Every stock scored on Rule of 40, quarter by quarter
Revenue, EPS, margins and cash flow — pulled from filings, recomputed each time a company reports.
Top stories
FERC Didn't Kill PJM's 6.8 GW Backstop. It Moved the Price-Takers to February
FERC accepted PJM's 6,831 MW backstop on 29 September but suspended it to 28 February 2027, delaying new supply that must bid as a price-taker.
Read →Meta's Disclosed Hyperion Exposure Is $46.03bn, Nearly Twice the Bond at a Record Low
Meta's 10-Q caps Hyperion exposure at $46.03bn, 1.69x the $27.3bn bond being marked. The bond is down 5.6 points; Meta's own 2055 note is down 17.8.
Affirm Priced Amazon UK at 0% or 22%. Its Merchant Fee Rate Fell as Free Volume Grew.
Affirm's Amazon.co.uk card is 0% Pay-in-3 or 22% APR on £50 baskets. Merchant-funded volume grew 48% last year and its merchant fee fell to 2.29% of GMV.
None of Amazon's Three 90 Percents for Seller Assistant Is an Adoption Rate
Amazon's Seller Assistant post carries three separate 90% figures measuring availability, acceptance and context. Active users are hundreds of thousands.
In focus
Microsoft's 30% Copilot Discount Is Already on Sale and Expires 30 September
The tape says Microsoft is cutting Copilot ~40%. Nobody reported 40%. The ladder is 30% above 1,000 seats, on sale since 1 July, and 50% above 10,000.
The Largest US Electric Truck Order Names Four OEMs. Only Tesla Counted All 2,500.
Catalyst Mobility's 2,500-truck order names Tesla primary OEM alongside Kenworth, RIDE and Volvo. Nobody has published the split; only Tesla says 2,500 Semis.
Leaders
MU
Micron Technology, Inc.
R40440FY2026 Q4
$1.21T
$1,065.11
BE
Bloom Energy Corporation
R401822026 Q2
$89.56B
$276.98
PLTR
Palantir Technologies Inc.
R401552026 Q2
$480.47B
$187.05
VIST
Vista Energy, S.A.B. de C.V.
R401422026 Q2
$7.48B
$65.35
AVGO
Broadcom Inc.
R401322026 Q3
$1.65T
$351.19
NVDA
NVIDIA Corporation
R40128FY2027 Q2
$5.59T
$228.38
BAC
Bank of America Corporation
R401072026 Q2
$415.14B
$54.43
SMCI
Super Micro Computer, Inc.
R40100FY2026 Q4
$26.57B
$41.07
HOOD
Robinhood Markets Inc.
R40852026 Q2
$101.16B
$112.50
CVX
Chevron Corporation
R40822026 Q2
$403.31B
$204.21
Ordered by Rule of 40 score, highest first — last quarter. n/m uses zero only for ordering.
NVDA
NVIDIA Corporation
R40128FY2027 Q2
$5.59T
$228.38
AAPL
Apple Inc.
R40462026 Q2
$4.93T
$333.02
GOOGL
Alphabet Inc.
R40192026 Q2
$4.21T
$344.08
MSFT
Microsoft Corporation
R40392026 Q2
$3.83T
$512.90
AMZN
Amazon.com, Inc.
R40162026 Q2
$2.70T
$249.15
TSM
Taiwan Semiconductor Manufacturing Company Limited
R40562026 Q2
$2.37T
$456.19
SPCX
Space Exploration Technologies Corp.
R40n/m
$1.99T
$150.86
META
Meta Platforms, Inc.
R40312026 Q2
$1.87T
$725.18
AVGO
Broadcom Inc.
R401322026 Q3
$1.65T
$351.19
SKHY
SK hynix Inc.
R40n/m
$1.34T
$184.15
Ordered by market cap, largest first.
UPST
Upstart Holdings, Inc.
