Know What's Happening in Large Cap Stocks
Know What's Happening in Large Cap Stocks
Qualcomm launches $20 billion buyback and lifts dividend to $0.92
Qualcomm unveiled a $20 billion share repurchase program and raised its quarterly dividend to $0.92 per share, aiming to bolster investor confidence as its smartphone business faces challenges.
EssilorLuxottica reported that it sold more than 7 million Meta‑powered AI glasses in 2025, more than tripling the combined 2023‑24 volume of 2 million units. The sales surge spans its flagship Ray‑Ban line and the newer Oakley smart‑glasses, driven by a $799 second‑generation model with gesture and neural controls. The company announced plans to double production to 20 million units by year‑end to satisfy rising demand. Meta has extended its partnership with EssilorLuxottica through 2034, cementing a long‑term wearable AI strategy.
Shopify reported fourth‑quarter revenue of $3.67 billion, topping forecasts, but earnings per share fell short at 48 cents versus the 51‑cent consensus. The company projected first‑quarter revenue growth in the low‑30% range and a free‑cash‑flow margin in the low‑to‑mid teens, slightly below...
Cloudflare’s shares jumped 5% after the company beat Q4 expectations, driven by surging demand for its edge networking and security services from AI agents like the viral Moltbot. The firm reported adjusted earnings of 28 cents per share on $615 million...
Dassault Systèmes reported a 5% drop in Q4 software revenue and flat full‑year sales at €6.24 billion, missing analysts’ €6.3 billion forecast. The earnings release triggered a share plunge of up to 21%, marking the company’s worst trading day. Management highlighted an industrial‑AI...
The author has refreshed his proprietary Amazon valuation model using the company’s latest 10‑K filing, projecting financial performance through 2026. The update incorporates recent trends in e‑commerce, cloud services, and advertising revenue streams. Detailed assumptions and calculations are hosted behind...
The latest "Talk Your Book" episode breaks down the three A’s shaping the U.S. economy—asset prices, artificial intelligence, and the affluent consumer. It highlights a widening market breadth and offers a framework for valuing the world’s largest firms. The discussion...
