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UnitedHealth: Why This Healthcare Giant May Keep Sinking For The Rest Of The Year (Archive) Margins and earnings are eroding while bearish price momentum shows no sign of pausing.
Microsoft: Why I Think It Is Poised To Beat Wall St.'s Margin Estimates (Archive) Copilot tailwinds and job cuts could drive stronger margins and upside surprise for Microsoft.
Amazon Q2 Preview: Can Prime Day Hype And AI-Fueled AWS Drive A Big Earnings Beat? (Archive) Prime Day hype masks discount-driven commerce deceleration and capex risks despite attractive valuation.
Alphabet Q2: AI Search & Cloud Doing Great, But Be Wary Of ROI On Big Capex Spends (Archive) AI-powered Search and Cloud are thriving, but escalating capex demands clear evidence of ROI.