🕺 Amazon and Apple are partying

Amazon and Apple beat expectations | AB InBev overcame its blunder last quarter | [TOGETHER WITH]( Hi {NAME}, here's what you need to know for August 4th in 2:56 minutes. 🌍 There’s a great big world out there for investors. So tune into the latest [Finimize Podcast](, featuring Sarwa’s Mark Chahwan in conversation with our very own Carl Hazeley, and get the 411 on ever-changing Middle Eastern markets. [Listen in here]( Today's big stories - Apple grew ripe and Amazon got lush last quarter, with unexpectedly strong results - This momentum-based strategy could max your returns and shrink your risk – [Read Now]( - AB InBev had investors raising a toast Prime Harvest [Prime Harvest] What’s going on here? [Amazon]( and [Apple]( both reported unexpectedly good results on Thursday. What does this mean? Amazon has been stuck with single-digit growth for five out of the last six quarters, but last quarter it shifted gears and sped back into the double-digit fast lane. A lot of the credit goes to its cloud segment, whose revenue revved up an impressive 12% as customers loosened their purse strings. But the e-commerce business wasn’t left in the dust either, with solid 10.5% growth. All in all, revenue ticked up 11%, and Amazon topped it off with a better-than-expected outlook too. While Apple didn’t have that same universal growth, with sales of iPhone, Mac, and iPad lines all falling last quarter, the firm’s ultra-profitable services business made up for it. With now over a billion paying subscribers worldwide, offerings like Apple TV, Music, and iCloud helped the division hit record revenue. Despite the mixed bag, then, Apple still outstripped revenue and profit expectations. Why should I care? Zooming in: Greased lightning. Amazon’s lightning-fast delivery has helped it corner over a third of all US online spending, leaving competitors in the dust. And Amazon’s keen to keep that lead, with plans to [double]( the number of same-day US delivery facilities in the coming years. While that move could boost sales and efficiency, it’s a gamble too: the upfront costs are high, and it's not clear how long it’ll take to recoup the investment. The bigger picture: Old-school appeal. The S&P 500 has been on a roll this year, and tech titans Apple and Amazon have helped lead the charge. But here's the twist: while AI has been a key player in the wider market rally, it's not the star of the show for these two. Their robust revenue streams and market dominance are the real attractions, and despite a few bumps, these latest results underscore their enduring appeal. You might also like: [I asked an AI tool what it thinks about the stock market rally.]( Copy to share story: [/prime-harvest]( 🙋 [Ask a question](mailto:questions@finimize.com?body=Ask us a question: Where are you writing from? Let us know and we'll mention it when we reply.&noapp=true&subject=Prime Harvest&utm_campaign=daily-global-04-08-2023&utm_source=email) Analyst Take How To Stay Vigilant And Keep Momentum On Your Side [How To Stay Vigilant And Keep Momentum On Your Side]( [Photo of Reda Farran] Reda Farran, Analyst When the going gets tough, the tough often want to [take their portfolio into their own hands](. Thing is, actively managing your investments can be time-consuming, costly, complicated, and risky. So I’ve been spending some time thinking about [Vigilant Asset Allocation (VAA)](, an aggressive tactical asset allocation strategy with an impressive track record. It’s designed to help you [actively manage your portfolio]( and take advantage of changing market trends or economic conditions – which could prove extra handy these days. And one of the best things about this investing style is that it’s relatively [easy to implement using ETFs](. So that’s today’s Insight: [how this aggressive momentum-based strategy could help you max your returns and shrink your risk](. [Read or listen to the Insight here]( SPONSORED BY CME Build your investing confidence without taking on any risk No matter how much you know your trading strategies, real-life pressure can throw you off. But with [CME Group’s free Trading Simulator](, you can practice until you start to feel confident in your trading strategies. Not only will you be able to [trade with more confidence](, you’ll have [tried out your planned trades]( and seen how they’d play out in a real trading environment – without any real risk. If you want to practice your skills before you get started, [CME Group’s handy guides]( are just the way to do it. [Level up your investment knowledge]( and [try out your strategies for free]( with CME Group. DisclaimerCME Group futures are not suitable for all investors and involve the risk of loss. Copyright © 2023 CME Group Inc. [Find Out More]( When you support our sponsors, you support us. Thanks for that. Lager Than Life [Lager Than Life] What’s going on here? AB InBev, the