Polaris Held Guidance. The Operating Loss Disagrees.
Consider, for a moment, how the consensus story on Polaris Inc. (PII) is being told: management held its financial guidance on March 3, 2026, explicit…
cloud operating margin
If the PDT Rule Dies, What Does Robinhood’s $85 Actually Assume?
HOOD opened 2026 at $110.3. It dropped to $71.7 by late March. It sits at $85.1 now. The stock lost nearly 35% in roughly two months. It recovered a t…
D-Wave’s Interest Income Is Doing the Work Its Business Can’t
IonQ closed 2025 with a market narrative built on government contracts, photonic interconnect research, and DARPA visibility, the kind of external val…
Bloom Energy at $198.7: The Margin Gap the Oracle Story Doesn’t Close
3.6%. Bloom Energy’s annual operating margin for 2025, per its full-year earnings report. The stock sits at $198.7, up from $16 at its 52-week low.
T…
رهان “أوراكل” على خلايا الوقود هو الجزء الذي يستحق المراقبة
وصل الدخل التشغيلي لشركة “أوراكل” (Oracle) إلى 17.7 مليار دولار في السنة المالية 2025، ارتفاعاً من 15.4 مليار دولار في العام السابق. إن القفزة التي حق…
Oracle’s Fuel Cell Bet Is the Part Worth Watching
Oracle’s operating income reached $17.7 billion in fiscal 2025, up from $15.4 billion the prior year — and the stock’s 12.7% single-session surge in A…