Broadcom is a poster child for operating efficiency. It earns excellent operating margins and generates enormous cash flow. It is particularly strong at acquiring companies and trimming excess ...

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Nutanix benefits from the multi-year secular tailwind of hybrid multi-cloud adoption. Click here to read an analysis of NTNX ...

We think IBM’s financial strength is stable. The company has a solid cash balance of $15 billion at the end of 2024. Over the next 10 years, we forecast a continuous increase in IBM’s cash balance, ...

CoreWeave’s early pivot to AI cloud and aggressive GPU acquisition created a supply moat. Click here to read why CRWV stock ...