Apple made 2x the free cash of Microsoft, Meta, Alphabet and Amazon combined last quarter
asymco · x · 2026-11-03
Analyst Horace Dediu (asymco) notes that last quarter Apple generated twice as much free cash flow as Microsoft, Meta, Alphabet, and Amazon combined.
His jab: Apple chose to give that cash to its own shareholders rather than to Nvidia's shareholders — a sarcastic take on the other hyperscalers pouring fortunes into Nvidia GPUs for AI infrastructure, while Apple largely sits out the compute arms race and returns the money to investors.
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