valuation

Apple Stock After Q3 2026: Services, Siri AI and the Question of How Much Growth a $3 Trillion Company Can Still Find

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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Walmart Stock After Q2: The Retail Giant Is Quietly Becoming a Higher-Margin Digital Business

Walmart’s Q2 FY27 reveals a stronger profit mix: e-commerce, advertising, marketplace, fulfillment and membership are changing the economics—but valuation remains demanding.

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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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Why Rising Bond Yields Hit Tech Stocks So Hard: A Practical Duration Guide

Long-term bond yields are rising and tech stocks are selling off. Here is the valuation math behind duration, discount rates and why growth shares react so violently.

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