Alphabet's Search dominance built the empire, but a fast-moving segment now dwarfs it in growth rate and commands a backlog larger than the company's entire annual revenue. Here is what that shift…
Regulators keep throwing billion-dollar fines at Alphabet and the company barely notices, which raises a more interesting question about how you value a business that outgrows its own penalties every few weeks.
Alex Sirois Oracle just delivered a blowout quarter and its shares cratered anyway, but a handful of Wall Street analysts are calling the selloff the opportunity of the year with a price target that…
Amazon just acquired the team behind a wildly popular open-source analytics engine, but the code stays free for Microsoft, Google, and every other rival to use. So what exactly did Amazon buy,…
Omor Ibne Ehsan Amazon just booked six more rockets and locked in enterprise deals with Delta, JetBlue, and Vodafone, yet Starlink still holds advantages that launch contracts alone cannot solve.
One Magnificent Seven stock is growing its cloud business faster than any rival while trading at a fraction of their valuations, and the gap between where it sits today and where the…
Vandita Jadeja Every analyst covering Amazon is bullish, earnings growth is running at triple digits, and AWS just hit its fastest expansion in four and a half years, yet the stock sits 12% off…
Vandita Jadeja AI capital spending has become the single most important tell for where cloud demand is heading. When a hyperscaler doubles capex, it is contracting land, power, GPUs, and years of customer commitments…
Shares of Netflix (NASDAQ:NFLX | NFLX Price Prediction) are climbing Monday afternoon after the streaming giant helped launch a new policy coalition focused on how digital platforms compete for live entertainment and…
Shares of Meta Platforms (NASDAQ:META | META Price Prediction) climbed 7.12% over the past week to $660.71, while Alphabet (NASDAQ:GOOGL) added 2.09% and Microsoft (NASDAQ:MSFT) held roughly flat at $499.83. NVIDIA (NASDAQ:NVDA)…
AJ Tiarsmith Artificial intelligence is moving out of the data center and into the physical world. Autonomous vehicles, warehouse robots, and increasingly capable machines are giving AI a body, creating what Goldman Sachs calls…
A veteran portfolio manager pulled out a century-long logarithmic chart and pointed to where the S&P 500 sits today, then explained why that picture changes everything about how you should think about…
Number That Stops You Cold $517 billion. That is the compute bill Anthropic has lined up ahead of its confidential IPO, according to a September 6, 2026 report from The Information. The…
Three days after Anthropic researcher Evan Hubinger wrote on X that “we really do earnestly believe AI could kill all humans” and pegged the probability at “>10% within the next decade”, Anthropic…
AWS is growing at its fastest pace in nearly five years, the advertising unit prints billions every quarter, and yet Amazon shares have barely moved in 2026. Something has to give, and…
Vandita Jadeja 
