Earnings Call Insights: Valvoline Inc. (VVV) Q1 2026 Management View Lori Flees, CEO, President & Director, opened by highlighting that "we delivered a strong quarter to start the fiscal year, driven by strong productivity gains in our stores, network expansion and margin improvement, which translated to meaningful earnings growth." She noted a double-digit increase in both system-wide store sales and net sales, with system-wide same-store sales up 5.8% and a two-year stack of 13.8%. Flees stated, "ticket contributed the majority of the comp with all 3 levers contributing. Net price and premiumization were the largest drivers." The Breeze acquisition added 162 stores, which Flees described as "a noteworthy step forward in our path to a 3,500-plus store network." She noted Breeze's performance was in line with expectations and integration is underway. Flees emphasized continued customer demand for nondiscretionary services and no signs of trade-down or service deferral. She shared that customers are "giving us a 4.7 star rating across our network and NPS scores over 80%." John Willis, Senior VP & CFO, stated, "We saw strong top line growth with net sales of $462 million, an increase of 11% on a reported basis and 15% when adjusted for the impacts of refranchising in Q1 of last year." Willis noted gross margin rate rose to 37.4%, up 50 basis points year-over-year, and adjusted EBITDA margin increased 60 basis points to 25.4%. He added, "On a GAAP basis, we reported a loss from continuing operations of $32.2 million, largely driven by the loss on divestiture of certain Breeze stores that was required by the FTC. On an adjusted basis, income from continuing operations was $47.6 million." Willis further reported, "Operating cash flows improved to $64.8 million and free cash flow was $7.4 million, improving approximately $20 million compared to the prior year quarter." Outlook Flees stated, "as we look to the remainder of the year, we feel it's too early to make changes t...

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Wednesday's key moments. 1. Stocks were attempting to shake off continued fears that AI disruption could undermine traditional enterprise software companies. Some of the high-multiple names hit hardest in recent sessions, including Club name Microsoft , were trying to bounce Wednesday. Still, the broader market remained under pressure with the S & P 500 and Nasdaq down 1% and 2%, respectively. Advanced Micro Devices stock was getting crushed — down more than 16% despite a beat and raise. Since AMD shares had been rallying of late, the Street was apparently looking for even stronger guidance. A notable gainer Wednesday was Club stock Eli Lilly . Shares were up nearly 10% after the pharmaceutical giant delivered a big beat and raise. Our full Lilly earnings analysis will be out shortly. 2. The rotation away from tech was helping our industrials. Club stock Eaton was back and forth near the flat line earlier Wednesday after spending much of the prior session under pressure before a nearly 1% gain at the close. The volatility followed the company's mixed fourth quarter Tuesday and light guidance. We are focused on the spinoff of Eaton's mobility business in 2027, which should be a catalyst event for the stock. Fellow industrial Club name Dover was another name benefiting from Wednesday's rotation, with shares up nearly 3%. 3. Shares of GE Vernova were sinking 7.5% to around $722 each Wednesday despite an upgrade at Baird to an outperform buy from neutral. The analysts also increased their price target to $923 from $701. Baird downgraded shares of the maker of natural gas turbines on Jan. 9 to neutral at roughly $628 due to concerns about overcapacity. Now, the analysts said the energy infrastructure cycle is still in early innings, and they aren't worried about overcapacity in the near to immediate term. Last week, we upgraded GE Vernova to our ...

