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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…
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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…
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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…
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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…
SOFI
SoFi (SOFI): The Bank Charter Is Finally Paying Off
SoFi just posted its 11th straight profitable quarter and record deposits, yet the stock still trades like a story inste…
PYPL
PayPal (PYPL): Enrique Lores Inherits a 10x-Earnings Stock
PayPal has a new CEO as of March 2026, a stock still near 10 times earnings, and a transaction-margin number that finall…
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Exxon Since 2020: Guyana, the Permian and a Cheaper Barrel
Exxon's P/E has roughly doubled since 2021 while revenue fell 5% and Guyana output is closing in on a million barrels a …
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Ford Stock Forecast: Ford Pro Earns, Model e Burns $4 Billion
Ford guides to $7.0 to $7.5 billion of Ford Pro profit and a roughly $4 billion Model e loss this year. Here is whether …
NFLX
Netflix (NFLX): The Multiple Fell Faster Than the Margin
Netflix's margin barely moved last quarter, but its multiple got cut by nearly half. Here is what closes that gap, and w…
ESPN
Disney by Segment: What Streaming Profit, Parks and ESPN Each Add
Disney's streaming arm posted a 12.9% margin, parks still supply most of the profit, and ESPN's bundle math is unresolve…
UNH
UnitedHealth (UNH): The Cost Ratio Turned, Is That Enough?
UnitedHealth's medical care ratio fell to 86.7% from 89.4% a year earlier, but reserve gains did some of the work. One g…
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Palantir’s 93% Growth Meets a 152 Times Multiple
Palantir grew revenue 93% last quarter and still trades at 152 times earnings. I walk through the segment split, the gui…
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GameStop’s $56 Billion eBay Bid Explains the Cash Pile
GameStop's cash pile was never just a meme-stock curiosity. It is now collateral for a rejected $56 billion eBay bid wit…
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What Costco’s Membership Fee Does to the Valuation Argument
Costco's U.S. and Canada renewal rate was 92.2% last quarter. That number, not the 45x multiple, is what actually justif…