Atlas CapitalisMorning Brief
Apple · AAPL▲ Bullish
Services revenue in focus ahead of results.
› App Store growth cited as a bright spot by analysts
Microsoft · MSFT● Neutral
Quiet news day, no major catalysts.
› Cloud division expansion continues in Asia
Amazon · AMZN▼ Bearish
Logistics costs weigh on sentiment.
› Reports flag rising fulfilment spend this quarter
Portfolio overview
Broadly steady this morning. Big tech is holding up, with Amazon the main drag on cost worries. One name on your list, Apple, reports later this week.