Microsoft Corporation (MSFT): A Bull Case Theory Finviz

Tesla, Inc. (TSLA): A Bull Case Theory Finviz

Wachira Wacharapathom/iStock via Getty Images Precious Metals Reckoning The gold and silver plunge following Kevin Warsh’s Fed chair nomination and subsequent buy-the-dip rebound highlighted the volatility of precious metals and how quickly the market reacts to perceived policy shifts. Reaching record highs before the correction, gold has now become more volatile than Bitcoin ( BTC-USD ), an unusual reversal as the former is typically seen as steadier than cryptocurrency. Bloomberg Industrial metals and oil joined the post-Warsh commodity slide, exacerbated by additional factors. Higher margin requirements and a dollar rebound helped halt the copper rally, while crude oil futures sank as investors weighed the potential start of de-escalation talks between the U.S. and Iran. The selloff was sparked by the view that Warsh is more hawkish than other candidates. Yet the market has already grown more confident of rate cuts at his first meeting in June and by the end of the year. Nobel laureate economist Paul Krugman argued that to call Warsh a monetary hawk was a “category error” given that he has a history of favoring both higher and lower rates. Bloomberg While some investors worried about a structural shift away from gold, others saw the move as a short-term correction, evidenced by the buy-the-dip rush. Deutsche Bank Research reaffirmed its long-term price target of $6,000 per ounce, arguing that markets may have temporarily overreacted, while Sucden Financial analysts attributed the volatility to“speculative unwinding.” “The price action continues to reflect a reassessment of positioning rather than a deterioration in the longer-term narrative,” research analysts Daria Efanova and Viktoria Kuszak wrote in a note . “Prices had previously moved well beyond levels typically associated with pure safe-haven demand linked to geopolitical or macro uncertainty. As a result, the correction appears less about uncertainty subsiding and more about excess positioning being clear...

Key Points Powell Industries came up short on revenue but handily beat on the bottom line in the December quarter. Its orders surged 63%. Powell is benefiting from the entire electricity delivery chain to AI data centers, from production to refining to electricity generation and delivery. 10 stocks we like better than Powell Industries › Shares of industrial power systems company Powell Industries (NASDAQ: POWL) rallied 12.7% on Wednesday as of 12:17 p.m. EDT. Powell held its earnings release last night, and while its top-line revenue figures appeared lackluster, the company did an excellent job of increasing its margins and profits. Furthermore, Powell delivered super-strong orders, giving investors visibility into future growth. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Powell is transitioning from oil and gas to the electricity boom In the first quarter, Powell grew revenue by just 4% to $251 million, missing expectations. However, earnings per share surged 19% to $3.40, which was well ahead of expectations. The earnings outperformance came from an increase in Powell's gross margin to 28.4%, up from 24.7% in the year-ago quarter. What's really impressive about that figure was that management pointed only to a "stable" pricing environment, attributing the increase to strong execution. This can happen if Powell receives a fixed fee for manufacturing, installation, and service of its power control switchgear equipment, but can deliver it more efficiently. Meanwhile, most segments actually grew strongly, but a 31% decline in the petrochemical segment put a cap on the top-line figures. In addition to margin improvement and execution, what really drove the stock higher was a significant bump in the company's order book of $439 million in the quarter -- a 63% acceleration from the prior-year quarter and the highest figure in over two years. Man...

The December quarter earnings season for the “Magnificent 7” has been tepid at best until now. Tesla (TSLA) closed in the red following its Q4 report, while Apple (AAPL) was flat following the confessional. Microsoft (MSFT), meanwhile, saw a nearly double-digit dip and had its worst year since 2020. Meta Platforms (META), however, stood out and soared after better-than-expected Q4 earnings and upbeat Q1 guidance. All eyes are now on the remaining constituents, with Alphabet (GOOG) (GOOGL) set to report after the bell today, Feb. 4, followed by Amazon’s (AMZN) earnings tomorrow. The e-commerce giant, which was the worst-performing of the lot last year, is up barely 1% for the year. While the returns are not boast-worthy, they are good enough to make AMZN the third-best Mag 7 this year, trailing only Alphabet, which has resumed its rally from last year, and Meta, which soared after its Q4 earnings. Let's look at Amazon’s Q4 earnings estimates and analyze whether the stock is a buy or a sell ahead of the report. Amazon’s Q4 2025 Earnings Preview Analysts expect Amazon to post revenues of $211.2 billion in Q4, a year-over-year (YoY) rise of 12.5%, and towards the upper end of the company’s guidance of $206 billion-$213 billion. The company is expected to post an earnings per share (EPS) of $1.98, which is just about 6.5% higher than the corresponding quarter last year. After two years of bottom-line growth outstripping revenue growth by a wide margin, tech companies are now staring at the opposite, as massive artificial intelligence (AI) capex is taking a toll on their profitability. What to Watch in Amazon’s Q4 Earnings Apart from the headline numbers and Q1 guidance, I would watch out for the following during Amazon’s Q4 earnings call: AI Capex : Markets haven’t been kind to companies that are increasing their AI capex without showing commensurate growth in earnings. During Amazon’s Q4 earnings call, I would watch out for the 2026 capex number, as a bigger-than-expect...

