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  • Company Logo for STX

    What Was Seagate Telling You Before Its Stock Ran?

    Seagate Technology (STX) stock returned 232.5% in the twelve months that ended on October 2, 2026, against 16.4% for the S&P 500. The run turned out to be about AI. Cloud companies building data centers needed far more storage, and Seagate ha...


  • Company Logo for XOM

    Has The Story Under ExxonMobil Stock Run Out?

    ExxonMobil (XOM) stock returned 50.7% in the twelve months to October 2, 2026, against 16.4% for the S&P 500. The latest results in that period were shaped by a Middle East conflict that took fuel supply off the market, and by how much oil Ex...


  • Company Logo for ANET

    What Could Arista Networks Stock Be Worth In Three Years?

    Arista Networks (ANET) stock has returned 64% over the past six months, against 17.2% for the S&P 500. After that run, buyers pay 64.5 times trailing earnings . The stock’s own three-year average is 48.1 (quarter-end readings; those abo...


  • Company Logo for EXPE

    The One Reason To Invest In Expedia Stock

    Expedia (EXPE) stock has lost 13.7% over the past month, while the S&P 500 gained 0.6%. Yet one thing about the company has held for years: it keeps buying back its own stock. Expedia has 19.3% fewer shares than it had three years ago, and ev...


  • Company Logo for MRVL

    Is Marvell Stock Increasing Your Market Risk?

    Marvell Technology (MRVL) sells chips for AI data centers, and you may hold the stock next to funds that already follow the market. Those funds rise and fall with the S&P 500, so it matters to the rest of your money whether Marvell does the s...


  • Company Logo for MELI

    What Could Send MercadoLibre Stock Higher?

    MercadoLibre (MELI) stock has lost 28% over the past twelve months, while the S&P 500 returned 16.0%. Yet quarterly sales passed $10 billion for the first time in the second quarter of 2026, and management keeps putting profit back into growt...


  • Company Logo for WDC

    What Changed For Western Digital Stock, And What Did Not?

    Western Digital (WDC) stock fell 10.2% on Friday, October 2, 2026, while the S&P 500 gained 0.7%. News coverage that day tied the fall to Toshiba, a smaller rival in hard disks. Toshiba’s planned expansion raises the risk of lower price...


  • Company Logo for PL

    Three Reasons To Rethink Planet Labs Stock

    Planet Labs (PL) stock has fallen 49% in three months, while the S&P 500 rose 2.7%. Even after that fall, buyers pay 16.6 times the company’s sales, against 3.0 for the index. They are paying for growth, and Planet’s revenue rose ...


  • Company Logo for VST

    Your Vistra Stock Thesis Has One Loose End

    Vistra (VST) has told investors how much it expects to earn in 2027, and one assumption behind that forecast has weakened. The company sells power in Texas, and prices there for future delivery have dropped since the forecast was set. Vistra has ...


  • Company Logo for APP

    Has Buying AppLovin Stock’s Dips Paid Off?

    AppLovin (APP) stock has fallen 20% from its recent high on September 14, 2026. A fall that size makes you want to act, whether by buying more or by getting out. This one is part of a longer slide: the shares have lost 61% over twelve months, whi...


  • Company Logo for SNPS

    Where Could Synopsys Stock Be A Year From Now?

    Synopsys (SNPS) updated its long-term growth targets at its Investor Day on September 30, 2026. Those targets are a forecast, not a result, and that makes the coming twelve months harder to call for Synopsys stock. So how high or how low could t...


  • Company Logo for ADSK

    Why Is Everyone Ignoring Autodesk Stock’s High Cash Yield?

    Autodesk (ADSK) stock offers a free cash flow yield of 6.3%, against 4.5% for the median S&P 500 company. A yield that high usually means a business on sale, or one investors expect to shrink. The stock has fallen 34% in twelve months, a sign...



  • Company Logo for META

    Which Dates Could Move Meta Stock Most?

    Meta Platforms (META) stock returned 26% over the past month, against 0.6% for the S&P 500. The rise followed the September 8 launch of Muse, its personal AI agent app. Management has already guided for capital spending of $130 billion to $14...


  • Company Logo for QCOM

    How Much Could You Lose In Qualcomm Stock?

    Qualcomm (QCOM) stock has returned 44% over the past six months, against 17.2% for the S&P 500. But Qualcomm has traded through many market shocks since 2007. So how much has the stock lost when markets turned, and how long did it stay down? ...

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