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Apple spent about $9.0 billion on capex over the last four quarters, 1.8% of revenue, while Meta spent 43.2% of its sales.
Nov 3, 2026
Apple is up 24.4% this year, more than double the 10.1% gain in the S&P 500, while 3 of the Magnificent Seven are down.
Apple is spending a sliver of what its peers pour into AI.
Oracle stock fell as much as 9% after the company filed to sell $10 billion of new shares and $10 billion of bonds as it spends heavily on data centers.
Nov 2, 2026
Tech fell 8.2% and communication services fell 9.9% in October, while energy jumped 13.8% to lead the 9 sector ETFs that rose.
The S&P 500 closed October at 7,580.07, just 1 penny above its May 29 close, after a June low and a record high in early October.
The S&P 500 sits one penny ahead of its May 29 close.
Palantir reports Monday after the close, and its stock jumped 29.4% the session after its last report, the biggest move of its last 8.
Nov 1, 2026
AMD reports Tuesday after the close, and its stock has moved 8.8% on average the session after each of its last 8 reports.
Veteran investor Drew Cupps's highest-conviction idea for the next 12 months.
Apple reports Monday and AMD reports Tuesday, leading 8 confirmed earnings reports next week from U.S. companies worth over $150 billion.
Oct 31, 2026
Alphabet stock sank 12.6% this week after earnings as 6 of the Magnificent Seven fell, while Tesla rose 7.4% as the only gainer.
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