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.
- August 21, 2026
- by Novalis
- 14 minutes read
- 60 Views
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.
- August 20, 2026
- by Novalis
- 10 minutes read
- 84 Views
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.
- August 20, 2026
- by Novalis
- 9 minutes read
- 107 Views
Amazon’s $220 Billion AI Capex: AWS Growth Is Strong Enough—For Now
AWS growth accelerated to 37% while Amazon lifted 2026 capex to $220 billion. I examine backlog, free cash flow and whether the spending still creates value.
- August 20, 2026
- by Novalis
- 9 minutes read
- 90 Views
Tesla Cybercab Is Finally Moving. The Stock Still Needs Robotaxi Economics.
Tesla is preparing its Cybercab rollout while capex surges and auto margins stay weak. I examine what robotaxi economics must deliver to justify the valuation.
- August 20, 2026
- by Novalis
- 9 minutes read
- 73 Views
Nvidia’s $105 Billion OpenAI Guarantee: When Chip Demand Starts Financing Itself
Nvidia may guarantee up to $105 billion for an OpenAI data-center lease. I examine what this says about AI demand, circular financing and Nvidia’s valuation.
- August 20, 2026
- by Novalis
- 11 minutes read
- 63 Views
Amazon: AWS Is Accelerating. The AI Capex Bill Is Accelerating Faster.
AWS growth accelerated sharply in Q2, but Amazon’s AI infrastructure spending pushed free cash flow negative. I examine whether the investment cycle is creating enough value.
- August 20, 2026
- by Novalis
- 13 minutes read
- 58 Views
Nvidia Stock After Q2 FY2027: $96 Billion of Revenue—and the Working-Capital Shadow
Nvidia’s Q2 FY2027 revenue reached $96.2 billion. A close look at margins, cash conversion, AI financing, China risk and the $5.09 trillion valuation.
- August 20, 2026
- by Novalis
- 10 minutes read
- 59 Views
Marvell’s Google AI Chip Deal Is Huge. The Dilution Is the Price of Admission.
Google’s custom-AI-chip agreement could generate enormous revenue for Marvell, but the warrant can also dilute shareholders. I examine what the deal is really worth.
- August 20, 2026
- by Novalis
- 11 minutes read
- 76 Views
Tesla’s Cybercab Launch Is the Test the Valuation Can No Longer Avoid
Tesla is preparing a broader Cybercab rollout while auto margins remain thin and AI spending rises. I examine what robotaxi economics must deliver to justify the valuation.
