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Microsoft: the cost programme has slipped twice without a new date

The savings target has been reiterated without a revised timeline. Reiterating the number while moving the date is how these programmes fail slowly.

AMD: being the alternative is worth more than the benchmark suggests

Nobody wants a single supplier for a component this strategic. That procurement reflex is worth more to this name than any benchmark win.

Lockheed Martin: this demand is structural, not cyclical

Exxon: full-cycle economics improved and the multiple did not

Microsoft: strong attach on a base that is not growing

Boeing: services revenue is compounding under a cyclical label

Tower Semiconductor: the cycle turned two quarters before the revisions will

Bank Hapoalim: the non-spread businesses have compounded through the cycle

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