Strategy, analysis and practical guidance for building and protecting long-term wealth.
Sep 1, 2026
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3 min read
The government contractor delivered an earnings beat and stronger outlook, while book-to-bill remained below one—a tension investors should watch closely.
Wall Street expects extraordinary growth tomorrow. The quality of the quarter will depend on both custom AI silicon and the recurring software business built around VMware.
Investors expect another quarter of rapid growth. The harder question is whether platform adoption can produce durable margins and cash flow.
4 min read
AI server demand has transformed Dell’s growth outlook. Tonight’s results need to show how much of that demand can become durable profit.
A strong fiscal first quarter featured double-digit growth across major businesses—but an extra week means investors should separate momentum from calendar help.
The new $150 price target rests on a broader thesis: Robinhood can turn a large customer base into a multi-product financial platform.
