What the selloff underweights is that Microsoft has run this play before — it absorbed margin compression during the first Azure buildout and methodically clawed it back as utilization improved — and this time it holds more levers. The first is silicon. Its Cobalt CPU is now d...
Read Article ›The market is pricing Match Group as a melting ice cube. The leading indicators say the ice has stopped melting — and the cash machine underneath is being badly underrated. Match Group is a portfolio of dating apps wrapped around two assets that matter and a long tail that mos...
Read Article ›General Dynamics ended the year with a backlog of $118 billion and an estimated potential contract value of $60.9 billion, representing management& 39;s estimate of additional value in unfunded indefinite delivery, indefinite quantity (IDIQ) contracts and unexercised options. ...
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