Stock Market EXPLODING! Time To LOAD UP On AI Stocks!?📈

Are you guys seeing this, man? Amazon's going insane in the aftermarket. We're hitting $260 a share after the company demolished earnings. So, we have to break down Amazon, of course, and go over Apple, which it's quite the opposite for Apple. Earnings were solid, but the stocks down, I think 6, 7% last I checked. So, we have to break down Apple, Amazon, and go over a couple other stocks I'm watching right now. one in particular that I'm keeping a very close eye on. And guys, the overall market crushed it today. Let's just dive into it and start off with that. The Dow went up 1.2% on the day. The Q's went up over 3.3%. And by the way, they're up even more in the aftermarket as we had the S&P 500 go up 1.7% and the Russell went up, let me see here, guys, if I can find it, over 1.3%. And as you guys can imagine, Bitcoin went up and the VIX went down over 17%. Very rough day for the volatility index. We obviously saw that get squashed. So, let's dive into these Amazon numbers, then we'll talk about Apple, go over what I'm doing. And by the way, guys, full disclosure, Amazon is my biggest stock holding as of right now. And it has been it has been for a while uh pretty much all of 2026 here, guys. So, let's dive into these numbers that are causing this stock to go ballistic right now. Total revenue came in at over $200 billion. 200.6 6 billion to be exact, which destroyed the estimate of $196.43 billion. And EPS, oh my goodness, guys, $5.75, which absolutely destroyed the $182 estimate. And the massive bottom line beat included over $53 billion in pre-tax nonoperating income primarily from investments in anthropic which I'm sure you guys have heard about. Operating income came in at 27.5 billion compared to expectations of roughly 19.6 to 22.5 billion. And guys, the big dog, AWS, AWS surged 37% year-over-year to over $42 billion, 42.4 to be exact, right? And that easily topped the estimates here of 40.1 billion. And analysts had them growing AWS 31% year-over-year. And again, that popped 37%. So very good number there. AWS operating income reached $16.6 billion. Advertising services revenue grew 26% year-over-year to $19.8 billion. North America sales increased 16% to over $116 billion. And international sales increased 15% to over $ 38 billion. Unbelievable. And their guidance was pretty good for the next quarter. very good guidance for Q3. At this point, guys, what more could you ask for, right? And Capex is at $220 billion for the full year, right? So, pretty much right around where that was expected. And the the reaction here is phenomenal, man. And the fact that we're holding all these gains here in the aftermarket, that's a very good sign. We hit over $ 260. Now, we're trading at $256 on Amazon. And if we pull back the layers, let me show you guys this chart right here. We're actually starting to break out of this descending triangle, which you guys can see we've kind of been in that for a couple of months now. We've made lower highs for the last couple of months. Now we're starting to break that down trend and we're slightly taken out the highs from when was that? The middle of this month about two weeks ago. Amazon hit roughly 255. We're starting to break out of there. So, I'm ecstatic. I couldn't be happier um with their earnings and the fact that they crushed cloud kind of like what we saw from uh not Amazon, Microsoft, right? Microsoft set the tone. I'm sure you guys saw their reaction today, their stocks reaction. This is very similar to what we're seeing with Amazon. I'll take it. I love it. Now, let's talk about Apple, which guys, Apple is quite the opposite. And we can't listen, we can't knock Apple way too much here. Their stock is down a good chunk here, 20 bucks in the aftermarket, but it was at all-time highs heading into the print. Now this thing's actually falling off a cliff. Wait a second, guys. What happened? Maybe that earnings call um didn't go that well. 6% down in the aftermarket and again, this thing was at all-time highs. I'm not too mad about it. In fact, this pullback might honestly be opening up an opportunity here in the low 300s. I'm not going to lie, it actually looks uh pretty good for a for a trade even for an entry um as a longer term play because listen, the overall story with Apple, the fact that it hasn't been obviously investing tons into capex AI infrastructure, it's kind of avoided that unlike other hyperscalers, right? That's not what Apple's trying to do here. the fact that it's avoided that insane capex spike that that's helped the stock. Um, and at this point, if that narrative continues, investors seeking out companies not going crazy with capex regarding AI infrastructure spend, more money could come into Apple. That's the reality here. So, the stock is down in the aftermarket chart looks phenomenal. So, I'm not going to, you know, knock them too much. And that's after they reported. Let me run through these numbers quickly, guys. 109.42 billion versus 109.04 billion expected. That's revenue up 16% year-over-year. And EPS came in at $22 versus the $189 expected. And that included an 11% boost from a US government tariff refund. Uh, which we're we're not going to talk too much about that, but that's interesting. Net income, it came in just under 30 billion. $29.8 billion versus $23.4 billion in the same period last year. And gross margin came in at 50.1% which included a roughly 2% uh 2 percentage point benefit from the tariff refund. And iPhone revenue came in at 54.25 billion, up 22% yearonear. That beat that's good. Mac revenue destroyed the estimate 10.35 billion versus 8.74 billion expected and iPad revenue missed 6.19 billion versus 6.92 billion expected services 30.74 billion versus 