August's trade gap blew past forecasts while the stock market shrugged and climbed higher, and the reason behind both moves points to a spending wave that could just as easily flip into…
Jay Cooke's bank failure in 1873 wiped out more than a hundred railroads and triggered a five-year depression, and a new Brookings paper argues the AI buildout dwarfs that spending frenzy as…
Three large-cap value funds share the same general playbook but landed in very different places over the past year, and the gap comes down to decisions buried inside their indexes that most…
Amazon is spending $200 billion in a single year to dominate cloud infrastructure, but its free cash flow just turned negative and its stock has slipped 8% from its post-earnings peak. The…
NVIDIA’s $5.841 Trillion Valuation Outweighs Three Tech Giants NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) carried a market value of $5.841 trillion as of 11:33 a.m. ET on October 6, 2026. That one…
Google Cloud just posted 82% revenue growth while the stock sits nearly 16% below its 52-week high, and the gap between what Wall Street sees and what the market is pricing in…
CrowdStrike just launched a startup accelerator with Amazon and NVIDIA aimed squarely at the agentic AI era, and it sent the entire cybersecurity sector surging. Whether that enthusiasm survives contact with actual…
MercadoLibre's revenue is growing at its fastest pace in four years, yet the stock keeps sliding while profits shrink and earnings estimates drift lower. One Wall Street analyst sees a massive rebound…
Amazon just committed roughly $200 billion to AI infrastructure, custom chips, and satellites, and one investor keeps hitting the buy button every time the stock dips. Here is the math behind that…
Microsoft and Amazon reported earnings a day apart, and their AI bets look nothing alike. One is selling into workflows it already owns, the other is racing to fill racks fast enough…
Azure just crossed a threshold that almost no software business ever reaches, and Microsoft's AI backlog is growing faster than its ability to build the infrastructure to support it. Whether that tension…
Retirement savers who own broad index funds hold large positions in four companies that one researcher believes may not survive the next generation. Jeffrey Cole of USC Annenberg is director of the…
A new Melius Research call argues that corporate fear of artificial intelligence (AI) can itself drive software demand, with Microsoft (NASDAQ:MSFT | MSFT Price Prediction) shares carrying that argument. Microsoft stock is…
Amazon is pouring hundreds of billions into data centers before most of that spending shows up as profit, and the case for owning it now depends on understanding why that gap is…
Three struggling companies keep sending dividend checks while investors wait for their repairs to kick in, but only one of them has a yield that cash flow actually supports without a fight.
