Apple and Microsoft both beat earnings estimates, but Apple is growing profits faster by expanding margins, driven by strong iPhone 17 sales and controlled infrastructure spending. Microsoft grew revenue faster, especially in Azure cloud services, but heavy investment in AI data centers is pressuring its margins. Apple's hybrid AI approach and high services margin give it an efficiency edge, while Microsoft’s large capital expenditures aim for long-term growth. Upcoming results will test Apple's margin resilience amid rising memory costs and a CEO transition, and whether Microsoft’s cloud margins improve as investments mature.
As of Nov 02, 2026 23:02 WIB, Apple shares trade at USD 341.37 on Pluang, down 0.99% for the day, while Microsoft shares are priced at USD 525.30, up 0.65%. Apple's market cap stands at $5.03 trillion, notably larger than Microsoft's $3.88 trillion. Typical hold times on Pluang are similar, around 144-145 days for both stocks, reflecting steady investor interest.
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