Apple M6 & John Ternus: 2nm AI Silicon, Buybacks & Valuation
Apple enters a new CEO era just days after launching its first 2nm M6 chip. I examine why custom silicon, on-device AI and a $4.7 trillion valuation make the next.
- August 31, 2026
- by Novalis
- 15 minutes read
- 182 Views
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
- 141 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
- 118 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
- 196 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 29, 2026
- by Novalis
- 10 minutes read
- 103 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
- 15 minutes read
- 120 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
- 99 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 23, 2026
- by Novalis
- 9 minutes read
- 106 Views
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.
- August 23, 2026
- by Novalis
- 11 minutes read
- 134 Views
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.
