Mindblown: a blog about philosophy.
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Costco Q4 Earnings Beat Has a Catch Investors Should Know
Coming out of earnings, the question is whether Costco can turn steady customer demand into stronger earnings from its regular operations.
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Google’s Bold Suncatcher Project Could Transform AI Data Centers
Google’s Project Suncatcher sounds futuristic but is a key test as to whether the hardware can operate in orbit.
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Costco Is Squeezing More Profit From A Slowing $94 Billion Sales Machine
Costco is growing revenue and profits, but it must show investors it can keep doing that as the sales engine loses some speed.
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What Wall Street Wants to See from Carnival’s Q3 Earnings Report
Carnival could deliver solid revenue but needs to provide forward guidance that gives investors confidence that it can manage its cost pressures.
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Warby Parker (WRBY) Faces More Pain as the Bear Case Builds
While there’s nothing that can be stated that would take the risk away from betting against WRBY stock, there’s something speculators should consider.
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Oracle’s Jupiter Warning Puts a Premium on Neocloud Stocks
Oracle’s warning about potential delays at its massive Project Jupiter data center is putting a new spotlight on neocloud stocks.
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Darden’s Small Q1 Earnings Miss Masks an Olive Garden Slowdown
Darden is growing, but its biggest chain is moving slowly. Investors will be watching to see whether Olive Garden can close some of the gap.
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Treasury Yields Are Rising – Why That Matters Beyond Washington
Higher Treasury yields are a problem for bond traders the federal government, and for households, but they could be attracted to savers.
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Cintas Earnings: Why Its $545 Million Buyback Matters At 35X Earnings
Cintas is continuing to acquire shares when the company is already trading at a significant premium and is looking to fund its planned acquisition of UniFirst.
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LongHorn’s Explosive Growth Is Powering Darden’s Portfolio
Darden has a clear path to continue to ramp up its earnings within its current structure if LongHorn continues to drive sales and margin gains.
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