AAPL vs STX

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...

Seagate demonstrates robust operational performance with significant Q3 2026 revenue ($3.11B, +44.1% YoY) and EPS beats, alongside improving gross margins (47.0%) and strong free cash flow ($953M). Its HAMR technology positions it well for mass-capacity storage demands driven by hyperscale cloud and AI workloads, which are strong tailwinds. The company is actively managing its balance sheet by red...