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Apple beat Q1 earnings and revenue estimates driven by strong iPhone demand and growth in Greater China and India, despite supply constraints and mixed segment performance.
TD Cowen upgrades Amazon to Buy for 2026, citing strong AWS, AI contributions from Anthropic, and a $35 billion India investment driving growth and positioning.
Amazon plans to invest over $35 billion in India through 2030 to expand business, enhance AI digitization, boost exports, and create 1 million jobs, aiming for $80 billion in cumulative ecommerce exp…