The December quarter earnings season for the “Magnificent 7” has been tepid at best until now. Tesla (TSLA) closed in the red following its Q4 report, while Apple (AAPL) was flat following the confessional. Microsoft (MSFT), meanwhile, saw a nearly double-digit dip and had its worst year since 2020. Meta Platforms (META), however, stood out and soared after better-than-expected Q4 earnings and upbeat Q1 guidance. All eyes are now on the remaining constituents, with Alphabet (GOOG) (GOOGL) set to report after the bell today, Feb. 4, followed by Amazon’s (AMZN) earnings tomorrow. The e-commerce giant, which was the worst-performing of the lot last year, is up barely 1% for the year. While the returns are not boast-worthy, they are good enough to make AMZN the third-best Mag 7 this year, trailing only Alphabet, which has resumed its rally from last year, and Meta, which soared after its Q4 earnings. Let's look at Amazon’s Q4 earnings estimates and analyze whether the stock is a buy or a sell ahead of the report. More News from Barchart Amazon’s Q4 2025 Earnings Preview Analysts expect Amazon to post revenues of $211.2 billion in Q4, a year-over-year (YoY) rise of 12.5%, and towards the upper end of the company’s guidance of $206 billion-$213 billion. The company is expected to post an earnings per share (EPS) of $1.98, which is just about 6.5% higher than the corresponding quarter last year. After two years of bottom-line growth outstripping revenue growth by a wide margin, tech companies are now staring at the opposite, as massive artificial intelligence (AI) capex is taking a toll on their profitability. www.barchart.com What to Watch in Amazon’s Q4 Earnings Apart from the headline numbers and Q1 guidance, I would watch out for the following during Amazon’s Q4 earnings call:

Advanced Micro Devices (AMD) stock has had heavy, unusual trading in short-term out-of-the-money call options today. Based on the company's strong earnings results yesterday, it could be a bullish signal for AMD stock. AMD is at $201.72 in morning trading, down over 16% after the results release after the market closed yesterday. This heavy call options activity today could potentially indicate that some investors feel this is overdone. This activity can be seen in today's Barchart Unusual Stock Options Activity report. It shows that over 6,600 call options have traded at the $217.50 strike price for expiry this Friday on Feb. 6, 2026. At the time of the Report, the premium was $1.69, but now it is down to $1.39 per call contract, as AMD has continued to fall. This may indicate that some investors are selling short covered calls to collect this high premium. After all, the yield is 0.69% ($1.39/$201.72) for just 2 days until expiry. That works out to a monthly yield of about 3.0%, assuming it could be repeated 4.33 times (i.e., 2 days per week for 4.33 weeks per month). On the other hand, buyers of these calls may believe that today's sell-off has been overdone. They may feel, on a speculative basis, that AMD stock could recover in the next few days. In that regard, this type of play is a speculative gamble that the premium will rise over $1.39, even if AMDe stock stays below below the $217.50 strike price. That is because options typically have some extrinsic value, albeit declining, up until they expire, even if they remain out-of-the-money (i.e., have no intrinsic value). That could be due to the strong nature of AMD's earnings results. Let's look at that. Strong AMD Results Advanced Micro Devices, the semiconductor company, reported yesterday that its Q4 revenue rose 34.1% YoY and was up +11% Q/Q. Moreover, its full revenue rose 34.34% in 2025, slightly higher than the 34.18% last 12 months (LTM) gain in Q3, according to Stock Analysis. In addition, AMD's margin...