world’s biggest brewer, [sobered up]( after a marketing hangover last quarter. What does this mean? AB InBev might be the world’s biggest brewer, but last quarter it hit a snag. The firm found itself in hot water after a marketing decision led some customers to boycott its best-selling Bud Light beer – and with a 28% drop in US profit, we think we’ve found the culprit. Luckily, AB InBev had other irons in the fire (including global brands Budweiser, Stella Artois, and Corona), and they offset some of the damage: profit in China, Brazil, and Colombia all grew more than 20%. That meant that AB InBev’s overall profit actually rose at double the rate analysts were expecting. And with the company’s outlook for the year holding firm, relieved investors sent the stock up by 5%. Why should I care? Zooming in: A brewed awakening. Regardless of how this all shakes out, Modelo’s now dethroned Bud Light as the US’s best-selling beer – a change that analysts reckon could be permanent. But AB InBev isn’t taking this lying down: it’s tripling its media spend on branding and sponsoring music concerts to try and win back that crown. The bigger picture: And a brewing storm. Despite the earnings beat, beer drinkers are feeling the pinch from higher prices. After all, the amount of beer sold last quarter fell at both AB InBev and its rival [Heineken](. And while barflies tend to stay loyal to their favorite brands and just drink less to save money, companies will still want to stem this spillage sooner rather than later. You might also like: [How you can work out what your favorite drink’s company is worth.]( Copy to share story: [/lager-life]( 🙋 [Ask a question](mailto:questions@finimize.com?body=Ask us a question: Where are you writing from? Let us know and we'll mention it when we reply.&noapp=true&subject=Lager Than Life&utm_campaign=daily-global-04-08-2023&utm_source=email) 👀 In case you missed it… The Bank of England hiked British interest rates to their [highest in 15 years]( on Thursday, but with UK inflation still four times higher than target, further rate increases are likely this year. That’ll impact businesses, homeowners, [the entire housing market – and you](. [Read or listen to the analysis here]( 🤝 Introducing Finimize For Business We're helping financial firms publish [first-class content]( that keeps investors engaged, active, and up to speed. After all, we don’t hoard our treasures: we prefer to [share them](. [Book A Demo]( 💬 Quote of the day "Learning to ignore things is one of the great paths to inner peace." – Robert J. Sawyer (a Canadian-American fiction writer) [Tweet this]( SPONSORED BY IG Sort the artificial trash from the intelligent treasure [Artificial intelligence]( may just be getting started, but its hype is already fully established. Case in point: [stocks of companies]( with heavy affiliation to artificial intelligence outperformed the tech-saturated Nasdaq 100 index at the start of this year. That means even early-stage opportunities come with a hefty price tag – and if you have to shell out to [invest in the tech’s future](, you’ll want to feel confident in where you stash your cash. So check out [IG’s latest roundup](: the article analyzes the current state of the artificial intelligence investing scene, before scrutinizing [the most talked-about tech stocks and ETFs](. Think Microsoft, Google-parent Alphabet, Tesla, Baidu, Nvidia, and more. [Find out which ones could be worth your dime](. DisclaimerYour capital is at risk. 70% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you can afford to take the high risk of losing your money. [Find Out More]( When you support our sponsors, you support us. Thanks for that. 🎯 On Our Radar 1. Sleepless in your sheets. Don't count sheep, [try these tips]( instead. 2. To utopia, and beyond. A fresh investing style could [build a better future]( for you and the planet.* 3. The screenshot showdown. It's time for this [invasive trend]( to take a bow. 4. Toddler brain, adult gain. Early brain activity could [predict future IQ](. 5. Public filming, private lives. Let’s put the ethics of filming strangers [under the lens](. When you support our sponsors, you support us. Thanks for that. 🌍 Finimize Live 🥳 Coming Up In The Next Week... All events in UK time. 🏠[Why Real Estate Could Be A Solid Investment Right Now](: 1pm, August 9th And After That... 📍 [Exploring Disruption In The Investment Industry](: 5pm, August 15th 🌎 [How To Invest Like Warren Buffett](: 1pm, August 22nd 🚀 [Building Investment Platforms For The Modern Era](: 5pm, August 23rd 🎉 [Modern Investor Summit 2023](: 12pm, December 5th and 6th ❤️ Share with a friend Thanks for reading {NAME}. If you liked today's brief, we'd love for you to share it with a friend. You stay classy, {NAME} 😉 We’d love to hear your thoughts. [Give feedback]( Want to advertise with us too? 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