• Apple reports Q2 revenue up 5% YoY to $95.4B, vs. $94.6B est., Q2 revenue from Services, which includes the App Store, Apple TV+, and Apple Music, up 12% YoY to $26.65B
• Apple updates App Store Guidelines to allow links to external payments
• Apple says Trump import tariffs will increase its costs by $900 million this quarter
• Amazon CEO says 100,000 users now have Alexa+
• Uber Launches Product for Seniors, With Rival Lyft Following Suit
• NASA’s SPHEREx Space Telescope Begins Capturing Entire Sky
• “…Mark Zuckerberg and Meta are pitching a vision of AI chatbots as an extension of your friend network and a potential solution to the “loneliness epidemic…”
• An Interview with Meta CEO Mark Zuckerberg About AI and the Evolution of Social Media
• Google funding electrician training as AI power crunch intensifies…will bring more than 100,000 sorely needed electricians into the trade to meet the demands of an AI-driven surge in data centers and power generation
• “Microsoft…after 10 consecutive quarters of increased spending for artificial intelligence, the company has tapped on the brakes, according to financial results released Wednesday…”
• Microsoft CEO says up to 30% of the company’s code was written by AI
• Trust, attitudes and use of artificial intelligence KPMG
• Large Language Models, Small Labor Market Effects
• Visa and Mastercard unveil AI-powered shopping

Quarter Results AI Summary

Company (Ticker)	Revenue (Value, YoY Growth %)	Key Segment Growth	Key Notes
Apple (AAPL)	$95.4B, +5%	Services +12%	Strong quarter with record Services revenue and significant capital returns ($100B buyback, dividend hike). However, results overshadowed by $900M projected Q3 tariff impact and strategic supply chain shift, moving significant iPhone/iPad production to India/Vietnam.
Amazon (AMZN)	$155.7B, +9%	AWS +17%, Ads +18%	Beat Q1 estimates driven by strong Ad growth and steady AWS, though AWS growth rate slowed. Issued cautious Q2 operating income guidance below consensus, explicitly citing potential tariff risks as a headwind.
Microsoft (MSFT)	$70.1B, +13%	Azure +33% (+35% cc)	Delivered a very strong quarter, beating estimates significantly, fueled by accelerating Azure growth (+33%/35%cc) driven by AI demand outpacing supply. AI business surpassed $13B run rate; reaffirmed massive $80B FY25 infrastructure investment plan.
Alphabet (GOOGL)	$90.2B, +12%	Cloud +28%	Reported strong Q1 results beating estimates, driven by resilient Search/YouTube Ads and robust Cloud growth (+28%) fueled by AI. Announced first-ever dividend and $70B buyback, signaling maturity while continuing huge AI infrastructure investments (~$75B CapEx in 2025).
Meta Platforms (META)	$42.3B, +16%	Ads: Impressions +5%, Price +10%	Beat Q1 estimates with strong revenue/EPS growth and raised FY25 CapEx guidance ($64-72B) for AI infrastructure. Faces significant EU regulatory risks impacting its ad model and a major copyright lawsuit over AI training data.