I start with the Dividend Triangle—multi-year trends in revenue, EPS, and dividends—to find steady compounders across cycles. Working capital timing, inventory builds, and one-offs can make great ...

Inflation, interest rates, and broader economic uncertainty have forced companies across many sectors to prioritize efficiency. In this environment, it can be particularly challenging for firms to ...

Big tech’s dramatic ramp-up in projected capital expenditures this year will all but wipe out free cash flow for Amazon, Google and Meta Platforms. That will force some of those companies to make some ...

BNP Paribas analysts said hyperscalers are entering a new phase of aggressive AI spending, with Microsoft Corp MSFT standing ...

Oracle (NYSE:ORCL) announced on Friday that it expects to raise $45 billion to $50 billion in cash this year through a ...

The AI arms race is heating up, and its effects are starting to show up where investors actually care – on the Big Tech balance sheets. According to UBS, global AI capex is now expected to hit $423 ...

Badger Meter is no high-flying tech growth story, but it is a profitable, growing tech capable of capital returns, and its ...

Microsoft stock slid 3.5% as slowing cloud growth, rising AI spending and a broader tech sell-off weighed on sentiment.

The magnitude of the cash savings from this summer’s federal tax legislation is starting to take shape at America’s biggest companies. AT&T recently said it expected $1.5 billion to $2 billion in cash ...

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the VictoryShares Free Cash Flow ETF (Symbol: VFLO) where we have detected ...

The race to fulfill the potential of quantum computing will be a marathon, not a sprint.