To The Moon

$Medtronic PLC(MDT)$ is scheduled to report its fiscal third-quarter 2026 earnings on Tuesday, February 17, 2026, before the market opens. The company is currently in a "turnaround" phase, shifting from a slow-moving legacy giant to a more innovative, agile competitor. After a strong Q2 beat and raise, the market is looking for evidence that this momentum is sustainable. Earnings Expectations & Key Metrics Analysts expect a slight year-over-year dip in earnings despite a healthy jump in revenue. 1. Cardiovascular Strength (The Growth Engine) This is the most critical segment to watch. In Q2, Cardiac Ablation grew a massive 71%. Look for continued adoption of the Affera Sphere-9 (pulsed field ablation) and the Evolut FX+ TAVR system. If cardiova

The "AI scare trade" we have noticed is hitting the real estate services sector particularly hard because these companies operate on high-fee, labor-intensive business models. When AI tools (like those recently released by Anthropic) demonstrate an ability to automate complex tasks like financial research and legal document review, investors begin to fear "margin compression" — a fancy way of saying they think AI will force these firms to lower their fees or lose work to automation. In this article we would like to look at the breakdown of the situation as of mid-February 2026. Will the Panic Selling Continue? The consensus among market analysts is mixed but leans toward a "wait-and-see" stabilization. The Bear Case (Continued Selling): If subsequent economic data shows a significant drop

Google is funding its aggressive acceleration of its artificial intelligence (AI) infrastructure with 20B debt featuring 100-year bond. We think we might want to look at these two capital allocation questions: Is issuing $20B in long-dated (including 100-year) debt a smart strategic move for AI infrastructure acceleration? Does this reduce opportunity risk (runway extension) or increase financial risk (cash flow pressure)? In this article, we will try to break it down how we can look at them, Why 100-Year Debt for AI Infrastructure? Strategic Rationale Issuing ultra-long duration debt (e.g., 100-year bonds) is typically done when: Borrowing costs are attractive relative to expected ROI Management wants capital structure certainty The asset being funded has multi-decade relevance AI infrast

$Moderna, Inc.(MRNA)$ is scheduled to report its fiscal Q4 2025 and full-year results on Friday, February 13, 2026, at 8:00 a.m. ET. The company is currently in a high-stakes transition from a pandemic-focused entity to a diversified biotech platform. While recent "pre-announcements" in January have already shared some high-level figures, the official report will be the definitive signal for 2026 sentiment. Moderna’s (MRNA) Fiscal Q3 2025 earnings, reported on November 6, 2025, were a pivotal moment for the company. Despite a steep year-over-year revenue decline, the report was widely viewed as a "win" because the company demonstrated it could aggressively manage its transition into a post-pandemic business. Q3 2025 Financial Summary Moderna signi

$Rivian Automotive, Inc.(RIVN)$ is scheduled to release its Q4 and Full Year 2025 financial results on Thursday, February 12, 2026, after market close. After a volatile 2025 characterized by an 18% decline in annual deliveries and a strategic shift toward AI and mass-market production, this report is the "final bridge" before the highly anticipated R2 launch. Key Metrics to Watch Investors will be looking past the raw delivery numbers (which were already released in January) to focus on margins and the 2026 outlook. Rivian's fiscal Q3 2025 (reported November 4, 2024) was a landmark "bridge" quarter. It featured the company's first-ever positive gross profit, yet it was shadowed by a cautious narrowing of its annual guidance that highlighted the "d

$Pinterest, Inc.(PINS)$ is set to report its fiscal Q4 2025 earnings on Thursday, February 12, 2026, after the market closes. As of early February, the stock has faced significant pressure, trading near its 52-week lows (around $19-$20), making this a high-stakes report. Analysts have a "Moderate Buy" consensus, but recent price target cuts suggest a "show-me" story for investors. Q4 2025 Estimates & Key Metrics The market is looking for evidence that Pinterest’s AI-driven ad tech and "Pinterest Assistant" are actually translating into higher monetization. 1. The "Gen Z" Factor Pinterest has successfully pivoted to a younger demographic. Watch the Monthly Active User (MAU) growth specifically for Gen Z. If this segment slows, the long-term gro

$Coinbase Global, Inc.(COIN)$ is scheduled to report its fiscal Q4 2025 earnings on Thursday, February 12, 2026, after the market close. Coming off a year of shifting market dynamics, this report is seen as a "gut check" for the stock, which has faced significant downward pressure over the last month. Investors are increasingly looking past volatile trading fees toward the company's "everything exchange" evolution. Earnings Estimates & Expectations Wall Street has become increasingly cautious leading into this print, with the consensus EPS estimate revised downward by roughly 6% in the last 30 days. Coinbase reported its fiscal Q3 2025 results on October 30, 2025. It was a standout quarter that showcased the company's aggressive "Everything Ex

Considering the battery is the most critical component of an electric vehicle (EV), understanding its condition, technology, and management is essential for ensuring long-term satisfaction, reliability, and value in your next vehicle. The battery determines the vehicle's driving range, performance, and charging speed, and it represents a significant portion of the car's overall cost and resale value.  Here is why EV battery consideration is crucial for your next vehicle purchase: 1. It Dictates Real-World Range and Performance  Capacity Loss (Degradation): EV batteries, primarily lithium-ion, naturally degrade over time, losing maximum capacity. While modern batteries are designed to last, understanding that a 10%–15% loss might occur over several years helps manage expectat

We have seen another day of rebounce from the AI, so is this a dead-cat bounce or real turn? Can Cisco earnings change the way narratives played out? $Cisco(CSCO)$ is scheduled to report its fiscal Q2 2026 earnings on Wednesday, February 11, 2026, before the market opens. After years of being viewed as a "legacy" networking giant, Cisco has rebranded itself as a pivotal AI infrastructure play. Investors are increasingly bullish, with the stock recently trading near $85 and some analysts, like Evercore ISI, pushing price targets as high as $175. The Numbers to Beat (Consensus Estimates) Revenue: ~$15.11 billion (up ~8.1% year-over-year). Non-GAAP EPS: ~$1.02 (up ~8.5% year-over-year). Guidance (Q2 Range): Revenue of $15.0B – $15.2B; EPS of $1.01 –

$Shopify(SHOP)$ is set to report its fiscal Q4 2025 earnings on Wednesday, February 11, 2026, before the market opens. After a sharp recent sell-off (down ~30% in the last month), expectations are high for a "clearing event" where the company either validates its premium valuation or continues to face pressure from decelerating growth. Earnings Expectations (Q4 2025) Wall Street's consensus is looking for a strong holiday-quarter performance, though management has signaled a slight cooling in growth rates compared to the explosive momentum seen earlier in 2025. Shopify’s fiscal Q3 2025 results (reported November 4, 2025) were a masterclass in "the market is never satisfied." Despite delivering an "across-the-board" beat on revenue, GMV, and free c