September 26, 2026

Global Deep Dives

Target Stock After Q2 2026: A Real Turnaround Behind a $1.65 Tariff Windfall

Target’s Q2 2026 showed real improvement in traffic, digital sales and margins, but a $1.65-per-share tariff refund inflated headline EPS. Here’s what the recovery is worth.

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Airbnb Stock After Q2 2026: Growth Is Reaccelerating—And the Product Is Becoming Bigger Than Stays

Airbnb revenue grew 17% and free cash flow reached $1.3 billion in Q2 2026. I examine app growth, Services and Experiences, margins, regulation and ABNB valuation.

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Caterpillar Stock 2026: 2GW AI Power, Backlog & Valuation

Caterpillar delivered its first $20 billion-plus quarter as sales rose 24% and adjusted EPS reached $8.17. I examine Power & Energy, backlog, margins, tariffs and CAT valuation.

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Eli Lilly Stock 2026: Foundayo, Retatrutide, Zepbound & Valuation

Eli Lilly’s Q2 revenue jumped 48% to $23 billion as Mounjaro and Zepbound dominated growth. I examine obesity economics, pipeline depth, pricing, manufacturing and LLY valuation.

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Coinbase Stock After Q2 2026: The Exchange Is Becoming Infrastructure

Coinbase reached record crypto trading market share, $20 billion of average USDC held and 48% of net revenue from subscriptions and services. I examine the Everything Exchange thesis and COIN.

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Uber Stock After Q2 2026: The Cash Machine Is Here—Now Robotaxis Become the Real Test

Uber generated $2.8 billion of Q2 free cash flow and more than $10 billion over the last twelve months. I examine platform economics, delivery, robotaxis and UBER valuation.

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Apple Stock 2026: Q3, Services, Siri AI & Valuation

Apple delivered record June-quarter revenue of $109.4 billion, with iPhone, Mac and Services all setting records. I examine Services, Siri AI, tariffs, margins and AAPL valuation.

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Microsoft Stock 2026: Azure +43%, $678B Backlog — Is the AI Capex Boom Still Worth It?

Microsoft FY2026 revenue reached $331.8B, Azure grew 43% and commercial RPO hit $678B. The question for MSFT is whether AI capex can keep earning premium returns.

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Meta Stock 2026: Muse AI, $130B+ Capex, Ads & Valuation

Meta’s Q2 revenue rose 28%, but capex climbed above $31 billion and free cash flow nearly vanished. I examine AI monetization, margins, Reality Labs and META valuation.

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AMD Stock After Q2 2026: AI Revenue Is Exploding—But Nvidia Still Sets the Bar

AMD’s Q2 revenue jumped 50% and Data Center sales more than doubled. I examine Instinct, EPYC, Helios, margins, AI economics and whether AMD stock still offers value.

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