Advanced Micro Devices (AMD) stock has had heavy, unusual trading in short-term out-of-the-money call options today. Based on the company's strong earnings results yesterday, it could be a bullish signal for AMD stock. AMD is at $201.72 in morning trading, down over 16% after the results release after the market closed yesterday. This heavy call options activity today could potentially indicate that some investors feel this is overdone. More News from Barchart AMD stock - last 3 months - Barchart - Feb. 4, 2026 This activity can be seen in today's Barchart Unusual Stock Options Activity report. It shows that over 6,600 call options have traded at the $217.50 strike price for expiry this Friday on Feb. 6, 2026. At the time of the Report, the premium was $1.69, but now it is down to $1.39 per call contract, as AMD has continued to fall. AMD calls expiring Feb. 6, 2026 - Barchart Unusual Stock Options Activity Report - Feb. 4, 2026 This may indicate that some investors are selling short covered calls to collect this high premium. After all, the yield is 0.69% ($1.39/$201.72) for just 2 days until expiry. That works out to a monthly yield of about 3.0%, assuming it could be repeated 4.33 times (i.e., 2 days per week for 4.33 weeks per month). On the other hand, buyers of these calls may believe that today's sell-off has been overdone. They may feel, on a speculative basis, that AMD stock could recover in the next few days. In that regard, this type of play is a speculative gamble that the premium will rise over $1.39, even if AMDe stock stays below below the $217.50 strike price. That is because options typically have some extrinsic value, albeit declining, up until they expire, even if they remain out-of-the-money (i.e., have no intrinsic value). That could be due to the strong nature of AMD's earnings results. Let's look at that. Strong AMD Results Advanced Micro Devices, the semiconductor company, reported yesterday that its Q4 revenue rose 34.1% YoY and was up +11% ...

Advanced Micro Devices (AMD) stock has had heavy, unusual trading in short-term out-of-the-money call options today. Based on the company's strong earnings results yesterday, it could be a bullish signal for AMD stock. AMD is at $201.72 in morning trading, down over 16% after the results release after the market closed yesterday. This heavy call options activity today could potentially indicate that some investors feel this is overdone. This activity can be seen in today's Barchart Unusual Stock Options Activity report. It shows that over 6,600 call options have traded at the $217.50 strike price for expiry this Friday on Feb. 6, 2026. At the time of the Report, the premium was $1.69, but now it is down to $1.39 per call contract, as AMD has continued to fall. This may indicate that some investors are selling short covered calls to collect this high premium. After all, the yield is 0.69% ($1.39/$201.72) for just 2 days until expiry. That works out to a monthly yield of about 3.0%, assuming it could be repeated 4.33 times (i.e., 2 days per week for 4.33 weeks per month). On the other hand, buyers of these calls may believe that today's sell-off has been overdone. They may feel, on a speculative basis, that AMD stock could recover in the next few days. In that regard, this type of play is a speculative gamble that the premium will rise over $1.39, even if AMDe stock stays below below the $217.50 strike price. That is because options typically have some extrinsic value, albeit declining, up until they expire, even if they remain out-of-the-money (i.e., have no intrinsic value). That could be due to the strong nature of AMD's earnings results. Let's look at that. Strong AMD Results Advanced Micro Devices, the semiconductor company, reported yesterday that its Q4 revenue rose 34.1% YoY and was up +11% Q/Q. Moreover, its full revenue rose 34.34% in 2025, slightly higher than the 34.18% last 12 months (LTM) gain in Q3, according to Stock Analysis. In addition, AMD's margin...

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格隆汇2月5日｜货币市场数据分析公司iMoneyNet：截至2月3日当周，美国货币市场基金资产增加了403.2亿美元。

