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The narrative, as presented, focuses on Amazon Web Services (AWS) and its accelerating growth. Revenue climbed 24% to $35.58 billion, a figure lauded as exceeding expectations. One must ask, however, whether such growth is sustainable, or merely a temporary surge fueled by the current enthusiasm for artificial intelligence. The company itself acknowledges a substantial portion of this expenditure is directed toward AI infrastructure. To assume this investment will yield commensurate returns is an act of faith, not analysis.

There are murmurs, of course, that the stock is priced as if perfection were not merely attainable, but guaranteed – a dangerous presumption. Yet, Lilly continues to confound the skeptics, presenting quarterly reports that resemble less a celebration of success and more a formal acknowledgement of continued existence within the prescribed parameters. The latest such report arrived, predictably, with its own set of ambiguities.

Adjusted for the noise, they made thirteen cents a share. Still short of the nineteen cents Wall Street expected. The Street, of course, has expectations. Usually unrealistic ones. When a company fails to meet those whims, the stock usually takes a dive. Ford’s didn’t. It barely flinched. A slight uptick in after-hours. A modest nudge on Wednesday morning. Curious, wouldn’t you say?

Dividend yield, calculated as annual dividend per share divided by current share price, provides a snapshot of income relative to investment. It is crucial to recognize this is a dynamic relationship. A declining share price will mechanically inflate yield, even absent any improvement in dividend-paying capacity. Conversely, a rising share price will compress yield. Therefore, yield should not be considered in isolation but as one component of a broader valuation assessment.

The prognosticators—those who attempt to chart the labyrinthine course of capital—predicted an earning of 0.64 units per share, predicated upon a total revenue exceeding 1.3 billion. Robinhood, however, presented a result of 0.66 units, a slight divergence from expectation. Yet, the total revenue fell short, registering just under the predicted sum. A curious paradox: exceeding in one measure, failing in another. It reminds one of the infinite regress described in the apocryphal Treatise on Imprecise Calculations, where every correction introduces a new error.

QXO shares, they done soared this mornin’ – a good twelve and a half percent, if you can credit it! As of late this mornin’, they were still up a hefty eleven and a third percent. Folks seem to think this is a good thing. And generally, when a stock goes up, somebody’s makin’ money. Though who exactly, and at whose expense, is a question for a philosopher, not a financial writer, and certainly not me.

Both funds, naturally, hold stocks that pay dividends. VYM casts a wide net, grabbing 589 of them. NOBL is more… selective. Just 70 stocks, all having increased their payouts for at least 25 years. A quarter of a century. That’s a long time. Longer than most of us will remember, probably.

Currently, revenues trickle in from European processing – a legacy acquisition, Less Common Metals. Perfectly named, you’ll agree. They anticipate a US facility in 2026, adding another revenue stream. But the real game, the grand ambition, is a mine. A mine that promises to yield a remarkable 15 of the 17 rare-earth elements. (The other two, presumably, are exceptionally shy, or have excellent lawyers.) And, as a bonus, potentially gallium and beryllium – materials critical for everything from smartphones (which, let’s face it, run the world) to national defense (which attempts to keep the world from falling apart). A full package, indeed. From digging stuff out of the ground to making things that blink and beep.