Mindblown: a blog about philosophy.
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Super Micro Raises FY2027 Revenue Target to $77 Billion, but Cash Flow Lags
Super Micro Computer is selling more AI infrastructure and improving its margins, the next leg of the bull case depends on turning that scale into cash.
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McDonald’s Delivers Q3 Earnings Beat, but Investors Should Be Patient
McDonald’s gave investors something to cheer about, even as it struggled to bring more U.S. customers through its doors.
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Pfizer’s New Drugs Grew 32% as $1.1 Billion in Patent Losses Loom
Pfizer needs to replace billions in revenue from older medicines while building a new portfolio capable of carrying the company into the next decade.
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SMCI Stock: Can a Massive Q3 Earnings Beat Spark a Powerful Rebound?
Super Micro (SMCI) has shown it can attract a crowd to the AI hardware party. Investors now want to see how much money it takes home.
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AMD Beats Q3 Estimates as Wall Street Bets on Its AI Opportunity
Advanced Micro Devices (AMD) delivered an earnings beat and outlined a future in which data centers could increasingly drive the business.
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4 Undervalued Stocks That Could Get a Boost from Holiday Spending
Here are four undervalued stocks that don’t get analyzed by the financial press but could get a lift from holiday sales.
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Apple Beats Earnings, but 3 Risks Weigh on AAPL Stock
The move in Apple stock after earnings presents a distinction between owning a strong business and buying its shares at an attractive price.
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Wall Street Sees More Upside for PLTR Stock After Q3 Earnings Selloff
Despite strong earnings, PLTR stock fell as investors focused on slower contract value growth and relatively flat remaining performance obligations.
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Analysts Still Love AAPL Stock Despite Tepid Q4 Earnings
The bullish case for AAPL stock rests on Apple’s ability to keep customers engaged and give them reasons to upgrade or purchase additional services.
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Palantir’s Commercial Revenue Breakthrough Raises the Stakes for PLTR
Palantir’s U.S. commercial business is now larger than its government business, but can it turn those contracts into sales without sacrificing its margins.
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