Key Points Management's fourth-quarter guidance came in well above Wall Street's forecasts. Despite the big jump, 8x8 trades at just 6.8 times forward earnings. 10 stocks we like better than 8x8 › 8x8 (NASDAQ: EGHT) is having a fantastic day. Following a great earnings report, the cloud-based communication specialist's stock peaked with a 54.8% gain near 11 a.m. ET. It's a welcome jump, too. 8x8's shares are now trading at prices not seen since March 2025. 8x8's earnings blew past expectations In the third quarter of fiscal year 2026, 8x8's revenue rose 3.4% year over year to $185 million. Adjusted earnings increased from $0.11 to $0.12 per diluted share. Your average analyst firm would have settled for earnings near $0.09 per share on sales in the neighborhood of $180 million. Management also issued fourth-quarter guidance that is significantly above the current Street view. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » The business momentum looks real 8x8 reported strong demand for its full suite of business communications services, and all customers from the 2021 Fuze acquisition have been moved to the core 8x8 platform. Fixed subscription fees have been replaced by usage-based fees -- the more you use 8x8's products, the more you pay -- and clients are embracing the company's voice-driven artificial intelligence (AI) tools. This business is firing on all cylinders right now, making last year's sell-off look overdone. And it's not too late to take advantage of the recent market discounts, even after Wednesday's lofty jump. The stock trades at just 6.8 times forward earnings estimates and 8.2 times reported free cash flow. I'm not saying you should load up on this rarely discussed digital communications stock, but 8x8 deserves a second look from both growth investors and value hounds. Should you buy stock in 8x8 right now? Before you buy stock in 8x8, consider this: The Motley...

Image source: The Motley Fool. Wednesday, February 4, 2026 at 12 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Kort Schnabel Chief Financial Officer — Scott Lem President — Jim Miller Chief Operating Officer — Jana Markowitz Partner, Public Markets Investor Relations — John Stilmar Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Core Earnings Per Share -- $0.50 for the fourth quarter and $2.01 for the full year, exceeding the dividend in all quarters and driving a core ROE above 10% annually. -- $0.50 for the fourth quarter and $2.01 for the full year, exceeding the dividend in all quarters and driving a core ROE above 10% annually. GAAP Net Income Per Share -- $0.41 for the fourth quarter and $1.86 for the year, compared to $0.57 in the prior quarter and $2.44 in the previous year, reflecting lower base rates. -- $0.41 for the fourth quarter and $1.86 for the year, compared to $0.57 in the prior quarter and $2.44 in the previous year, reflecting lower base rates. Portfolio Growth -- Total portfolio at fair value reached $29.5 billion, a 3% increase sequentially and 10% year over year, with over 600 borrowers representing a nearly 10% increase in company count in twelve months. -- Total portfolio at fair value reached $29.5 billion, a 3% increase sequentially and 10% year over year, with over 600 borrowers representing a nearly 10% increase in company count in twelve months. Investment Activity -- Record annual gross originations of $15.8 billion in new commitments, with specialized industry verticals driving over 50% growth in non-sponsored originations; more than 100 new borrowers added during the year. -- Record annual gross originations of $15.8 billion in new commitments, with specialized industry verticals driving over 50% growth in non-sponsored originations; more than 100 new borrowers added during the year. Portfolio Metrics -- Weighted average portfolio leverage declined by approximately a quarter turn of EBITDA from prior ...

Updated funding amount SANTA CLARA, CA / ACCESS Newswire / February 4, 2026 / Expert Intelligence ™, a startup building AI systems that automate expert decision-making in regulated laboratory environments, today announced it has raised a $5.8M seed round led by Sierra Ventures with participation from TSVC and Acorn Pacific Ventures. Founded by Lalin Theverapperuma, Ph.D., a veteran AI and machine learning engineer with more than 20 years of experience at Apple, Meta, Intel, and Bosch, Expert Intelligence's platform operates directly on raw instrument data, rather than relying on downstream reports or large labeled datasets. At the core of the platform is the Limited Sample Model (LSM), a new approach designed to learn how expert analysts make decisions using a small number of samples. Unlike large language models or traditional ML systems that require massive datasets, LSM is built for regulated environments where data is scarce, highly contextual, and tightly controlled. "Expert Intelligence is building foundational infrastructure for autonomous decision-making in some of the most demanding environments in the world," said Ben Yu, Managing Partner at Sierra Ventures. "Their ability to learn from limited data and operate at the instrument level unlocks a category of automation that simply wasn't possible before in regulated labs." Since commercial deployments in early 2025, Expert Intelligence has secured customers across analytical testing workflows in pharmaceuticals, drug manufacturing, and food and beverage safety, supporting use cases such as automated result review, anomaly detection, and expert-level decision consistency. The company plans to expand into additional lab-driven and industrial domains over time. "Labs have invested heavily in instrumentation, but critical decisions still bottleneck on human review," said Lalin Theverapperuma, Ph.D., Founder and CEO of Expert Intelligence. "We built LSM so regulated labs can scale expertise with accuracy, transpa...

