The AI boom is on borrowed time

Cintas (NASDAQ:CTAS) reported an 8% year-over-year revenue increase to $2.67 billion for fiscal Q4 2025, with diluted EPS rising 9% to $1.09 and full-year revenue reaching $10.34 billion. For fiscal 2026, the company anticipates revenue of $11 billion–$11.15 billion and EPS of $4.71–$4.85, driven by improved margins, productivity initiatives, and disciplined capital allocation. Explain It To Me Like I'm 5: Cintas, a company that helps businesses with uniforms and safety services, made more money last...

Nvidia (NASDAQ: NVDA) experienced a 30% decline in stock price from January to early April but has since rebounded to all-time highs, with analysts predicting further growth. Investors must consider whether the AI chipmaker can sustain these high expectations or if the recent surge is a signal to profit-taking. Explain It To Me Like I'm 5: Nvidia's stock went down a lot at the start of the year, but now it's doing really well and...

Kinder Morgan (NYSE:KMI) anticipates a 20% growth in U.S. natural gas demand by 2030, driven by LNG and backed by long-term projects in Texas and Louisiana. Key factors such as improved permitting, project returns, and federal tax incentives, along with strategic acquisitions like the Outrigger transaction, are expected to enhance financial performance. Explain It To Me Like I'm 5: Kinder Morgan thinks that more people will need natural gas in the U.S. over the next...

Prologis Reports Strong Q2 2025 EarningsPrologis (NYSE: PLD) announced Q2 2025 earnings with core FFO of $1.46 per share and a 95.1% occupancy rate, prompting an increase in FY2025 core FFO guidance to $5.75–$5.85 per share. The company achieved record development starts of $1.1 billion, driven by build-to-suit and data center projects, indicating resilience amid market challenges. Explain It To Me Like I'm 5: Prologis, a big company that helps people invest in buildings, made...

Occidental Petroleum (NYSE: OXY) has struggled significantly, losing 17% in 2024 and an additional 15% in the first half of 2025, largely due to declining crude oil prices. This raises questions about whether the stock's downturn is merely a reaction to market conditions or an overreaction, potentially presenting a buying opportunity for investors, including notable supporter Warren Buffett. Explain It To Me Like I'm 5: Occidental Petroleum's stock has been losing value for a while,...

Shares of Marvell Technology (NASDAQ: MRVL) dropped 29.9% in the first half of 2025, attributed to a high starting valuation of 70 times 2025 earnings estimates rather than negative news. While the company is expected to capture custom AI XPU chip market share, strong competition has hindered recovery seen by other AI chipmakers in May and June. Explain It To Me Like I'm 5: Marvell Technology's stock price dropped a lot in the first half...