Kate Rooney, a financial journalist known for her insights on Amazon, joins Steve Kovach, a reporter covering Apple's performance. They dive into Amazon's impressive growth in retail margins and AWS, while also dissecting Apple's services revenue and its mixed performance. The duo highlights how these earnings are shaping the tech landscape amidst economic and political uncertainties. With the looming jobs report ahead of the presidential election, they discuss its potential impact on investor sentiment and market dynamics.