1. Salesforce's Q2 earnings exceeded expectations with $2.56 in EPS and $9.33B in revenue, driven by double-digit growth in core segments. 2. The company generated $755M in free cash flow, showing 20% Y/Y growth, and raised its FY 2025 earnings outlook. 3. Salesforce's valuation is attractive with a P/E ratio of less than 24X, cheaper than its historical average and relative to other software companies.

1. Snowflake reported softer-than-expected FY25 Q2 results, leading to continued negative sentiment. 2. The bear thesis focuses on increasing competition, decreasing margins, slowing revenue growth, high valuation, and significant stock-based compensation. 3. Despite these concerns, the company's strong growth prospects and recent product launches suggest a potential turnaround, making the current valuation a good risk/reward opportunity.

1. Super Micro's gross margin decline significantly impacted its stock performance post-earnings; 2. Management anticipates margin improvement as supply chain issues ease; 3. The stock is now trading at a more reasonable valuation, maintaining the investment thesis intact.

1. The article analyzes two stocks, SLB and Costco, with SLB having potential upside due to its strong position in the oil industry and Costco facing risks from its high valuation. 2. Interest in low-volatility growth stocks reflects a risk-averse market, but investing in cyclicals and emerging markets may offer better long-term safety. 3. The author suggests that high-quality cyclical and emerging market stocks, despite their volatility, may provide more safety and value in the long run.

1. Apple's introduction of Apple Intelligence challenges Nvidia's dominance in the AI race by running Gen AI on non-Nvidia servers. 2. Apple's AI strategy has led to a richer valuation for AAPL, despite concerns about its high stock price. 3. Apple Intelligence is expected to boost iPhone sales and enhance the Average Selling Price (ASP) through increased memory requirements and premium pricing for AI-enabled devices.

1. The article evaluates British American Tobacco (BTI) using Benjamin Graham's framework for defensive stock selection, focusing on dividend safety, growth potential, and valuation. 2. BTI meets all criteria set by Graham, including stable financial strength, consistent dividend payments, and adequate earnings growth. 3. The stock is currently undervalued according to Graham's P/E methodology, offering a significant discount and a high dividend yield.