Latest Articles
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Oracle’s Trillion-Dollar Ghostwriter
The company’s stock surge had a secret ingredient beyond AI hype: a clever way to get someone else to pay for it. If you blinked this spring, you missed it. While the S&P 500 ambled to a respectable 9.5% gain, Oracle (ORCL) quietly bol...
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JOBY Stock: Are You Buying A Future Or A Mirage?
With its aircraft now flying over major cities as part of its pre-commercial operational testing, Joby is making its vision tangible, but the stock’s price and performance demand a clear-eyed look at the execution required to get there. J...
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G-III Apparel’s Earnings: A Smaller Wardrobe With Better Margins
The company is shedding hundreds of millions in licensed sales, but a surprising jump in profitability suggests a leaner G-III could be a meaner one. At first glance, G-III Apparel (GIII) ’s first-quarter report looks like a shirt that shrank in...
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Applied Materials Stock Is Defying the Downturn, But What Are You Actually Buying?
The semiconductor giant is riding a powerful AI wave, but its long-term behavior suggests it amplifies your existing market exposure more than it diversifies it. On its latest earnings call, Applied Materials (AMAT) announced it had delivered “r...
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Does Astera Labs Stock Offer Real Shelter or Just a Faster Ride?
The AI chip connector is moving on its own terms, but its high-octane behavior demands a careful approach from investors. While the S&P 500 stumbled last week, falling 2.6%, Astera Labs (ALAB) bucked the trend with an 8.2% gain. This wasn...
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International Business Machines Stock Hands $33 Bil Back – Worth a Look?
In the last five years, International Business Machines (IBM) stock has returned $33 Bil back to its shareholders through cold, hard cash via dividends and buybacks. Let’s look at some numbers and compare how this payout power stacks up aga...
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Apple Stock Capital Return Hits $508 Bil
In the last five years, Apple (AAPL) stock has returned a staggering $508 Bil back to its shareholders through cold, hard cash via dividends and buybacks. Let’s look at some numbers and compare how this payout power stacks up against the ma...
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Five-Year Tally: United Parcel Service Stock Delivers $33 Bil Gain
In the last five years, United Parcel Service (UPS) stock has returned $33 Bil back to its shareholders through cold, hard cash via dividends and buybacks. Let’s look at some numbers and compare how this payout power stacks up against the m...
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Broadcom Stock Pulls Back to Support – Smart Entry?
Broadcom (AVGO) stock should be on your watchlist. Here is why – it is currently trading in the support zone ($376.77 – $416.43), levels from which it has bounced meaningfully before. Since it first started trading, Broadcom stock rec...
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Medtronic Stock Near Crucial Support – Buy Signal?
Medtronic (MDT) stock should be on your watchlist. Here is why – it is currently trading in the support zone ($76.66 – $84.72), levels from which it has bounced meaningfully before. Since it first started trading, Medtronic stock rece...
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Stronger Bet Than Oracle Stock: ADSK, INTU Deliver More
ADSK, INTU are Oracle’s peers in Application Software industry that have: 1) Lower valuation (P/OpInc) compared to Oracle stock 2) But higher revenue and operating income growth This disconnect between valuation and performance could mean...
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Pay Less, Gain More: META Tops Alphabet Stock
META is Alphabet’s peer in Interactive Media & Services industry that has: 1) Lower valuation (P/OpInc) compared to Alphabet stock 2) But higher revenue and operating income growth This disconnect between valuation and performance co...
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NVDA Tops Advanced Micro Devices Stock on Price & Potential
NVDA is Advanced Micro Devices’s peer in Semiconductors industry that has: 1) Lower valuation (P/OpInc) compared to Advanced Micro Devices stock 2) But higher revenue and operating income growth This disconnect between valuation and perfo...
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What History Says About Buying Weakness in GoDaddy Stock
The web-hosting giant is leaning hard into AI, but a recent pullback has investors wondering if this is an opportunity or a trap. GoDaddy (GDDY) is in the middle of a major pivot, transforming itself into what it calls an “AI-native company.” M...
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Guidewire Stock’s Sharp Drop Meets a Strong Recovery Record. What’s the Catch?
The software firm’s shares have pulled back on a timing hiccup, but history suggests buying the dip has paid off handsomely. At Guidewire Software (GWRE), management is talking about unleashing a “productivity tsunami.” The company, which ...
