September 26, 2026

Global Deep Dives

Keysight Stock After Q3: AI Test Demand Is Exploding—And So Is the Multiple

Keysight’s orders topped $2 billion as AI and high-speed networking drive test demand. Q3 earnings, cash flow, risks and valuation.

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Ross Stores Stock After Q2: A Great Quarter With a Tariff-Refund Asterisk

Ross Stores delivered 10% comps and strong traffic, but tariff refunds boosted EPS. An analysis of core margins, growth and valuation.

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Analog Devices Stock: AI Growth Is Real. At This Price, It Has to Last.

Analog Devices is accelerating across industrial and AI data-center markets. Q3 results, cycle risks and ADI stock valuation analyzed.

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Deere Stock After Q3: The Farm Trough Is Here—So Why Is the Stock Rising?

Deere says 2026 may mark the farm-cycle bottom, while construction is booming. A deep analysis of Q3 earnings, risks and valuation.

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Bitcoin Near $80,000: Why the Rally Is About More Than Crypto Regulation

Bitcoin’s run toward $80,000 reflects more than friendlier regulation. Treasury plumbing, yields, the dollar, regulated access and positioning all shape the move.

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Walmart Stock After Q2 FY2027: A Better Business With Little Room for Ordinary

Walmart’s e-commerce, advertising, marketplace and membership layers are growing quickly. The hard question is whether a 36.6× P/E already prices in the transformation.

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Homerun Resources Stock: The Project Is Getting More Credible—and the Financing Risk More Expensive

Homerun Resources is moving its Brazilian solar-glass project toward financing and industrial partnerships. The opportunity is real, but dilution remains the decisive risk.

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Why Rising Bond Yields Crush Growth Stocks: The Valuation Math Investors Often Miss

Why do growth stocks fall when Treasury yields rise? I break down discount rates, equity duration, valuation math and the cases where higher yields do not mean lower stock prices.

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Micron Stock: AI Memory Has Turned a Cyclical Business Into a Scarcity Trade

Micron’s HBM boom has transformed margins, cash flow and customer contracts. I examine whether the stock still offers value after its extraordinary 2026 rerating.

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