Li highlighted cash and investment levels: “Capital expenditures… were $34.9 billion,” “Free cash flow was negative $2.1 billion,” and Meta ended the quarter with “$82.4 billion in cash and marketable ...

Broadcom's financial health remains strong, with leverage declining post-acquisitions. Click here to find out why I rate AVGO ...

White Falcon reports Q3 2026 performance and portfolio adjustments amid rising rates. Read the full letter for detailed ...

Sandisk (SNDK) still looks like a strong buy despite weakness—AI CapEx and NAND shortages through 2028 support a $2,280 ...

Pegasystems' Q3 results revealed a significant slowdown in growth despite ongoing AI product initiatives. Read why I maintain ...

Tesla's results missed revenue estimates as margins plunged and growth products lag. Click for this bearish update on the ...

Tesla’s Q3 shows falling revenue and margins as valuation stays near 400x earnings. Click for this updated look at TSLA ...

Chevron is exploring the sale of some of its older oil and gas assets in the US Gulf, as it seeks to focus on newer projects ...

Tesla looks overvalued after weak Q3 results—flat revenue, falling auto sales, and 2.6% margins—despite FSD/Robotaxi hype.

NZS Growth Equity returned -0.75% net in Q3, outperforming YTD amid software resilience and AI adjustments. Read the full ...

The topsy-turvy trading world of technology stocks got a pick-me-up Wednesday after dual earnings reports eased some ...

CrossingBridge details its Getty Images debt strategy and shift to secured bonds amid restructuring. Read the full commentary ...