Meta: 2Q26 Business Update
Meta's 2Q26 revenue rose 27%, but capex, depreciation and nascent cloud and AI ambitions raise margin and return risks as it maximizes 2026–27 compute capacity.
Friday, July 31, 2026
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This Stock Just Got Cheaper on Better Numbers
A debt-free American manufacturer now trades at roughly 7x annualized Q2 EBITDA, with $7.35 per share in net cash and a tender floor 18.5%…
Meta 2Q'26: Not Amazing, Not Bad, and Still Compelling
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[scuttleslops] ODFL, AMD, INTC, CDNS, URI, VRSK, KNSL, WSO
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Google’s AI Return on Investment
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DoorDash: The Infrastructure of Local Commerce
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Under the Hood - Adobe Inc. ($ADBE)
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$PRKS: SeaWorld, an 8% cash yield, and a possible 80% short squeeze | Hawkins Entrekin
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Boston Scientific Has to Keep Buying the Future
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CBT · short Cabot CORP
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DoorDash
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The Fleet Owners' Push for Aggregating Demand
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Texas Instruments 2Q'26: Not Another Head Fake
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Clear the DEC?
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[scuttleslops] CDNS, SNPS, TREX, WISE, Class I Rails, China
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$CBZ: stop the buybacks and restart the M&A flywheel? | Reference Equity
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Under The Hood - Sprouts Farmers Market, Inc.
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U-Haul Bought at the Top
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[scuttlebits] CPRT, ADBE, FIG, NVDA, QCOM, FDS, Memory chips
Copart’s returning CEO Jay Adair plans to restart European expansion and build domestic whole-car sales on its global buyer network amid…
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