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Meta (META) is spending more on AI, which is hurting profit growth (and the stock). But with a P/E of 19, META is a good value.
Meta (META) Boosts AI Infrastructure Spending, Raises 2026 CapEx Guidance Read More »
Domino’s (DPZ) posted its third profit decline in four quarters, and hte stock has been in a year-long-decline. DPZ needs a catalyst.
Domino’s (DPZ) Profits Decline as the Stock Flounders with No Catalyst in Sight Read More »
Amphenol (APH) is selling lots of parts for Datacenter buildouts, and also Defense companies. Is space the next frontier? Robotics?
Amphenol (APH) is One of the Biggest Winners of the AI Infrastructure Boom Read More »
ServiceNow (NOW) stock has been cascading lower. But now with a P/E of just 22, the stock is cheap. But growth is slowing.
ServiceNow (NOW) Stock Attempts to Put in a Bottom as Profit Growth Slows Read More »
Microsoft (MSFT) reported robust growth last quarter, including 23% profit growth on 17% revenue growth. And the P/E is only 21.
Microsoft (MSFT) Posts Strong Quarter as AI Hasn’t Put a Dent in Growth Read More »
Tesla (TSLA) is set to rollout Robotaxi’s this year. The company is also transforming its Fremont plant into an Optimus factory.
Tesla (TSLA) Bets Big on Robotaxi and Optimus With $25 Billion Expansion Plan Read More »
American Express (AXP) continues to see strong Millenial and Gen Z spending, with card member spending hitting a 3-year high.
American Express (AXP) Posts Strong Quarter as Millennial & Gen Z Drive Spending Read More »
Yesterday’s Supreme Court ruling may drive more freight toward safe truckers like Old Dominion Freight Line (ODFL).
Old Dominion (ODFL) Could Gain From Supreme Court Trucking Safety Ruling Read More »
Intuit (INTU) just had next qtr’s profit estimates cut from 11% to 8%. That’s a big slowdown from 25% last qtr. All due to AI.
Intuit (INTU) Stock Declines as AI Competition Provide Similar Software Services Read More »
Competition from AI software has taken away Factset’s (FDS) edge. Now, financial software is cheaper, and FDS’s profits are hurting.
Factset (FDS) Loses its Moat to AI as Financial Analysis Software is Now Cheap Read More »
Costco’s (COST) ecommerce segment (sales +23% last qtr) continues to be a bright spot. But the P/E of 49 is too high, in my opinion.
Costco’s (COST) Profits Jump 14% on E-Commerce, Membership Strength Read More »
MercadoLibre’s (MELI) stock has gotten crushed as the company invests in free shipping, which helped grow GMV 37% last qtr.
MercadoLibre (MELI) Stock Drops as Profits Deline 13% Due to Growth Spending Read More »