We came across a bullish thesis on Tesla, Inc. on Rose’s Substack’s Substack by Rose Celine Investments. In this article, we will summarize the bulls’ thesis on TSLA. Tesla, Inc.'s share was trading at $431.46 as of January 28th. TSLA’s trailing and forward P/E were 297.56 and 196.08 respectively according to Yahoo Finance. Tesla, Inc (TSLA)'s "No Longer A Car Company,' Says Jim Cramer Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally. TSLA reported revenues up 12%, slightly exceeding expectations, while earnings came in just below estimates. Auto revenue grew a modest 6% despite the pull-forward from expiring federal credits, but energy and services surged 44% and 25%, now representing a quarter of total revenue. These segments carry higher margins than automotive, meaning the shift in revenue mix is particularly beneficial for overall profitability. Looking ahead, Tesla confirmed that Cybercab, Semi, and Megapack 3 will enter production in 2026, with Optimus v3 expected to debut in the first quarter. The Robotaxi rollout is progressing, with Austin projected to operate without safety drivers this year. Production and delivery numbers continue to ramp steadily, and Tesla’s factories appear capable of supporting these new products. Strong cash reserves and ongoing CapEx plans provide ample runway for execution. From a profitability perspective, Tesla’s new products carry significant optionality. Robotaxi miles could generate near-pure profit, Megapack deployments are capital-efficient, and Optimus could unlock entirely new revenue streams. This optionality, combined with Tesla’s software, autonomous driving data, manufacturing scale, battery expertise, and superior supply chain positioning, creates a durable moat that competitors will struggle to replicate. The potential market is massive, encompassing billions of autonomous miles, hundreds of M...

Tesla, Inc. (TSLA): A Bull Case Theory Yahoo Finance UK

We came across a bullish thesis on Tesla, Inc. on Rose’s Substack’s Substack by Rose Celine Investments. In this article, we will summarize the bulls’ thesis on TSLA. Tesla, Inc.'s share was trading at $431.46 as of January 28th. TSLA’s trailing and forward P/E were 297.56 and 196.08 respectively according to Yahoo Finance. Tesla, Inc (TSLA)'s "No Longer A Car Company,' Says Jim Cramer Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally. TSLA reported revenues up 12%, slightly exceeding expectations, while earnings came in just below estimates. Auto revenue grew a modest 6% despite the pull-forward from expiring federal credits, but energy and services surged 44% and 25%, now representing a quarter of total revenue. These segments carry higher margins than automotive, meaning the shift in revenue mix is particularly beneficial for overall profitability. Looking ahead, Tesla confirmed that Cybercab, Semi, and Megapack 3 will enter production in 2026, with Optimus v3 expected to debut in the first quarter. The Robotaxi rollout is progressing, with Austin projected to operate without safety drivers this year. Production and delivery numbers continue to ramp steadily, and Tesla’s factories appear capable of supporting these new products. Strong cash reserves and ongoing CapEx plans provide ample runway for execution. From a profitability perspective, Tesla’s new products carry significant optionality. Robotaxi miles could generate near-pure profit, Megapack deployments are capital-efficient, and Optimus could unlock entirely new revenue streams. This optionality, combined with Tesla’s software, autonomous driving data, manufacturing scale, battery expertise, and superior supply chain positioning, creates a durable moat that competitors will struggle to replicate. The potential market is massive, encompassing billions of autonomous miles, hundreds of M...

