PayPal is in a margin-led turnaround, so I focus less on raw volume and more on the dollars that reach the bottom line.

Microsoft’s (MSFT) latest numbers say the quiet part out loud. AI is…

Boeing is still in repair mode. The Q2 print showed progress on revenue and deliveries. Profitability and cash flow remain the swing factors.

Nike is rebuilding for growth while repairing margins. The fiscal 2025 print showed the hole. The next four quarters need to show the climb out.