Amazon and Apple are take center stage as the latest megacaps to report earnings. Mark Mahaney of Evercore analyzes the results and explains what Amazon’s numbers mean for AI spending, cloud growth, advertising and the broader tech landscape. Kevin Gordon of Charles Schwab steps back to assess the market's reaction and where investors should position next. Guy LeBas of Janney Montgomery Scott grades Kevin Warsh’s performance during his second press conference and what it means for rates, the economy and monetary policy. Amit Daryanani of Evercore reacts to Apple’s quarter and discusses what it signals for iPhone demand, AI strategy and the company's outlook. John Kolovos of Macro Risk Advisors breaks down the market's technical picture and identifies the key levels investors should watch after a pivotal week of earnings.