crucial analyses!
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Apple's Strong Revenue Growth
- Apple's latest quarter showed 10% revenue growth, its best since 2021.
- Growth was supported by iPhone sales, services, and a return to growth in China despite tariffs.
Amazon AWS Growth Slows
- Amazon's AWS revenue grew nearly 18%, but lagged behind Microsoft Azure's rapid 39% growth.
- AWS is still market leader but is losing share and drinking investors' cautious optimism.
AWS Growth Below Expectations
- AWS growth is below expectations due to possible supply constraints and competition from Azure.
- Amazon's growth outlook remains a show-me story amid stronger cloud peers' performance.