12:33pm ET
Investing
The Number One Reason I’m Buying Microsoft Again
Azure just did something it has never done before, and the metric buried in Microsoft's latest earnings report tells me this AI spending wave is nowhere near finished.
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Alphabet Inc - Class A
$338.46
▼ $3.80 (−1.11%) today
Markets closed · 3:26pm ET
GOOGL Coverage
Page 1111:30am ET
Investing
Price Prediction: Amazon Hits $3 Trillion, Here’s Where It’ll End The Year
Amazon just crossed a milestone that puts it in rare company, but the real question is whether the forces driving that surge can hold through year-end or whether a $200 billion spending…
10:38am ET
Investing
Meet the Most Profitable Company in America Right Now (It’s Not Apple or Microsoft)
The five most valuable companies in America just reported earnings, and the profit rankings will surprise you. One name sits at the top for reasons that have almost nothing to do with…
10:30am ET
Investing
Microsoft Price Prediction: After a 25% Three-Day Rally, Here’s Where The Stock is Headed
Microsoft just posted its biggest post-earnings surge in recent mega-cap history, and the move happened so fast it raises a serious question about what comes next for investors still eyeing the stock.
10:02am ET
Social Security
Ford, Google, and BlackRock Say America Needs Millions More Tradespeople. A 63-Year-Old Electrician Should Know the Overtime Catch.
Ford, BlackRock, and Google just pledged hundreds of millions to pull experienced tradespeople back into the workforce, and a 63-year-old electrician in Ohio is answering that call without realizing the bigger paychecks…
7:00am ET
Investing
3 Cloud Computing Stocks to Load Up on in August
The hyperscalers just proved AI infrastructure spending turns into real revenue, but each stock reacted differently, leaving three distinct entry setups with very different risk profiles heading into August.
6:08am ET
Investing
‘I’d Be Petrified’: Steve Eisman Says Cheap Chinese AI Models Could Wreck OpenAI and Anthropic’s Valuations
Steve Eisman has now delivered two warnings in two weeks: cheap Chinese open-weight AI models signal a price war, and OpenAI and Anthropic together underpin roughly 70% of hyperscaler AI revenue, making…
5:11pm ET
Investing
Top Tech Analyst Says Hyperscalers Are the Clear AI Winners, but Beaten-Down Software Offers Value
Ray Wang sees the AI market splitting megacaps into two very different investment stories, and the beaten-down names Wall Street has abandoned may be hiding the more compelling opportunity.
1:31pm ET
Investing
Amazon Tops $3T, Meta Rallies 7% as AI Hyperscalers Ride Earnings Momentum
Blowout cloud earnings and a sudden geopolitical thaw sent the biggest AI names surging Monday, but the question investors are scrambling to answer is whether the rally signals a lasting regime change…
1:30pm ET
Investing
Wall Street Raises Amazon Targets After Its AWS Surge. Here’s The Number.
AWS just posted its fastest cloud growth in 18 quarters, and Wall Street is still scrambling to price it in. Our conviction call on Amazon sits far above analyst consensus, and the…
1:14pm ET
Investing
Alphabet at $356: Plenty of Room to Buy and Here’s Why
Alphabet just posted one of the largest earnings beats in mega-cap tech history, then the stock dropped anyway. What the selloff revealed about the company's real valuation tells a different story than…
Alex Sirois 1:10pm ET
Investing
The ‘Nvidia Tax’: Alphabet Mitigates It Better Than Amazon or Any Other Mag 7 Stock
Every hyperscaler pays NVIDIA a massive toll to compete at the AI frontier, but one Mag 7 giant has quietly built an escape route that the others lack. The answer comes down…
12:50pm ET
Investing
Coherent (COHR) Price Prediction: How Much a $1,000 Investment Could Be Worth by 2027
Coherent has surged on AI data center momentum and a blockbuster NVIDIA partnership, but a 28% single-month drop reveals just how violently this high-beta stock can swing. Here is what three distinct…
12:00pm ET
Investing
Meta Price Prediction: Analysts See 40% Upside Ahead
Meta shed more than 15% this year while its ad engine quietly posted one of its strongest quarters ever, and that contradiction is exactly where the opportunity hides.
11:58am ET
Investing
Amazon Desires to Spend More Than $220 Billion in AI Capex This Year. That’s Why I’m Buying
Amazon just handed investors a Q2 earnings report that raised a question most analysts are tiptoeing around: when a company at nearly $3 trillion in market cap accelerates its biggest business to…