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AAPL, MSFT · Apple vs Microsoft · General Research · Not specified · 30th July 2026, 7:59 PM CST

Which is better now, $AAPL or $MSFT?

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Microsoft and Apple recently reported their latest quarterly earnings, showcasing diverging trajectories. Microsoft delivered a strong fiscal Q4 2026 report, highlighted by Azure cloud revenue accelerating to 43% growth and management successfully dismissing AI overcapacity concerns. In contrast, Apple's Q3 earnings report triggered a post-earnings stock decline, weighed down by a mobile gaming and App Store slowdown, component supply shortages, and the strategic uncertainty of CEO Tim Cook's final earnings call before stepping down.