WS #13084

The dominant signal in this window is the Apple (AAPL) Q3 earnings beat, with EPS of $2.02 beating $1.89 estimates and revenue of $109.42B beating $108.85B. However, the beat is tempered by a miss in Greater China revenue ($18.82B vs $19.58B est.) and Services revenue ($30.74B vs $31.36B est.), and the EPS included a $0.11 favorable impact from tariff refunds. The stock is up modestly after hours, but the mixed details may cap upside. Separately, Amazon (AMZN) reported a massive double beat with EPS $5.75 (beat 216%) and revenue $200.6B (beat 2%), driven by AWS growth accelerating to 37% (fastest in 18 quarters). AMZN is up ~7% after hours. Other notable earnings beats include Mohawk Industries (MHK), Eastman Chemical (EMN), and Reddit (RDDT). Coinbase (COIN) missed estimates, falling 5% after hours. Geopolitical noise includes Trump DOJ turning over Epstein files and a Saudi-led naval alliance, but these lack direct market impact. The overall narrative is stable with a positive tilt from tech earnings, though Apple's China weakness is a cautionary signal.