One mega-cap stock keeps beating earnings estimates, expanding margins, and building a cloud backlog that dwarfs its competitors, yet it still trades at a discount to the rest of big tech. Here…
Sundar Pichai inherited a search-and-ads business and spent a decade betting billions on AI, cloud, and autonomous vehicles while antitrust regulators closed in. Whether that gamble rewarded patient shareholders depends on exactly…
Broadcom just posted 143% AI revenue growth, yet its stock shed a quarter of its value in a single month while a founder quietly dumped over a million shares. The hyperscaler quietly…
Wall Street is bracing for the worst out of Big Tech's Q2 earnings, and that gap between dread and reality may be exactly what sends the next rally higher. Five hyperscalers report…
Alphabet is pouring more cash into AI infrastructure each year than most companies generate in a lifetime, and the ad empire funding that bet is showing cracks in places investors have not…
Chris MacDonald Alphabet has more than doubled in a year while still trading at a discount to most mega-cap peers, and Wall Street analysts are lining up on one side of the trade with…
Vandita Jadeja Six tech giants have flooded the corporate bond market with a level of borrowing that dwarfs anything seen in recent memory, and the bet only pays off if AI delivers returns at…
While tech giants burn cash chasing AI dominance, one old-school tobacco company is quietly outpacing some of the biggest names in the market, and income investors are starting to take notice.
Alphabet (NASDAQ:GOOG | GOOG Price Prediction | GOOG Price Prediction) just posted the loudest AI quarter of any megacap. Revenue of $109.90 billion was up 21.8% year over year, cloud grew 63%,…
Vandita Jadeja The three most valuable companies in the world, NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), Apple (NASDAQ:AAPL), and Google parent Alphabet (NASDAQ:GOOG), collectively command a combined market cap north of $13 trillion and…
An ESG-screened equity fund has quietly delivered a big year while sitting out one of the most-traded megacap names on the market. The iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) climbed 22.29%…
Meta Platforms (NASDAQ:META | META Price Prediction) has spent the year getting punished for the exact strategy that may end up minting money. Meta runs the largest advertising machine outside of Google,…
Borrowing from Barron’s, the newspaper reported that Deutsche Bank’s Adrian Cox, concerned about the IPO pace of OpenAI and Anthropic, wrote, “They and their peers need to strike while the iron is…
I keep buying Alphabet (NASDAQ:GOOG | GOOG Price Prediction) because every quarter it hands me a new reason to. This is the one AI position where the receipts arrive on schedule, the…
Vandita Jadeja The Number Three companies. One buildout. $750 billion is the round-number scale the market now attaches to the AI infrastructure wave rolling through NVIDIA (NASDAQ:NVDA | NVDA Price Prediction), Alphabet (NASDAQ:GOOG), and…