31.22 billion expected that missed and greater China revenue missed as well 18.8 billion versus 19.6 6 billion expected. So, Apple, iPhones looking strong, uh, Macs looking strong, but some of their segments are weak right now year-over-year based on the comparables. Not the end of the world, but for a stock priced to perfection, right? Maybe that's all it takes to send it tumbling lower. And full disclosure, guys, I'm not an Apple right now. I am an Amazon. Again, that's my biggest stock, but I'm not an Apple. And I honestly I might consider a trade here. Um depending on how the price action looks after the dust settles. Very important we let the dust settle. So with that out of the way, we broke down Amazon, we broke down Apple. Let's go over another company, another stock I'm watching that actually just rebranded under a new ticker on the NASDAQ. The company's Data Meds AI Inc. trading on the NASDAQ under ticker MEDS. We have to break down some major news regarding this company that we've been getting, which I'm excited about. It actually involves the NFL and we'll go over in general where my head's at here with this company. Let's dive into it. Again, Data Meds AI Inc. on the NASDAQ. It's ticker MEDS. And the company's quite interesting considering what we're hearing now with the NFL. NFL alumni health partners with Logistics Health, which again they rebranded to Data Meds AI, again mess on the NASDAQ. NFL Alumni Health Partners again with Logistics Health, now Data Meds AI to deploy technology to actually improve health outcomes for former NFL players and rural communities. Let's dive deeper into this big news we got which this company right data meds AI is a health information technology leader integrating proprietary pharmacy dispensing optimization AI that platforms Einstein RX into its patented blockchain enabled smart contracts platform pharmacy chain they today announced and this was a couple months ago but it's still very relevant here in early heading into early August guys they announced just recently that they've entered into an agreement with the NFL alumni health to establish health care and wellness programs that expand access to health care and wellness services, improve cost transparency and drive patient outcomes. And the programs will initially be developed and optimized for former NFL players and thereafter be deployed more broadly in rural communities leveraging logistics again now data meds AI's network of 6500 independent pharmacy networks right and this partnership will initially focus on improving key health priorities including mental health weight loss sleep apnea cardioabolic disease, pain management, and long co and data meds AI said, "We are excited to partner with NFL Alumni Health as our first white glove client around whom we intend to optimize Einstein RX and pharmacy chain to deliver the best healthc care experience for organizations." And they also said, "We have been making good progress with the integration of our point of sale Einstein RX tool into the pharmacy network pharmacies." And this now allows us to actually start developing new business for organizations because we can appropriately route prescriptions to locations that offer our full suite of services. And there's something very exciting coming up here, guys. Data Meds AI expanded their license with data vault AI for datadriven outcome healthcare focused blockchain and data monetization license and the expansion of the license prior to the closing of the proposed multi-party business combination that will also include sillex holding and EOS technology holdings QOM patent portfolio and the acquisition of controlling interest in tool health from healthbridge advisors was completed now to allow for the initiation of the Health Lives Here app private launch to NFL alumni health members at the 2026 Pro Football Hall of Fame game in Canton, Ohio on Thursday, August 6th, 2026, which is literally in less than a week from now. And Data Med said, "Our business model depends on extracting greater value from the information we generate every day. Data Vault AI's platform gives us confidence that we can transform data into a strategic asset for our future customers, not just for operational insights, but as a foundation for future commercial opportunities and customer acquisition strategies. And on top of that, a couple of months ago, we got news that they targeted expansion, right, Data Meds AI into a $6.3 billion mental health software market with strategic investment into stealth mental health AI startup. And on top of that, back in April, we got news that Data Meds AI and Care Farm Tech executed a joint venture expanding access to over 200,000 patient lives. The joint venture aligns clinical, operational, and commercial teams across both organizations, enabling more seamless coordination between providers, pharmacies, and patients. So guys, I am watching this stock very closely. Again, on the NASDAQ, ticker MEDS, the company's Data Meds AI, add them to your watch list. And full disclosure, I'm not a financial adviser. I currently own zero shares of this stock, which is subject to change. And of course, I'll keep you guys updated on my portfolio in the Patreon where I show you guys all my trades, my investments. If you want to be a part of my private Discord, all that's through Patreon link down below, pinned in the comments or go to stocksfest.com/patreon. And listen guys, markets are hot right now, but we're not 100% breaking out yet. We're close. were close, but the cues although they are up a lot on the day in the aftermarket, they're not quite yet above 690 yet. And that is the spot to break. The spot to break. So, watch it, hit the like button, make sure to subscribe. I'll see you guys later.