Elon Musk is now openly questioning whether saving for retirement will even make sense in the future, and he’s tying that view directly to how fast he believes AI and robotics will dismantle today’s labor market. In a wide-ranging discussion about artificial intelligence (AI) and automation, Tesla (TSLA) and SpaceX/xAI CEO Musk laid out a timeline that would upend decades of economic assumptions. In his view, the first wave is already underway: white-collar work. Lawyers, accountants, analysts, marketers, coders, and other jobs long considered “safe” because they were cognitive rather than physical, are, he argues, the most immediately vulnerable to AI systems that can reason, write, analyze, and iterate at superhuman speed. Blue-collar work comes next. Musk believes humanoid robots, paired with increasingly capable AI models, will replace much of physical labor shortly after. Manufacturing, logistics, construction, and even service work would eventually follow. His estimate for this transition is strikingly aggressive: three to seven years. The end result, Musk argues, isn’t mass deprivation, but abundance. If AI and robots can produce goods and services at near-zero marginal cost, then scarcity collapses . Food, housing, transportation, energy, and manufactured goods all become dramatically cheaper. Productivity explodes, not because humans are working harder, but because machines are doing nearly all of the work. That’s where Musk’s idea of “universal high income” comes in, a phrase he’s used before to distinguish his view from traditional universal basic income. This isn’t a modest government stipend meant to keep people afloat. It’s a world where the cost of living drops so sharply that most people can afford a high standard of living regardless of whether they hold a conventional job. In that context, he made a statement that cuts directly against decades of financial planning orthodoxy. “One side recommendation I have,” Musk said, “is don’t worry about squirr...

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We came across a bullish thesis on Microsoft Corporation on LongYield’s Substack. In this article, we will summarize the bulls’ thesis on MSFT. Microsoft Corporation's share was trading at $481.63 as of January 28th. MSFT’s trailing and forward P/E were 30.14 and 29.94 respectively according to Yahoo Finance. Microsoft Corporation (MSFT) Gains 21% Since Cramer Said Had "No Idea" If There Was Any Weakness Pieter Beens / Shutterstock.com Microsoft Corporation develops and supports software, services, devices, and solutions worldwide. MSFT delivered a strong start to fiscal 2026, with total revenue rising 18% year-over-year to $77.7 billion, operating income up 24% to $38.0 billion, and GAAP net income of $27.7 billion, or $3.72 per share. Excluding fair-value adjustments from its OpenAI investment, non-GAAP net income reached $30.8 billion with EPS of $4.13. Microsoft Cloud, encompassing Azure, Office 365, and Dynamics 365, grew 26% to $49.1 billion, driven by surging demand for AI services and Copilot integrations, which CEO Satya Nadella described as fueling the company’s “planet-scale cloud and AI factory.” Growth was broad-based across segments: Productivity & Business Processes rose 17% on Microsoft 365 seat growth and premium subscriptions, LinkedIn expansion, and Dynamics 365 sales; Intelligent Cloud jumped 28% with Azure and cloud services up 40%, reflecting higher AI consumption and long-term contract expansion; More Personal Computing increased 4%, supported by Windows OEM demand and strong Search advertising, offsetting slight declines in gaming hardware. Margins were impacted by heavy AI infrastructure investment, with gross margin percentage dipping despite higher absolute margins, while operating expenses rose 5% for engineering hires and datacenter expansion. Microsoft’s partnership and equity stake in OpenAI introduced $3.1 billion of earnings volatility, highlighting non-cash mark-to-market effects. Strategic initiatives include global datacenter expa...

We came across a bullish thesis on Microsoft Corporation on LongYield’s Substack. In this article, we will summarize the bulls’ thesis on MSFT. Microsoft Corporation's share was trading at $481.63 as of January 28th. MSFT’s trailing and forward P/E were 30.14 and 29.94 respectively according to Yahoo Finance. Microsoft Corporation (MSFT) Gains 21% Since Cramer Said Had "No Idea" If There Was Any Weakness Pieter Beens / Shutterstock.com Microsoft Corporation develops and supports software, services, devices, and solutions worldwide. MSFT delivered a strong start to fiscal 2026, with total revenue rising 18% year-over-year to $77.7 billion, operating income up 24% to $38.0 billion, and GAAP net income of $27.7 billion, or $3.72 per share. Excluding fair-value adjustments from its OpenAI investment, non-GAAP net income reached $30.8 billion with EPS of $4.13. Microsoft Cloud, encompassing Azure, Office 365, and Dynamics 365, grew 26% to $49.1 billion, driven by surging demand for AI services and Copilot integrations, which CEO Satya Nadella described as fueling the company’s “planet-scale cloud and AI factory.” Growth was broad-based across segments: Productivity & Business Processes rose 17% on Microsoft 365 seat growth and premium subscriptions, LinkedIn expansion, and Dynamics 365 sales; Intelligent Cloud jumped 28% with Azure and cloud services up 40%, reflecting higher AI consumption and long-term contract expansion; More Personal Computing increased 4%, supported by Windows OEM demand and strong Search advertising, offsetting slight declines in gaming hardware. Margins were impacted by heavy AI infrastructure investment, with gross margin percentage dipping despite higher absolute margins, while operating expenses rose 5% for engineering hires and datacenter expansion. Microsoft’s partnership and equity stake in OpenAI introduced $3.1 billion of earnings volatility, highlighting non-cash mark-to-market effects. Strategic initiatives include global datacenter expa...

