Archive

Year: 2026

All Year: 2026 Articles

Newest first · Page 327

Amazon’s AI Capex Is Paying Off and I’m Buying

Amazon is spending at a scale that makes most investors nervous, but the cash flow charts tell a story that has me adding to my position every quarter. Here is why I see a…

Alex Sirois · 1 month ago

Nobody Cancels These Contracts: Rollins, Rentokil and Ecolab

Pest control and sanitation companies sell contracts that customers keep renewing even when share prices collapse, and two of these three stocks are down sharply this year while their retention numbers barely flinched.

Chris Lange · 1 month ago

Adobe’s Rollercoaster Ride Continues: Who’s Buying?

Adobe keeps beating earnings estimates while its stock collapses, leaving investors to wonder whether Wall Street is pricing in a threat that may never materialize or a disruption that already has.

Alex Sirois · 1 month ago