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$Disney(DIS.US) Disney released its fiscal Q3 2026, barring the slight top-line miss, it was an overall solid performance from the entertainment giant whose shares have otherwise underperformed terribly and have practically gone nowhere over the last decade. Despite the post-earnings rally yesterday, DIS is down 9.25% for the year. The divergence between Disney’s earnings and stock price has pushed down its valuations, and its forward price-to-earnings (P/E) multiple currently sits at 14.37 times. In its fiscal Q3 shareholder letter, Disney said that it finds its shares “undervalued” and put its money where its mouth is. The company increased its share buyback program for the current fiscal year and now expects to repurchase at least $9 billion of its shares. The original plan for the year was $7 billion, which the company subsequently raised to $8 billion. Now, it plans to use the $1.2 billion cash proceeds from its stake sale in A+E Global Media to repurchase its shares and has thereby increased its target. Toy Story is an example that Disney CEO Josh D’Amaro cited during the earnings call and pointed out that, apart from $4 billion in box office collections between the five movies, including $1 billion from the latest one, the franchise has amassed more than two billion hours streamed on the company’s streaming platform. Moreover, that IP generates annual retail sales of over a billion dollars across different channels, including parks and hotels. @Captain's Treasure

$Microsoft(MSFT.US) Tech giant Microsoft disclosed that it generated $24.1 billion in revenue from OpenAI during its latest fiscal year, which shows just how important the partnership has become. Based on Microsoft's earlier AI growth figures, OpenAI may have produced about 70% of the company's total AI-related sales during the year ended in June. For context, OpenAI pays Microsoft to use its cloud-computing infrastructure, which provides the enormous computing power needed to build and run AI models. OpenAI also covers certain model-development costs, while Microsoft receives a share of its revenue. Because Microsoft groups all of these payments together, investors have had trouble figuring out how much of its AI growth comes from OpenAI and how much comes from other customers. It also doesn't help that Microsoft has only provided limited details about the size of its overall AI business. Indeed, at the end of the March quarter, CEO Satya Nadella said that AI revenue had reached a pace that would equal more than $37 billion over a full year. Using Microsoft's reported growth rate, Bloomberg estimated that the business generated roughly $34 billion during the fiscal year. Compared with the $24.1 billion connected to OpenAI, that suggests OpenAI contributed close to 70%. However, Microsoft has started to distance themselves from OpenAI in recent months, as they search for other partnerships and trying to reduce its reliance on OpenAI's business amidst investors' concerns. @Captain's Treasure

$NVIDIA(NVDA.US) SpaceX reported its first quarterly results as a public company after the market close on Tuesday. On the conference call following the print, Musk suggested that Nvidia systems are superior to competitors. “Going forward, we have decided to build exclusively on Nvidia because we think the Vera Rubin architecture is the best architecture. We think it’s the best AI computer, and we greatly value our close cooperation and partnership on many levels with Nvidia,” Musk said on the call.The SpaceX CEO further stated the company plans to launch Nvidia’s Vera Rubin NVL72 system, starting next year. “We think the design of the NVL72 VR computer is a much better design than is typical than, say, having a standard rack-style design, and so we expect to actually deploy this on the ground, as well as in orbit,” Musk said. This is obviously great news for Nvidia investors but the stock has been stuck at the 220 levels, failing to push past resistance. With earnings coming up in 3 weeks as well, let's see where the stock will head towards. @Captain's Treasure

$Alphabet(GOOGL.US) Back in June, Alphabet sold $10 billion in newly issued common stock to Berkshire Hathaway at a price of roughly $350 per share. That happened after Berkshire's open-market purchases in late 2025, & now has a total investment in Alphabet of $30 billion, making it quickly its 3rd or 4th largest position. Google Cloud revenue grew at an astonishing 82% year-over-year last quarter, reaching $24 billion with an operating income of $8.8 billion. This was a business with little revenue 10 years ago that was hemorrhaging cash, but Alphabet had the vision that it could deliver massive gains due to the tailwinds in cloud computing and AI, and it is beginning to deliver. Overall, Alphabet's Google Services revenue grew 15% year over year to $94.5 billion in the recent quarter. Despite fears that AI services like ChatGPT or Claude would dethrone Google, the business is still growing revenue at a double-digit rate. Services like Gemini -- Alphabet's direct competitor to ChatGPT -- are also growing quickly, with 950 million monthly active users last quarter. @Captain's Treasure

$Amazon(AMZN.US) Amazon reported $62.6 billion in second-quarter net income after a sharp rise in the value of its Anthropic holding added billions to the result. Profit reached $5.75 per diluted share, compared with $18.2 billion, or $1.68 per share, one year earlier. The 2026 figure included $53.4 billion in pre-tax income outside normal operations, mainly from Anthropic. Quarterly revenue was up to $200.61 billion, exceeding the $196.47 billion anticipated. Net sales increased by 20% compared to $167.7 billion posted in Q2 2025. Amazon turns AI demand into faster AWS growth and higher operating profit. The sales figures for Amazon Web Services stood at $42.2 billion, exceeding the expected StreetAccount estimates of $40.54 billion. The revenue from AWS saw an increase of 37% compared to the previous year. Advertising was reported at $19.81 billion, which is greater than the estimate of $19.43 billion and increased by 26%. “AWS is booming, growing 36.7% year-over-year in Q2, our fastest growth in 18 quarters, and our AI and Chips businesses each eclipsed run rates of more than $25 billion.” This signals absolute confidence that the company will continue to grow at a substantial pace, and for the first time in a while, raising Capex didn't result in a negative sentiment. @Captain's Treasure

$Meta Platforms(META.US) Meta shares fell heavily after the social media giant delivered a quarterly report that left investors weighing two very different stories. On one hand, the company's advertising business continued to perform well. On the other, weaker-than-expected earnings, a slightly softer outlook, and continued increases in AI-related spending left many questioning how long it will take for those investments to translate into stronger profits. Meta reported Q2 EPS earnings of $6.18, missing consensus by $1.04, while revenue climbed 27.9% YOY to $60.8 billion, beating expectations by $510 million. Ad impressions increased 14%, and the average price per ad climbed 12%. Looking ahead, the company expects third-quarter revenue of $61 billion to $64 billion, while also raising the lower end of its full-year expense outlook. The company said the increase primarily reflects the recognition of $2.4 billion in legal charges. At the same time, Meta narrowed its 2026 Capex forecast to $130 billion-$145 billion from the prior range of $125 billion-$145 billion. This soft earnings don't exactly come as a surprise - Meta has been facing legal & Capex issues all year round. However, the business is clearly still growing at a decent rate, albeit not as perfect as one would hope. Therefore, I'm a buyer for the long term, and I believe the stock is still undervalued from being mispriced. @Captain's Treasure