Cisco Q1 FY27: Record $18.5B Sales as AI Networking Targets $9B
Cisco delivered record Q1 FY27 revenue of $18.5B as Networking surged 43% and hyperscaler AI targets rose to $9B, expanding non-GAAP operating margin to 37.8%.
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Rocket Lab Q3 2026: Backlog Hits $3.6B as Space Systems Scales
Rocket Lab posted record Q3 2026 revenue of $267.8M and a $3.57B backlog, driven by 88% growth in Space Systems and $1B in new launch contracts.
Growth vs. Value Stocks: Cash Flow Duration and P/E Math
Understand the difference between growth and value stocks, from cash flow duration and interest rate sensitivity to P/E multiples and portfolio balance.
McDonald’s Operating Profit Rises 7% on Value Meals Push
McDonald’s Q3 2026 operating profit grew 7% to $3.59B as value meal promotions stabilized U.S. traffic and international licensed markets expanded.
CVS Health to Split in Two as Q3 Adjusted EPS Hits $2.09
CVS Health announced plans to separate into two public companies by 2028 as Q3 2026 revenue rose to $108.4B and full-year adjusted EPS guidance was raised.
Chipotle Q3 2026: Comps Rise 2.1% on Chipotlane Expansion
Chipotle posted 9.6% revenue growth to $3.3B in Q3 2026 as comparable sales rose 2.1% across three straight quarters of positive traffic.
Robinhood Q3 2026: Event Contracts Beat Crypto Drag
Robinhood posted record Q3 2026 revenue of $1.42B as event contracts surged over 6x to $173M, offsetting a 55% plunge in crypto transaction revenue.
Tracking Error vs. Tracking Difference: How Index Funds Diverge
Learn the critical difference between tracking error and tracking difference, how each metric is calculated, and why passive index funds diverge from benchmarks.
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.
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.