All eyes on Amazon and Apple

Apple (AAPL) expected to report ' good headline numbers ' says Wedbush. Amazon (AMZN) Q2 2025 Earnings Preview . (00:24) Bessent: Trump baby accounts ' a backdoor ' for privatizing Social Security. (02:25) OpenAI rival Manus reportedly gears up for major upgrade to core agent platform. (03:27) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: META, MSFT, and more Meta signals $66B–$72B 2025 capex outlook as superintelligence and AI investments accelerate Microsoft surges after 'slam-dunk' Q4, company continues to capitalize on 'AI Revolution,' says Wedbush Qualcomm targets $22B in automotive and IoT revenue by 2029 as AI momentum accelerates Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .