Actionable news
All posts from Actionable news
Actionable news in AAPL: Apple Inc.,

Key numbers to watch in Apple, Amazon and Alphabet earnings

While Wall Street will doggedly watch technology companies' bottom lines this week, some investors have some other measures on their radar, they told CNBC's "Power Lunch" on Monday.

Apple's market share and software, and Amazon and Google's cloud businesses will be top of mind for Paul Meeks, CNBC contributor and technology investor, and John Traynor, chief investment officer at People's United Wealth Management.

Headline numbers: Earnings, revenue and iPhone sales

What Traynor is watching: Samsung and the software ecosystem

For Traynor, the key issue is whether defectors from Samsung's Galaxy Note 7 recall are using more of Apple's cloud and content.

"We'll keep an eye on that number, but we're hoping that Apple can differentiate between their core...