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Meta’s shares slide even as its ad business keeps getting stronger, and the big hit comes from heavy spending and a couple of messy, one-off costs. The real question is whether that spending builds a long-term advantage or turns into a money sink—and what that means for adding more shares versus simply holding.Read more

Robo.ai teams up with an Abu Dhabi partner to build a new group that sells robots and AI software to governments and operators of critical infrastructure across the Gulf and beyond. The big question is whether this push into security-focused, high-stakes projects can turn “made in the UAE” manufacturing and full end-to-end systems into durable growth.Read more

TLDR: VISN trades at $11.83 with roughly $1.88 billion of cash and zero debt after closing the sale of its Ruckus division to Belden on July 1. That is about ~$8.31 a share in cash, and the board has committed to pushing most of it out the door as a dividend by August 30.Read more

Alibaba is one of the few large-cap companies in the world where there appears to be a meaningful gap between market perception and the underlying value of its assets. At current prices, many investors still view Alibaba primarily as a Chinese e-commerce company.Read more

The company behind Nigeria’s stock exchange could see a lift as more everyday people start investing through easy-to-use apps and big local brands consider joining the market. A steady base of income from trading activity may help, but the big boost depends on whether those headline listings actually happen.Read more

Vertiv stumbles on earnings day even after strong growth and a higher outlook, suggesting the stock price may be driven more by hype and forced buying than by the business itself. The key question now is whether the selloff actually makes it a good deal—or just a less expensive version of an already pricey favorite.Read more

Eli Lilly’s weight-loss and diabetes medicines keep driving rapid growth, and a new treatment in late-stage testing could make that lead even bigger. The catch is that tougher competition and tighter drug pricing could squeeze profits, so the next round of trial and approval news matters.Read more

Microsoft’s heavy spending is scaring the market, but the real story may be that customers want more cloud and AI capacity than the company can deliver. The bigger question isn’t whether the spending is reckless—it’s what happens if demand cools or regulators step in.Read more

☁️ Business Overview Key Metrics Total: 12/17 +2 ✅✅ Projected Operating Margin: 50% +1 ✅ Projected 5-Year Revenue CAGR: 16% +2 ✅✅ Last 5-Year ROIC: 26.49% +1 ✅ Estimated Cost of Capital: 10.94% (lower than ROIC) +1 ✅ Last 5-Year Shares Outstanding CAGR: -0.25% +1 ✅ Projected 5-Year EPS CAGR: 13.65% +0 ⚠️ Projected 5-Year Dividend CAGR: 8.07% +2 ✅✅ Moody's Debt Rating: Aaa +2 ✅✅ Morningstar Moat: Wide +0 ⚠️ Morningstar Uncertainty: Medium Microsoft is one of the best companies there is, and the above metrics show exactly that. Some of these metrics are extrapolations from the current situation of the business, its expansion or disengagement from certain business segments and my assumptions for the future of the company that I will proceed to explain in detail during the Business Valuation section below.Read more