Apple is benefiting from momentum in the Services business, strong adoption of Apple Pay and growing Wearables business.

Gilead' strong HIV franchise should help the company maintain momentum. Newly launched products should continue to perform well, thereby driving top-line growth.

During the fiscal third quarter, Tyson Foods continued to see robust growth in the retail core business, while its foodservice business saw a rebound.

Amazon is benefiting from its Prime program, delivery and logistic system in the e-commerce space. Further, its dominant position in cloud market is a positive.

Performance of the orphan and inflammatory business units appear encouraging. We are also positive on the company’s growth-by-acquisition strategy.

American Eagle remains well placed on the back of cost-reduction efforts, strength in Aerie and a solid online show. Also, its Real Power Real Growth value creation plan bodes well.

Upbeat air-travel demand and strong cargo business boost Delta.



 

The impressive Disney+ user growth rate driven by expanding international footprint and solid content portfolio should be the key performance driver for Disney.

Google has shown good execution to date. Its dominant search market share is a positive. Its expanding cloud footprint and strengthening presence in the smart home market remain noteworthy.

J&J's Pharma unit is performing at above-market levels. Sales in the MedTech unit are recovering in 2022 and the company is focusing on growing this business through new products.