Meta beat revenue estimates with $56.3B but daily active people fell 5% QoQ. The company raised AI capex to $145B, cut 8,000 workers, and saw its stock drop 9% after hours.

B revenue, iPhone 17 most popular launch in history, China +28%. Tim Cook hands over to John Ternus on 1 September.

Two of these players stood out.

Even at an all-time high, Amazon could still be a good long-term buy.

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