Mindblown: a blog about philosophy.
-
American Express Beats on Profit, Raises Outlook. Why the Stock Is Falling.
American Express beat earnings, raised its revenue outlook, and saw strong customer spending, but a slight revenue miss sent shares lower.
-
Can Lockheed Martin Deliver After Backlog Of Back-Breaking Missile Demand?
Lockheed Martin surged after blockbuster earnings as investors shifted focus from defense demand to production execution and future growth.
-
AMD Still Has Room to Run, UBS Says
UBS raised its AMD price target after the chipmaker boosted its AI outlook, reinforcing Wall Street’s confidence in its long-term growth story.
-
Intel’s Turnaround Gains Momentum. Wall Street Still Wants More Proof.
Intel crushed Q2 earnings and revenue estimates, but Wall Street remains divided on whether the AI-fueled rally still has room to run.
-
Southwest Airlines Stock Sinks Despite EPS Beat: Here’s the Catch
Southwest Airlines delivered a cheerful earnings report but buried beneath the celebratory language is a meaningful guidance cut.
-
Mispriced Qualcomm Stock Options May Provide a Sleeper Opportunity
While Qualcomm doesn’t attract as much attention as the semiconductor heavy-hitters, QCOM stock makes a compelling case for itself.
-
Northrop Grumman’s Aggressive Strategy Targets A Massive Defense Supercycle
Northrop Grumman’s record $104.7 billion backlog and higher guidance suggest long-term growth remains intact despite near-term margin pressure.
-
Morgan Stanley’s Trading Strength Fuels Wealth Management
Morgan Stanley posted record earnings, but the bigger story is how its Integrated Firm strategy is creating long-term recurring revenue growth.
-
Analysts See Buying Opportunity After Alphabet’s AI-Fueled Selloff
Alphabet beat earnings, but higher AI spending pushed shares lower as Wall Street weighed near-term costs against long-term growth potential.
-
Tesla’s Q2 Earnings Miss Overshadows Record Revenue and AI Progress
Tesla posted record revenue, but shrinking profits, falling margins, and heavy AI spending raise fresh questions about the company’s long-term outlook.
Got any book recommendations?