AAPL vs AMD

Apple continues to demonstrate exceptional operational and financial performance, highlighted by its Fiscal Q2 2026 results with revenue up 17% YoY and EPS up 22% YoY, both beating estimates. The company reported record March quarter revenue for the total company and iPhone, strong Services growth, and authorized a new $100 billion share repurchase program, alongside a 4% dividend increase. Its un...

AMD continues to demonstrate robust operational execution, highlighted by its Q1 2026 revenue of $10.3 billion, representing a strong 38% YoY growth, and a healthy 53% gross margin. The company's strategic focus on high-growth areas like AI and Data Center, leveraging its MI300X/A series and EPYC CPUs, positions it well for continued market share gains. Dr. Lisa Su's leadership remains a significa...