STOCK ANALYSIS | DIVIDEND INVESTING | NOVEMBER 2, 2026 Altria keeps raising prices, growing earnings, and sending shareholders their quarterly checks. Unfortunately, its customers are increasingly looking at Marlboro's premium prices and deciding their loyalty has a spending limit. NYSE: MO Q3 2026 Earnings Analysis Adjusted Q3 EPS $1.52 +4.8% YoY Annual dividend $4.44 +4.7% Discount share 34.1% +2.0 pp YoY Source: Altria's October 29, 2026 third-quarter earnings release. Altria Group, Inc.+1 Altria Raised Its Dividend Again—But One-Third of Smokers Are Now Buying Discount Cigarettes By Tony Hicks | November 2, 2026 There's something almost admirable about a company that can sell fewer products every year, charge increasingly outrageous prices for the remaining ones, and somehow convince Wall Street that everything is going according to plan. Welcome to Altria Group (NYSE: MO), where the customer base keeps shrinking, the prices keep climbing, and shareholders continue coll...
Microsoft Spent $45 Billion on Infrastructure and Still Generated $18.6 Billion in Free Cash Flow. Meanwhile, Wall Street Is Having an Existential Crisis.
Stock Analysis | MSFT | November 1, 2026 MICROSOFT FY2027 Q1 — QUARTER ENDED SEPTEMBER 30, 2026 $92.3B Revenue +19% year over year 48% Azure growth Year over year $45.2B Capital expenditure Includes finance-lease commencements $18.6B Free cash flow After cash property and equipment spending Source: Microsoft's October 28, 2026 earnings release and conference call. Microsoft+1 Microsoft Spent $45 Billion on Infrastructure and Still Generated $18.6 Billion in Free Cash Flow Why Microsoft's latest earnings make the AI spending panic look a little premature—and why I'm still not writing a blank check to Satya Nadella. I've been watching Wall Street wrestle with artificial intelligence spending for what feels like an eternity, and I've come to one conclusion: investors have developed an extraordinary talent for demanding growth while simultaneously complaining about the money required to produce it. They want artificial intelligence to revolutionize the global economy. T...