September 26, 2026

USA

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.

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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.

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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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