Stock analysis

38 articles

AI-generated editorial illustration of a Costco warehouse and a new warehouse under construction, representing investment alongside shareholder distributions.

Oct 11, 2026

Costco special dividend in 2026? Cash, timing and past payouts

AI-generated editorial illustration of the red Adobe A, financial ledger sheets and a shrinking row of glass share tokens.

Oct 10, 2026

Why is Adobe stock down? AI, earnings and buybacks in 2026

Generated conceptual workbench scene with generic fantasy miniatures, green paint and a fine brush.

Oct 4, 2026

The miniature business behind Warhammer’s licensing profits

Generated illustration of a brake disc, wheel hub and generic orange parts boxes. It does not show an actual AutoZone store or product.

Oct 3, 2026

AutoZone’s $2 billion buybacks exceeded cash left after capex

Conceptual silver silicon wafer beside an open cash ledger and a plain deposit token on a yellow background.

Oct 2, 2026

Micron received $12.3 billion in deposits outside free cash flow

Original editorial illustration of an illuminated data-center wing beside a separate building still under construction.

Sep 28, 2026

Oracle’s $288 billion lease promise is not a $288 billion balance-sheet debt

Conceptual stockroom illustration with plain shoeboxes and a generic athletic shoe, lit in aubergine and turquoise.

Sep 26, 2026

Nike inventory fell 3.3%. The stockroom still needs a closer look

Editorial illustration of a parcel hub at dusk with a blank sheet on a clipboard in the foreground

Sep 26, 2026

Matching FedEx’s three- and four-month comparisons

Sep 12, 2026

Apple bought back 402 million shares. Its share count fell by 344 million

Two distinct enterprise network architectures join through one central optical spine after the Juniper acquisition

Sep 2, 2026

HPE and Juniper need comparable growth and cash-flow bases

A central cybersecurity sensor distributing one broad licensing commitment across several security modules with some capacity still unassigned

Sep 1, 2026

CrowdStrike’s $2.29 billion Falcon Flex number is a cohort, not product ARR

A liquid-cooled AI server rack beside a balance comparing a thin margin-rate dial with heavier profit-dollar blocks

Aug 29, 2026

Dell’s AI server growth and cash conversion

A custom semiconductor package connecting dense optical data lanes to a narrower precision channel

Aug 28, 2026

Marvell’s Q3 guide makes custom silicon a margin-mix test

Conceptual illustration of a green-lit data centre with server racks and cooling pipes.

Aug 26, 2026

What NVIDIA’s stock valuation requires from future cash flow

An omnichannel retail network connecting grocery baskets, delivery totes, conveyors and a city route at blue hour

Aug 22, 2026

Walmart’s profit surge includes a refund. The Q3 margin test is harder

A home improvement warehouse aisle split between active repair supplies and a quiet unfinished kitchen renovation display

Aug 19, 2026

Home Depot beat expectations. The transaction line still says wait

A glowing semiconductor wafer entering a long advanced fabrication line under blue and amber cleanroom light

Aug 18, 2026

TSMC’s 2 nm ramp is visible. The margin test comes next

A luminous semiconductor die and data-center structure supported by one dominant central pillar and three smaller business spans

Aug 15, 2026

AMD’s Q2 2026 record makes Data Center the stock’s load-bearing segment