Latest Articles
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$223 Billion Back To Shareholders: Inside The MSFT Machine
Microsoft handed shareholders one of the largest cash returns in market history, but what did that money actually buy for the owners who held on? Microsoft (MSFT) builds the software that runs modern work and the cloud infrastructure that power...
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How Much Upside Is Left In eBay Stock?
eBay (EBAY) trades near $108 after a 22% return over the past year, against 18.5% for the S&P 500. The easy read is that the big gain is already in the price. But revenue grew 14.7% over the last twelve months, more than twice its three-year ...
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How Far Could CRM Stock Swing In A Year?
Salesforce (CRM) stock trades at about $236 after returning about 58% over three months. Its options now price a range over roughly a year that runs from about $152 to about $368. The bottom of that band is a price the stock has already traded th...
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Can This Number Push IBM Stock Higher?
The number worth watching at International Business Machines (IBM) is its annual recurring revenue. It kept growing through a weak quarter. You may expect the story here to be the missed second quarter or the falling stock. It is not. So how big ...
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Is It Too Late To Make Money On Accenture Stock After Its Rebound?
Accenture (ACN) stock has returned about 51% over the past three months. Yet the shares are still down nearly 20% over twelve months and trade at roughly half their three-year high. At about $186 a share, the easy read is that the quick money has...
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What Happens To Synopsys Stock If AI Learns To Design Chips Without It?
Synopsys (SNPS) sells the electronic design automation software and design IP that chipmakers use to build new chips. Its stock has lost 16.3% over the past year, while the S&P 500 gained 18.5%. A Needham analyst said on the fiscal Q3 2026 ea...
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What Happens To Cloudflare Stock If Its Growth Cools?
Cloudflare (NET) has returned about 61% in three months and trades at or near its three-year high. The question on holders’ minds is plain: what happens if its growth cools? The company has guided revenue growth for the third quarter of 202...
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How Low Can PG&E Stock Go When The Risk Is Its Own?
PG&E (PCG) trades at about $12.94, the bottom of its 52-week range and about 32% below its high. Over the past twelve months it lost 12.2% while the S&P 500 gained 18.5%. That gap did not come from a market crash. And in market shocks sin...
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Should You Sell Your Marvell Stock Now That Higher Forecasts Are Not Enough?
Marvell Technology (MRVL) raised its revenue outlook in late August. Yet its stock has fallen 16.4% over the past three months, before dividends. The S&P 500 returned 4.2% with dividends reinvested over the same stretch. After its late-August...
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Is Vicor Stock Worth Buying Before Its Second Fab Exists?
Vicor (VICR) stock has more than quadrupled over the past year, yet at about $224 it sits roughly 41% below its 52-week high. The opportunity is plain: demand for its power modules, from AI data centers to defense, is filling its first chip fab. ...
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Has Arista Networks Stock Quietly Become A Different Bet?
Investors pay 64 times earnings for Arista Networks (ANET) . The S&P 500 trades at 22.5 times. They pay more because they expect fast growth to last, and for that to make sense, two things must both hold. Arista must get enough parts to ship ...
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Is UiPath Stock Cheap Because Of What AI Might Do?
UiPath (PATH) has fallen about 27% from its one-month high, though it is still up 34% over three months. The stock trades at 19.5 times earnings, against an S&P 500 median of 22.6. For a software company growing faster than most of the market...
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Is UPS Stock Cheap Because It Chose To Shrink?
United Parcel Service (UPS) generates free cash flow worth 6.8% of its market capitalization of about $80.6 billion, well above the 4.4% median for an S&P 500 company. A yield that high means a bargain, or a business the market expects to shr...
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What Are You Really Paying For SanDisk’s AI Flash Boom?
SanDisk (SNDK) stock has risen nearly 1,700% over the past year, even after falling 18% over the past three months to about 24% below its 52-week high. At a price near $1,770, it trades at about 22.7 times trailing adjusted earnings . That is nor...
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Can UNH Stock Keep Growing Earnings While Its Sales Stall?
UnitedHealth (UNH) has turned its profits around. Operating earnings rose 55% in the second quarter of 2026, and management raised its full-year adjusted earnings guide to $19.50 to $20 a share. Revenue, though, has nearly stopped growing. So the...
