In today’s markets, where macroeconomic concerns, fears centered on AI spending and disruption, inflation, and interest rates weigh on performance, cash flow is king. Companies that produce revenue and, more importantly, free cash flow and profits, are being rewarded while those that aren’t get punished. For example, Dell (NYSE: DELL) (generating record cash from AI) and Block (NYSE: XYZ) (cutting costs to boost cash) are rebounding from early 2026 lows, while others, like Lucid (NASDAQ: LCID), which also show business improvement, continue to flounder.