$22.99
$46.74+$23.75 · +103%
UBER
Uber Technologies, Inc.
$68.51
$137.73+$69.22 · +101%
VIST
Vista Energy, S.A.B. de C.V.
$65.35
$106.98+$41.63 · +64%
HIMS
Hims & Hers Health, Inc.
$29.79
$47.91+$18.12 · +61%
AFRM
Affirm Holdings, Inc.
$69.23
$108.92+$39.69 · +57%
BIDU
Baidu, Inc.
$86.87
$136.65+$49.78 · +57%
ORCL
Oracle Corporation
$137.30
$204.41+$67.11 · +49%
SMCI
Super Micro Computer, Inc.
$41.07
$60.79+$19.72 · +48%
PATH
UiPath, Inc.
$12.84
$18.76+$5.92 · +46%
CVNA
Carvana Co.
$62.54
$89.84+$27.30 · +44%
Ordered by the gap between our base-case fair value and the deployed model price, widest first.
BE
Bloom Energy Corporation
$276.98
$83.16−$193.82 · −70%
INTC
Intel Corporation
$120.23
$36.62−$83.61 · −70%
KLAR
Klarna Group plc
$12.39
$4.45−$7.94 · −64%
DELL
Dell Technologies Inc.
$537.95
$201.10−$336.85 · −63%
CRWD
CrowdStrike Holdings, Inc.
$264.75
$116.20−$148.55 · −56%
COIN
Coinbase Global, Inc.
$186.41
$82.50−$103.91 · −56%
RKLB
Rocket Lab Corporation
$69.68
$33.23−$36.45 · −52%
MRVL
Marvell Technology, Inc.
$264.21
$132.79−$131.42 · −50%
PANW
Palo Alto Networks, Inc.
$397.31
$200.93−$196.38 · −49%
DDOG
Datadog, Inc.
$273.85
$155.50−$118.35 · −43%
Ordered by the gap between the deployed model price and our base-case fair value, widest first.
Forward Models
Upcoming
Earnings calendar
GS earnings
JNJ earnings
JPM earnings
14BAC earnings
MS earnings
UNH earnings
15TSM earnings
16
17
18
19
20
GE earnings
21
TSLA earnings
22
NOK earnings
23
24
25
26
27BE earnings
GLW earnings
PYPL earnings
28
GEV earningsGOOGL earningsSKHY earnings
29AMZN earnings
LLY earnings
MSTR earnings
30
31
1
2
3
4
5
6
7
8
Latest results
MU
Q4 FY2026
COST
Q4 FY2026
ADBE
Q3 FY2026
ORCL
Q1 FY2027
DOCU
Q2 FY2027
PATH
Q2 FY2027
Quarter by quarter
MU Q4 FY2026 reported earnings analysis
MU Q4 FY2026 earnings preview
ADBE Q3 FY2026 reported earnings analysis
ORCL Q1 FY2027 reported earnings analysis
ORCL Q1 FY2027 earnings preview
ADBE Q3 FY2026 earnings preview
From the blog
Alibaba Wants 20 Gigawatts by 2032. Six Years of Capex Just Covers the Buildings.
Alibaba targets 20GW of capacity by 2032 with no money attached. Its capex run rate to 2032 is $12.5m a megawatt; shell and core alone costs $11.3m.
Read →
Tesla Gives Up $1,044 a Year for 27 kWh It Already Owns. A Megapack Holds the Same for 5.2 Years of It.
Tesla's Powerwall lease trades an $87 monthly credit for dispatch rights on 27 kWh. Priced per kWh, per kW and per battery, the three answers disagree.
Read →
Microsoft Already Told You It Builds a Gigawatt a Quarter. The 26-Gigawatt Leak Is Six More Years of It.
Microsoft discloses a gigawatt a quarter and $41bn of capex behind it, never a fleet total. The leaked 26 GW is that rate continued, and costs about $1.07tn.
Read →