Wealth Engine
Earnings
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AI Money This Week: Anthropic’s S-1, Big Tech’s Cash Burn
Anthropic’s S-1 shows an $80.7B loss, Amazon’s free cash flow hits -$42.4B and OpenAI cuts its round to $20B. The week in AI money,…
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Amazon Free Cash Flow: -$42.4B as AWS Backlog Hits $578B
Amazon free cash flow swung to -$42.4B over 12 months as AWS grew 39% and Q3 capex hit $77.3B. What the $578B AWS backlog…
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Eli Lilly vs Novo Nordisk Stock: Paying Up for Growth
Eli Lilly vs Novo Nordisk stock: after Lilly’s Oct. 29 beat, LLY trades near 39x 2026 EPS vs Novo’s 11.7x. Here is what $10,000…
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Alphabet Free Cash Flow Hits -$9.1B as Cloud Doubles
Alphabet free cash flow fell to -$9.1 billion in Q3 as capex hit $51.4 billion, even as Google Cloud revenue doubled to $30.7 billion.…
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Equity Risk Premium: Are Stocks Still Worth It Over Bonds?
The equity risk premium shrank to 0.39 points on Oct. 22: the S&P 500’s 5.35% earnings yield barely tops a 4.96% 10-year Treasury. Here’s…
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Crown Castle vs SBA Communications: The Tower Stock Math
Crown Castle vs SBA Communications after SpaceX’s 80,000-site talks: CCI trades at 18.7x AFFO and yields 4.94%; SBAC is 15.2x with a 41% payout.
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Cleveland-Cliffs vs Steel Dynamics: Debt vs Discipline
Cleveland-Cliffs vs Steel Dynamics after Oct. 19 earnings: CLF trades near 6.4x EBITDA with 3.1x leverage; STLD costs 8.1x with net debt under 1x.
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Humana vs CVS Stock: 95% vs 69% in 4-Star Plans
Humana vs CVS stock after the 2027 star ratings: Humana trades near 48x 2026 earnings, CVS near 10.8x with a 3.1% dividend yield. Here…
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Oracle vs Adobe Stock: Both Beat, Only One Prints Cash
Oracle vs Adobe stock after both beat on Sept 10, 2026: Oracle burned $5.4B of free cash flow while Adobe bought back $2.23B. Full…