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.
- August 23, 2026
- by Novalis
- 9 minutes read
- 70 Views
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.
- August 23, 2026
- by Novalis
- 10 minutes read
- 111 Views
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.
- August 23, 2026
- by Novalis
- 11 minutes read
- 141 Views
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.
- August 23, 2026
- by Novalis
- 16 minutes read
- 189 Views
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.
- August 23, 2026
- by Novalis
- 15 minutes read
- 103 Views
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.
- August 23, 2026
- by Novalis
- 16 minutes read
- 65 Views
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.
- August 23, 2026
- by Novalis
- 16 minutes read
- 79 Views
Palantir Stock 2026: 93% Growth, Google AI Risk & Valuation
Palantir’s Q2 2026 revenue grew 93% as U.S. commercial sales surged 149%. I examine AIP economics, margins, valuation, risks and what PLTR must deliver next.
- August 22, 2026
- by Novalis
- 10 minutes read
- 71 Views
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.
- August 22, 2026
- by Novalis
- 10 minutes read
- 55 Views
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.
