I keep buying Amazon every time the bears hand me a headline like the falling $47.66 average Prime Day order, and I am not stopping now. The narrative writes itself: smaller baskets,…
Alex Sirois Prime Day generates billions of dollars in sales and dominates headlines every summer. It just generated a record $26.4 billion in sales across the four-day event last week. Yet focusing only on…
Rich Duprey GPIQ has paid a monthly distribution every month since late 2023, with the June 2026 check landing at $0.52 per share. That headline yield, sitting somewhere near 10%, is why the Goldman…
On CNBC’s Closing Bell Overtime Thursday, the conversation circled back to the question every AI investor is now asking out loud. When do OpenAI and Anthropic stop pretending they want to stay…
Apple (NASDAQ: AAPL | AAPL Price Prediction) and Amazon (NASDAQ: AMZN) both posted record quarters, then collided with opposing forces: AI memory demand. Apple confirmed sweeping hardware price increases tied to a…
Live Updates Consumer Confidence 1:01pm ETConsumer confidence is looking up. The University of Michigan’s final June sentiment reading came in at 49.5, climbing from May’s 44.8 and nudging above the preliminary June…
Five researchers out of Google’s core AI team in seven days, and the market noticed. Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) shares fell 5.09% over the past week to $345.29, and dropped…
Mid-year is when serious investors stop trading the headlines and start thinking about the next decade. June 2026 has handed long-term buyers a useful gift: meaningful pullbacks in some of the most…
Philippe Laffont went on CNBC this morning with a framework that skips the usual bitcoin-versus-gold debate and lands somewhere more concrete. “Is there going to be a $10 trillion company in 10…
Philippe Laffont, billionaire founder and portfolio manager of Coatue Management, framed artificial intelligence as the defining economic shift of the coming decades and predicted that the first $10 trillion company is on…
Amazon (NASDAQ:AMZN | AMZN Price Prediction) is a stock worth owning for the next two decades because three high-margin engines, AWS, advertising, and Prime subscriptions, now compound on top of a retail…
Alex Sirois Amazon (NASDAQ:AMZN | AMZN Price Prediction) just delivered its fastest AWS growth in 15 quarters, yet shares have pulled back from recent highs. With analyst consensus overwhelmingly bullish, our proprietary model offers…
Vandita Jadeja On CNBC last week, Kate Rooney walked viewers through a number that should reframe how tech investors think about their portfolios. “The biggest tech companies are now expected to spend about $750…
Shares of CoreWeave (NASDAQ:CRWV) are sliding midday Monday, with CoreWeave stock down 5% to $112 as the AI cloud infrastructure provider makes its official NASDAQ 100 debut. The move turns what is…
Amazon (NASDAQ:AMZN | AMZN Price Prediction) just posted a blowout quarter Q1 2026 EPS of $2.78 beat consensus by 60.69%, AWS reaccelerated to 28% growth, the fastest in 15 quarters, and chips…
