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Is Microsoft Over-Earning on OpenAI?

Microsoft booked $24.1 billion from OpenAI in FY2026, nearly a quarter of Azure revenue, raising questions over finite, high-margin contributions to earnings growth.

MSFT $4T

MBI Deep Dives 33m ago

2h ago RTX $247B

RTX Corporation (NYSE: RTX) Q3 FY12/26 Earnings Update - Accumulate, Record $340bn Backlog, Zones And Stop Inside

Cestrian Capital Research 1 click

4h ago HEI $43B

Heico Corporation

D Invests 1 click

From X

@calvinblissett Sep 24

Calvin Blissett on X

To me that is not true and one of the common misconceptions on $BMBL, like someone insightfully mentioned word of mouth is a powerful thing. Especially in today’s day and age. Here is a real world scuttle butt example: I was talking to a girl about here boyfriend and how they met and how she meets guys. She said hinge, instagram tinder. She said hinge for dating, tinder for hook ups. If she mentions Bumble for dating that is a huge endorsement and whoever hears it is virtually certain to try Bumbls. If $BMBL is continuously successful at providing quality matches (Whitney’s goal) it will gain new users->leading to potentially more subscribers->leading to potentially more lost subscribers due to success->who will spread the word and create more inflowing subscribers than out flowing. Word of mouth may be the most powerful advertising force

@calvinblissett Sep 24

Calvin Blissett on X

@Benceno88 @grok is this good for $KSPI and how first and second order effects

@stockgutter Sep 24

SG on X

$QFIN large $5.3m insider sale by director Andrew Yin on Form 144 https://t.co/0smh9n3GJy

@kab604 Sep 24

kab60 on X

"[Biggest] divergence [in decades] between survey data and [consumer behaviour]. This has been going on for a couple of years ... A lot of success in our full-size trucks and SUVs. And no sign of that abating ... The consumer has maintained a strong level of resiliency" - $GM CFO https://t.co/QYQaIS0a6l

@mavix_leon Sep 24 1 click

mavix on X

Shelly Group $SLYG has entered into an investment agreement with Schneider Electric on the intended Takeover Offer for EUR 70 per share. Both founders of Shelly (57%) support the offer. The minimum acceptance threshold is at 95%. https://t.co/376eqqB2x6

@leevalueroach Sep 23 1 click

Lee Roach on X

Wall Street is sleeping on $GME https://t.co/x35RBIivhJ

@SowingAlphaSeed Sep 23 3 clicks

Farmer on X

I'm not very interested in buying $MCD because I think they've lost their core competency, which is being efficient. Their product now costs a lot and isn't delivered nearly as quickly as Chick-fil-A.

@BlueDuckCap Sep 23 1 click

BDC on X

Yes. Minority specs investors get in line. 7k patents. No puck. Who wants to do the sotp for $snap when they get the $5B (at least) mark on Specs? Is 2.5x ebitda cheap? https://t.co/Y3kEu8rObr

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Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Update - Accumulate, Record Backlog, Zones And Stop Inside

Northrop Grumman posted 7% Q3 sales growth to $11.1 billion, lifted profit guidance and reached a record $109.6 billion backlog, led by…

NOC $68B

Cestrian Capital Research 4h ago 1 click

Disney: Century-Old Franchises at 14x Forward Earnings

Disney trades at 14x FY27 consensus EPS of $7.50 as parks, merchandise and streaming rebuild its franchise flywheel.

DIS $192B

Latticework by MOI Global 4h ago 1 click

AGI Inc: The Bargain Is Even More Attractive

AGI Inc trades at 5.6x earnings after a 35% post-IPO decline, despite roughly 30% ROE and resilient INSS payroll-loan growth.

AGBK $1.1B

Multiplo Invest 5h ago

[scuttleslops] AMZN, MTCH, SPOT, Open vs. closed models

Amazon’s fulfillment network and customer-review base limit autonomous AI shopping agents, whose referrals generate under 0.5% of major…

AMZN $2.7T

scuttleblurb 5h ago 1 click

Taiwan Semiconductor: The Margin Peak That Isn't

TSMC says 2nm ramp costs and overseas fabs are temporarily pressuring gross margin as AI demand keeps semiconductor supply tight.

