Azure just crossed $100 billion in annual revenue and the stock is trading well off its highs, which raises an uncomfortable question about whether the selloff reflects a real problem or a market overreaction…
Oracle just posted contract backlog numbers that most cloud giants would envy, yet the stock sits 31% below its peak. Here is why one investor keeps adding shares while Wall Street looks the other…
Hock Tan built something rare in tech: a tollbooth that the biggest AI spenders on the planet have no choice but to pay. Here is why that changes where my next dollar goes.
Oracle and Amazon just posted record cloud backlogs while their free cash flow turned negative, and a single Fed decision this month could determine whether their trillion-dollar AI buildouts become strokes of genius or…
SanDisk has turned into one of the most violent momentum trades of the cycle, surging over 600% in under a year on an AI storage bull case that looks genuinely compelling and genuinely dangerous…
Two AI infrastructure companies just reported earnings with the same tailwind behind them and completely opposite strategies in front of them, and only one of those playbooks survives a construction delay or a GPU…
Nebius just auctioned its first Blackwell capacity above any price it has ever charged, and management says it could sell all of 2027 right now but is choosing not to. Whether that restraint makes…
Broadcom and Marvell both crushed their AI quarters, but the real story is how one company's weakness quietly became the other's most powerful sales pitch.
Azure and Google Cloud are posting jaw-dropping growth numbers just as Treasury yields hit levels that have historically crushed high-multiple tech stocks. Whether Microsoft's fortress balance sheet or Alphabet's cheaper valuation wins this rate-scare…
Salesforce bulls are pointing to an AI monetization curve that is bending sharply upward, but the bears have real ammunition too, and with Dreamforce and Investor Day arriving next week, the stock sits at…
Oracle has shed a third of its value while booking a backlog that no software company has ever matched, and the reason that gap exists is exactly what divides Wall Street right now.
Vistra has spent nine months drifting lower while Wall Street piled up bullish price targets, and at least one major bank now sees a setup that looks nothing like the slow bleed playing out…
AWS and Google Cloud are both burning through tens of billions in capex every quarter, but only one is converting that spending into free cash flow at hyperscale margins right now. Which model actually…
Meta is quietly assembling one of the largest AI compute empires on the planet, and the funding source hiding in plain sight changes everything about how you should value this stock.
Bloom Energy has quadrupled in a year by becoming the default power solution for AI hyperscalers, but three blowout quarters later, the stock's next move hinges on whether that success is a launchpad or…
Meta's ad engine is accelerating at a historic pace while the stock sits near a level that has historically signaled a cyclical floor, but the $130 billion capex bet hanging over the company changes…
Palantir's blowout growth numbers look like pure software success, but a closer look at how the company actually wins its deals reveals a business model that the current valuation may be dangerously misreading.
Rocket Lab sits deep in the red after a rocket test failure spooked investors, yet one top Wall Street analyst just doubled down with a target that implies the stock more than doubles from…
Oracle's stock has dropped nearly 28% over the past year, yet one investor keeps hitting the buy button on every leg lower. The reason sits inside a structural bet on cloud infrastructure that most…
Apple just delivered its strongest June quarter ever, and one investor sees a clear path to $400 that gets easier to defend with every earnings report. Here is what the numbers reveal that Wall…
