Alphabet just outbid an AI startup to acquire the entire internal archive of a collapsed airline, and what that paperwork contains reveals something uncomfortable about where frontier AI labs are hunting for…
Top investors who nearly doubled their money on Alphabet are now publicly questioning whether the stock they once called the best business in the history of capitalism is still worth owning at…
Thomas Richmond A child safety trial opening Tuesday in federal court is hammering Meta Platforms stock and pulling Pinterest and Snap down with it, even though neither faces the bench, as potential damages the…
David Moadel Amazon has quietly built a chip business that top investors say rivals the biggest names in semiconductors, yet the stock has barely moved while peers soar. What they found inside AWS could…
Five of the world's sharpest money minds converged on the same battered mega-cap stock in a single quarter, a coincidence so rare it raises an urgent question for any long-term investor: do…
Azure just crossed a historic revenue milestone and Google Cloud is accelerating at a pace few predicted, yet both hyperscalers are spending so aggressively that only one of them still generates positive…
Chase Coleman's Tiger Global just dumped Nvidia and Alphabet to load up on AMD, a move that either signals a major shift in AI investing logic or a costly bet on a…
Vandita Jadeja Warren Buffett's Berkshire and Dan Loeb's Third Point studied the same consumer lender last quarter and walked away with completely opposite convictions. One of them is making a very expensive mistake.
Amazon briefly touched $3 trillion before pulling back, and a $4 billion insider sale spooked the market just as AWS posted its fastest growth in 18 quarters. Whether that retreat is a…
Institutional investors are quietly loading up on three cloud giants even as mega-cap tech cools from its highs, and Berkshire Hathaway's latest disclosure suggests the accumulation is far from over.
Four seemingly unrelated headlines dropped over two weeks, and when you line them up in sequence, they point to a partnership that could reshape who controls the next trillion dollars of AI…
Eric Bleeker SpaceX is moving fast enough to potentially spend half a trillion dollars on data centers in a single year, and the inference economics driving that decision reveal something surprising about where the…
Five monthly paying ETFs are pulling income from covered calls, preferred stock, and junk bond coupons at yields that dwarf the 10-year Treasury, but the engine behind each payout changes everything about…
Every August, 13F filings crack open the vaults of the world's biggest money managers, and this quarter two billionaires with almost nothing in common landed on the exact same stock.
MSTY promised triple-digit yields and delivered a 68% price collapse instead, but a covered-call fund built on 50 blue chips has been quietly printing gains while sending monthly cash. The structure is…
