• The most common thing said about Intel in 2026 is that the turnaround is finally showing up in the numbers. It is not, at least not in the number that matters most. Intel’s second quarter carried a GAAP net loss of $11.0 billion against $2.2......

  • Palantir is supposed to be the most expensive stock in the S&P 500. It is also, over the last twelve months, one of the most disappointing — and those two facts are the same fact. At $189.67, PLTR is up 5.9% over a year and......

  • SanDisk is up 1,786% in twelve months and the market has decided its earnings are fake. That is not editorialising — it is what the multiple says. At $1,777.80, against company guidance of $44.00 to $46.00 of non-GAAP earnings per share for the current quarter......

  • Lowe’s has entered a partnership to roll out a new service for customers as it faces weak demand in its stores.  In the second quarter of this year, the home-improvement chain’s comparable sales only increased 0.2% year over year, according to its latest earnings report.......