We came across a bullish thesis on Microsoft Corporation on LongYield’s Substack. In this article, we will summarize the bulls’ thesis on MSFT. Microsoft Corporation's share was trading at $481.63 as of January 28th. MSFT’s trailing and forward P/E were 30.14 and 29.94 respectively according to Yahoo Finance. Microsoft Corporation (MSFT) Gains 21% Since Cramer Said Had "No Idea" If There Was Any Weakness Pieter Beens / Shutterstock.com Microsoft Corporation develops and supports software, services, devices, and solutions worldwide. MSFT delivered a strong start to fiscal 2026, with total revenue rising 18% year-over-year to $77.7 billion, operating income up 24% to $38.0 billion, and GAAP net income of $27.7 billion, or $3.72 per share. Excluding fair-value adjustments from its OpenAI investment, non-GAAP net income reached $30.8 billion with EPS of $4.13. Microsoft Cloud, encompassing Azure, Office 365, and Dynamics 365, grew 26% to $49.1 billion, driven by surging demand for AI services and Copilot integrations, which CEO Satya Nadella described as fueling the company’s “planet-scale cloud and AI factory.” Growth was broad-based across segments: Productivity & Business Processes rose 17% on Microsoft 365 seat growth and premium subscriptions, LinkedIn expansion, and Dynamics 365 sales; Intelligent Cloud jumped 28% with Azure and cloud services up 40%, reflecting higher AI consumption and long-term contract expansion; More Personal Computing increased 4%, supported by Windows OEM demand and strong Search advertising, offsetting slight declines in gaming hardware. Margins were impacted by heavy AI infrastructure investment, with gross margin percentage dipping despite higher absolute margins, while operating expenses rose 5% for engineering hires and datacenter expansion. Microsoft’s partnership and equity stake in OpenAI introduced $3.1 billion of earnings volatility, highlighting non-cash mark-to-market effects. Strategic initiatives include global datacenter expa...

Key Points Nvidia's revenue and earnings have exploded over the past few years. Wall Street expects another strong year in 2026. 10 stocks we like better than Nvidia › "The one that got away" stories are common in life. Whether you're talking about a past significant other, a big fish, or a stock, everyone has something that has gotten away from them. For many investors, Nvidia (NASDAQ: NVDA) might seem like the one that got away. From Jan. 1, 2023, to Jan. 30, 2026, the stock has risen by over 1,200%. That turned $10,000 invested into more than $130,000. Unfortunately, many investors, including myself, downplayed the potential of huge AI spending. However, I recognized my mistake and purchased shares last April during the marketwide pullback, and the stock has been a huge winner ever since. I think there's still time for investors to pivot and invest in Nvidia. Although they won't be able to re-create 1,200% returns, I still think there is a huge market-beating opportunity here, and investors aren't too late to benefit from one of the greatest stock picks of our lifetime. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Nvidia's growth trend isn't expected to wrap up for several years Although there have been many calls about Nvidia's stock being in a bubble, those have all proved wrong so far. The reality is that AI hyperscalers are still spending huge amounts on building out AI computing capabilities. Nvidia's graphics processing units (GPUs) are the go-to computing units for AI training and inference right now, so it is benefiting from this massive spending spree more than nearly any other company in the market. This has led to massive growth for the company. Since 2023, its revenue and net income have skyrocketed. While that's impressive growth, the trend is expected to last for more years. For fiscal year 2026 (ending January 2026), Wall Street analysts expect 63% revenue gro...