Mindblown: a blog about philosophy.
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Boeing’s $745 Billion Backlog Is Waiting on a Production Plan
Boeing has strong demand and is generating cash again, but production must improve enough to deliver the financial recovery investors expect.
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FedEx Raises Its Forecast, but a 55% Profit Drop Clouds the Win
The next few quarters will show whether FedEx can deliver consistent profit growth from its reshaped business.
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Microsoft’s 48% Azure Growth Comes With a $45 Billion Bill in Q1
Microsoft is generating substantial cash from its business while committing more of it to the infrastructure needed to keep growth going.
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Shell Announces $5 Billion Buyback After Blowout Earnings
Shell’s Q3 shows the earning power of its business during a severe supply squeeze but the unusually favorable environment won’t be permanent.
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Freeport-McMoRan Stock: A Copper Trade and a Long-Term Investment
Freeport-McMoRan’s Q3 showed a company earning more on less volume. The numbers are real, but they don’t change the long-term demand picture.
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3 Bullish Analyst Ratings for Apple, Amazon, and AMD
Bullish analyst ratings can help investors identify stocks with improving growth prospects, favorable industry trends, or upcoming earnings catalysts.
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SK Hynix Turns Surging AI Demand Into Bigger Shareholder Rewards
After a strong quarter, SK Hynix must continue to turn customer commitments into profitable shipments while funding expansion and returning cash.
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More Customer Money, Less Profit: Robinhood’s Latest Challenge
Robinhood has plenty to build on including rising deposits, but investors are looking more closely at what the company earns from those assets.
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More Customer Money, Less Profit: Robinhood’s Latest Challenge
Robinhood has plenty to build on including rising deposits, but investors are looking more closely at what the company earns from those assets.
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PayPal’s 6% Payment Growth Hides a Troubling Revenue Gap
Until PayPal can show stronger monetization translates into better operating income and cash generation, its turnaround remains unfinished.
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