TSM $2.2T

Gil Rotstein 6h ago 1 click

Monte Investments Market Brief Vol. CXXXII

CoreWeave and neocloud peers face financing pressure, but sold-out GPU capacity and rising H100 and B200 rental rates support continued AI…

CRWV $34BMYRG $4.4B

Monte Independent Investment Research 6h ago 1 click

Urban Outfitters: Nuuly Is More Valuable Than Its Margins Suggest

Urban Outfitters' Nuuly subscription service grew sales 28.6% and reached a 10.1% operating margin, with management targeting $700 million…

URBN $7.5B

IWA Research 7h ago 1 click

Group 1 Automotive: The Debt Stress Test

Group 1 Automotive’s $1.25 billion Atlanta borrowing lifts net corporate debt to about $4.4 billion; a 2009-style downturn leaves it near…

GPI $2.9B

Cannibal Stocks 9h ago 3 clicks

Copper Fox Metals: Research Flash

Copper Fox’s C$9.1 million Schaft Creek program advances metallurgical, tailings, water and road studies toward a pre-feasibility study,…

TECK $31B

Atrium Research - Equity Research 17h ago 1 click

Muse Spark Open, Meta + Apple, Thin and Thick

Meta and Apple are partnering to run Meta’s open-source Muse Spark model locally on Apple devices.

META $1.8TAAPL $5T

Stratechery by Ben Thompson – On the business, strategy, and impact of technology. 17h ago 1 click

WD #360: New Trade, Recent Market Action, Brazil/Inter Update

Atlassian is sold after a 130% gain, while iShares MSCI Indonesia ETF is added following the market plunge; the update also assesses the…

TEAM $52B

Ian’s Insider Corner 18h ago 11 clicks

Northrop Grumman (NYSE: NOC) Q3 FY12/26 Earnings Preview - Accumulate Rating, Zones And Stop Inside

Northrop Grumman reports Q3 2026 on October 20 with a $105 billion backlog, up 16% year over year, and trades at 23 times trailing…

NOC $68B

Cestrian Capital Research 22h ago 3 clicks

Nebius: The Pullback Strengthens The Case For An AI Infrastructure Champion

Nebius reported Q2 revenue growth of 454% and $3 billion ARR, targeting 5GW of AI capacity by 2030 after a Palantir partnership.

NBIS $56B

Salix Research 23h ago 10 clicks

AppLovin Deep Dive

AppLovin rebuilt its ad model with AXON 2.0, lifting LTM revenue to about $7 billion and margins to 77% as Unity competition threatens ad…

APP $88BU $19B

Speedwell Memos 23h ago 38 clicks

Meta’s GEM, Part 2: Finding the Scaling Law

Meta’s GEM trains smaller ad-ranking models across its platforms, with Kunlun showing performance scaling predictably as compute rises.

META $1.8T

MBI Deep Dives 25h ago 8 clicks

LXS.DE: a 2028 sale it can force

Lanxess can force Advent to buy at least half its Envalior stake in April 2028, potentially raising about €745 million to reduce net debt.

LPTH $525M

Trade Ideas Flow 29h ago 14 clicks

Sell Eagle Point Credit Now - Match The Loss With Portfolio Gains To Lower Income Taxes

Eagle Point Credit's NAV is down 25% YTD and shares nearly 50%, while its expense ratio climbed to 9.21% despite a 25% yield.

ECC $379M

Anthony Cataldo 30h ago 3 clicks

The Agentic AI Roadmap for SaaS

SaaS companies including Salesforce, ServiceNow, CrowdStrike, Synopsys and Veeva are ranked by agentic AI progress, from pilots to…

CRM $197BCRWD $233B

Jimmy's Journal 30h ago 16 clicks

Build-A-Bear: A Narrower Path

Build-A-Bear's push into prestuffed toys and broader retail distribution tests brand stretchability, but recent results warrant caution.

BBW $317M

TSOH Investment Research 31h ago 13 clicks

The Monday Morning Briefing: Meta, Tesla, Netflix, P&G on Deck

Lennar’s land-bank costs pressure homebuilding margins, while Flowers Foods weighs a Tastykake sale after falling branded-bread share,…

LEN $18BFLO $1.3B

Latticework by MOI Global 33h ago 27 clicks

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