Most mega-cap and Mag 7 names are either asset-light platforms or asset-heavy industrials. Amazon is one of the very few that owns the dirt and the compute. That dual ownership, hardened by…
Joel South Here is the trade of the decade: hyperscalers are spending hundreds of billions on AI infrastructure, and almost all of that money lands on one company’s income statement. NVIDIA (NASDAQ:NVDA | NVDA…
A structural shift is happening in fixed income. Tech giants like Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and Amazon (NASDAQ:AMZN) are issuing investment-grade debt at such scale that bond investors now treat…
On March 21, 2026, at the old Seaholm Power Plant in Austin, Elon Musk unveiled Terafab, a project to build 1 terawatt of AI compute capacity annually. Six weeks later, Intel (NASDAQ:INTC…
Few stocks have whipsawed investors in 2026 the way Netflix (NASDAQ:NFLX | NFLX Price Prediction) has. Shares plunged from $126.03 in July 2025 to a $77 trough in February 2026, then clawed…
JPMorgan reiterated its Overweight rating on Netflix (NASDAQ:NFLX | NFLX Price Prediction) with a $118 price target on May 14, following the company’s fourth annual advertising upfront. The firm’s thesis centers on…
Wall Street’s chat rooms can’t stop talking about GameStop (NYSE:GME | GME Price Prediction) after Ryan Cohen’s $56 billion offer for eBay (NASDAQ:EBAY) sent the meme crowd into another frenzy. But here’s…
Although the optics from Beijing this week look like a thaw, Wall Street has watched this exact movie before. President Trump arrived in Beijing on May 13, 2026 for a state-banquet summit…
One firm is doubling down on its bull case for the online marketplace. Citi analyst Ronald Josey raised his price target on eBay (NASDAQ:EBAY | EBAY Price Prediction) stock to $127 from…
Our Amazon (NASDAQ:AMZN | AMZN Price Prediction) view is straightforward: the cloud and AI infrastructure story is accelerating, the model still has room to re-rate, and the recent pullback has reset valuation…
Vandita Jadeja Iconic founders and long-tenured CEOs rarely walk away entirely. They migrate to the executive chairperson seat, retaining board voting power, equity alignment, and strategic influence. The pattern signals whether a handoff is…
A striking observation from Charles Schwab’s On Investing podcast episode “Concentration Risk Meets Diversification Reality” reframes how passive investors should think about their S&P 500 exposure heading into the back half of…
Once Netflix (NASDAQ: NFLX | NFLX Price Prediction) dropped out of the race for Warner Bros. Discovery, it was supposed to bounce back. Most investors in the company could not see why…
Picture a first-time investor who sinks $200 into Intel shares and watches the position climb to $850, a 280% gain. The instinct is to feel like a genius and let it ride.…
The cooldown period for the broad basket of AI stocks, especially the semiconductors, appears to have ended, thanks in part to the rise of agents and powerful frontier models like Anthropic’s Claude…
