(https://www.cnbc.com/2026/08/17/santoli-earnings-bonanza-that-lifted-market-to-record-may-not-be-all-that-it-appears-to-be.html): the market's roaring on an earnings bonanza that isn't what it looks like. Yes, $AAPL posted strong quarters with 4Q revenue of $253.2B and EPS of $6.88, $MSFT's net margin sits at —but dig into the revenue growth picture and it's decidedly mixed. AAPL is growing revenue at only 2.9% YoY while MSFT shows just YoY growth.

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