Microsoft Offers 60,000 Buyouts to Fund AI CapEx Pivot
Microsoft offers voluntary buyouts to 60,000 workers to trim operating expenses and fund surging AI infrastructure CapEx. What it means for MSFT stock.
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Nvidia AI Software GPU Licensing Fees: How the Model Works
Nvidia’s AI software licensing model carries list prices up to $4,500 per GPU annually, creating high-margin recurring revenue alongside chip hardware.
Lockheed Martin Posts Record $292B Backlog, Raises 2026 Outlook
Lockheed Martin reported Q3 2026 sales of $20.7B, up 11%, driven by a record $292B backlog and PAC-3 interceptor awards, raising full-year profit guidance.
American Express Posts Record $20.1B Q3 Revenue, Raises 2026 Guidance
American Express posted record Q3 2026 revenue of $20.1B and raised full-year EPS guidance to $18.30–$18.60 on strong cardholder spending and credit quality.
Why Humana and UnitedHealth Are Dropping 1M Medicare Members
Humana and UnitedHealth are dropping Medicare Advantage plans for nearly 1M seniors. Here is how insurers are shedding members to protect profit margins.
Western Digital Q1 Gross Margin Hits 58% on AI Cloud Storage
Western Digital posted Q1 FY27 revenue of $4.38B as gross margin surged to 58.1% on cloud storage demand, lifting free cash flow to $1.38B.
Meta Q3 Revenue Hits $64.6B, Sets Class C Non-Voting Dividend
Meta Platforms reported Q3 2026 revenue of $64.60 billion and announced a 1:1 non-voting Class C stock dividend to fund multi-year AI capital spending.
Lam Research Q1 Revenue Hits $8.22B on AI Chip Demand
Lam Research reported Q1 FY2027 revenue of $8.22B, up 22% sequentially, driven by AI semiconductor demand, leading-edge systems, and 40.2% operating margin.
Netflix Q3 Margin Surges to 34.6% as 2026 Ad Outlook Trimmed
Netflix reported Q3 2026 revenue of $12.87B with operating margin hitting 34.6%, while lowering full-year ad revenue expectations to $2.7B on slower rollout.
Red Robin Closes $115M Refinancing and Refranchising Push
Red Robin Gourmet Burgers completed a $115M credit facility and monetized 108 restaurants for $89.4M, reshaping its debt profile under the First Choice Plan.