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Applied Materials: 25% Growth, and a China Market That Is Not Coming Back
Applied Materials just posted 25% revenue growth while China fell to 28% of sales from 35%. I work through what the expo…
ARM
Arm (ARM): Licensing Bookings Predict Where Royalties Go
Arm never manufactures a single chip, yet it trades at 281 times earnings. I look at how licensing bookings today become…
CSCO
Cisco Stock Forecast: CSCO at 32.9x on 18% Quarterly Growth
Cisco fell 8.4% after a quarter with 18% revenue growth and record AI orders. I dug into the margin numbers behind the d…
NOW
ServiceNow (NOW) at 84 Times Earnings, Betting on Otto
ServiceNow renamed its AI agents Otto and opened the platform to rivals like Claude and Copilot. At 84 times earnings, h…
QCOM
Qualcomm (QCOM) at 20 Times Earnings, Minus Apple
Qualcomm's biggest customer is heading for the exit, and management just quantified the gap: automotive and data center …
News
Broadcom’s Custom Chips Work Like Long-Term Licenses
Ninety-three percent of analysts rate Broadcom a buy. Its own quant score reads D, unchanged from a year ago. The AI chi…
News
Adobe at One Billion Users: Can AI Be Sold Separately?
Adobe just crossed one billion monthly users while its stock trades near a decade-low multiple. Only thirty-eight percen…
News
Best Dividend Stocks to Buy Now for Real, Durable Income
Six dividend payers, ranked on how safe the check actually is, not the yield on the screener. Includes why 3M's 2024 div…
News
Oracle’s $664 Billion Backlog Still Has to Be Built
Oracle's backlog jumped to $664 billion this quarter, but building the capacity to bill it is already showing up in a th…
META
Meta (META): Free Cash Flow Sinks as AI Capex Nearly Doubles
Meta's free cash flow fell to $784 million last quarter while revenue rose 28%. I separate what the ad business is doing…
News
Best AI Stocks to Buy Now: Six Names Beyond the Chipmakers
Oracle, Adobe, ServiceNow, Palo Alto Networks, Snowflake and Applied Materials are monetizing AI directly, not just sell…
News
Salesforce and the Price-Per-Outcome Problem
Agentforce annual recurring revenue tripled this year, yet Salesforce's forward P/E now sits above its trailing multiple…