Amazon (AMZN) Has a $25B Chip Business. Is the Cash Burn Worth It?

Most people think of Amazon (NASDAQ:AMZN) as the place their packages come from. The part of the company drawing the most ...

Microsoft (MSFT) Built a $100B Azure. Can It Outrun Its Own Spending?

When Microsoft (NASDAQ:MSFT) reports again later this month, one line will draw more attention than the rest: how fast Azure ...

Lockheed Martin (LMT) Trades Below Its Historical Average: Bargain or Defense Trap?

A year ago, Lockheed Martin (NYSE:LMT) was a defense giant paying for its own mistakes. In the second quarter of 2025 alone, ...

Ford (F) Is Freeing Itself From EV Overhangs. Is the Stock a Buy at 6x Earnings?

Ford (NYSE:F) has spent the past year cutting loose the costliest pieces of its electric-vehicle bet, and the payoff is ...

General Motors (GM) Raised Guidance Twice This Year. Why Is the Stock Still So Cheap?

General Motors (NYSE:GM) has raised its full-year profit outlook twice this year. Its stock still trades at a multiple most ...

Is Cameco (CCJ) a Buy Before the Westinghouse Spin-Off?

Cameco’s mines had a solid second quarter of 2026. Its headline profit didn’t look that way. Net earnings came in at just ...

What is Union Pacific’s (UNP) Economic Moat, and is it Widening or Narrowing?

Union Pacific Corporation (NYSE:UNP) closed at $282.36 on October 13. The stock has returned 12.3% over the last six months, ...

Marsh McLennan (MRSH) vs Aon (AON): Which Insurance Broker is a Better Buy?

Marsh & McLennan Companies, Inc. (NYSE:MRSH) closed at $177.01 on October 13. The stock has returned 2% over the last six ...

What is American Water Works’ (AWK) Economic Moat, and is it Widening or Narrowing?

American Water Works Company, Inc. (NYSE: AWK) closed at $130.05 on October 13. The stock has returned -3.2% over the last ...

IBM: Is Customer Financing Flattering Its Cash Recovery?

International Business Machines Corporation (NYSE:IBM) generated $7.77 billion of first-half 2026 operating cash flow, up ...

Cisco (CSCO): Can Its Earnings Recovery Turn Into Lasting Cash Growth?

Cisco Systems, Inc. (NASDAQ:CSCO) has an opportunity to turn artificial-intelligence infrastructure spending and network ...

Nasdaq (NDAQ) Can Index Growth Hold Up Without a Rising Market?

Year-over-year index revenue growth accelerated from 14% in the first quarter to 38% in the second quarter of 2026. That strengthens the investment case, but asset-based licensing fees rise with ...