Company earnings, market shifts, and the numbers behind them. Read the analysis, check the sources, and form your own view.
On September 24, TLT showed a 5.41% SEC yield, a 4.90% trailing yield and a −6.15% year-to-date total return. What each number measures, why they differ, and the calculation that ties yield to rate risk.
The Fed's September hike and the Treasury curve tell different stories. A matched nominal-versus-real yield comparison shows what changed—and what it cannot prove.
Nvidia's Q2 sales rose while operating cash fell. A $20.1B increase in receivables-related cash use explains much of the gap, without proving customer default.
Binance's $100M investment and Arc's launch are real milestones. Circle's filings show why funding, paid distribution and repeatable earnings need separate tests.
Coinbase's stablecoin business cushions trading, but customer rewards and new shares complicate the benefit to shareholders. A Q2 filing check explains both.
Compare SKHY with Seoul shares using the depositary ratio and FX. Then separate an open conversion book from actual execution and premium risk.
Nvidia's Q1 FY2027 cash flow covered substantial investment and repurchases. Tax timing, share issuance and the completed Q2 result show why it was not a permanent run rate.
Micron's customer agreements protect some prices and volumes, not every profit margin. Read the contract limits, cash definitions and longer fourth quarter before extrapolating.
Netflix's ad outlook shows scale, not a separate profit margin. Here is how to read the company-wide earnings target and the one-off fee inside cash flow.
Tesla beat dated delivery and cash-flow expectations, yet Q2 investment outran operating cash. A source-backed comparison separates the surprise from the funding gap.
BAC's Q2 growth was broad, but Global Markets also supplied nearly half the NII increase. Separate overlapping revenue measures, costs and credit before extrapolating.
Citi's Q2 provision fell $350M while loan losses rose $170M. Follow the accounting bridge, the Cards counterexample, and September's updated return outlook.
Goldman's financing-and-fee revenue grew while its share fell. The four underlying lines explain more about Q2 earnings quality than a mix threshold does.
Read bank earnings from revenue to net income. A BAC–Citi worked example separates growth rates, profit dollars, provisions and the attribution line.
JPMorgan’s adjusted return removes investment gains, not the market cycle. Rebuild the Q2 revenue mix and test what the remaining earnings can sustain.
AMD's Q2 Data Center margin improved, but free cash flow fell. Separate accounting costs, equipment spending and payment timing before judging the AI ramp.
AI supplied about 84% of Broadcom's Q3 FY2026 revenue increase. A source-led breakdown shows software's contribution, upfront-license timing and concentration.
A practical guide to AI revenue claims: test Broadcom's forecast against its result, repair NVIDIA's growth comparison and keep Qualcomm's target in context.
NVIDIA and Broadcom already depend heavily on different AI-related businesses. Qualcomm has real revenue and an Amazon collaboration—but a separate financial ramp to prove.
Nvidia disclosed 18% networking growth in Q2. A $5.181B revision to Q1 customer categories explains why the old and new revenue tables cannot be mixed.
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