Applied Digital Stock 2026: $36B Leases, Rent Timing & Valuation
Applied Digital’s FY2026 numbers finally put real revenue behind the AI data-center story. But fit-out revenue, base rent, NOI, debt and live capacity tell very different stories.
- August 30, 2026
- by Novalis
- 14 minutes read
- 98 Views
Moderna Stock 2026: Phase 3 Cancer Vaccine Wins — Is the MRNA Rally Already Too Far?
Moderna’s Phase 3 melanoma trial with Merck met its primary and key secondary endpoints. MRNA now has real oncology proof, but Q2 revenue was only $0.1B and cash burn remains.
- August 30, 2026
- by Novalis
- 12 minutes read
- 79 Views
Nebius Stock 2026: AI Cloud Growth, $5.75B Debt & Valuation
Nebius stock has become one of the market’s hottest AI infrastructure trades. Revenue is exploding and capacity is sold out, but $5.75 billion of new convertible debt changes the risk..
- August 30, 2026
- by Novalis
- 19 minutes read
- 132 Views
IREN Stock After the 13% Earnings Crash: Is This Still a Bitcoin Miner — or the Next AI Cloud Giant?
IREN stock fell about 13% after FY2026 earnings even as AI Cloud revenue doubled sequentially and contracted ARR reached $4 billion. The real question is whether the company’s financing-heavy pivot.
- August 30, 2026
- by Novalis
- 15 minutes read
- 64 Views
PayPal Stock After the 13% Crash: The Buyout Is Gone. What Is PYPL Worth Now?
PayPal stock fell 12.7% after Stripe and Advent abandoned their takeover pursuit. The deal premium is gone; now PYPL has to be valued on cash flow, checkout economics, Venmo, buybacks.
- August 29, 2026
- by Novalis
- 10 minutes read
- 67 Views
Elastic Stock After Q1 2027: AI Search Is Accelerating — but Expectations Just Got Harder
Elastic beat expectations as cRPO and RPO grew faster than revenue. We analyze AI search, enterprise demand, margins, free cash flow and the valuation risk after ESTC's post-earnings surge.
- August 29, 2026
- by Novalis
- 10 minutes read
- 60 Views
Ulta Beauty Stock After Q2 2026: Strong Growth, Higher Guidance — and a More Complex Story
Ulta Beauty beat expectations and raised fiscal 2026 guidance. We examine comparable sales, Space NK, margins, buybacks, loyalty economics and what matters next for ULTA stock.
- August 29, 2026
- by Novalis
- 15 minutes read
- 71 Views
Salesforce Stock 2027: Agentforce, Claudeforce, cRPO & Valuation
Salesforce stock surged after Q2 FY27 as cRPO accelerated and Agentforce grew rapidly. But $2.53 of the $5.90 non-GAAP EPS came from strategic-investment gains. Here is what actually changed in.
- August 29, 2026
- by Novalis
- 14 minutes read
- 62 Views
Nvidia Stock After Q2 2027: The Numbers Are Absurd. The Margin Question Is Now the Real Story
Nvidia doubled quarterly revenue and guided to another record, yet NVDA reversed sharply after earnings. The real debate is shifting from AI demand to margins, financing quality and whether Nvidia.
- August 25, 2026
- by Novalis
- 13 minutes read
- 69 Views
Lufthansa-Aktie nach Q2 2026: 750 Millionen Euro Kerosin-Schock – ist der Absturz übertrieben?
Lufthansa steigert Umsatz und Stückerlöse, doch Kerosin und Streiks drücken die Q2-Marge massiv. Ist der Kursrückgang eine Chance oder ein Warnsignal?
