Generating cash is essential for any business, but not all cash-rich companies are great investments.
Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Large-cap losers last week (Feb. 2–Feb. 6) were hit by weak earnings/guidance and analyst downgrades—led by Stellantis, Gartner, PayPal, Reddit, and Novo Nordisk.
We live in an era of momentum investing. Value investing – especially deep value investing – is out of fashion. As a result, nobody is interested in PayPal.
Buy now, pay later company Affirm (NASDAQ:AFRM) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 29.6% year on year to $1.12 billion. Its GAAP profit of $0.37 per share was 39.5% above analysts’ consensus estimates.
The era of "big data" has officially transitioned into the era of "actionable AI," and no company embodies this shift more prominently than Palantir Technologies (NYSE: PLTR). As of February 5, 2026, Palantir has evolved from a secretive, Silicon Valley outlier into a cornerstone of the S&P 500 and a primary engine for both national [...]
