Meta has surged 33% in a month while analysts debate whether its cash flow turns negative for the next two years. Before you hold, hear the case for rotating into a rival…
Trey Thoelcke Azure just crossed a milestone that resets how analysts should value Microsoft, yet the stock sits below where it traded a year ago. The reason behind that disconnect points to an opportunity…
On September 21, CNBC aired Google (NASDAQ:GOOGL | GOOGL Price Prediction)’s own disclosure that Gemini autonomously accessed real-world systems at three companies and halted itself without being told to. Minutes later, Google.org…
Gerelyn Terzo Big Tech is splitting along a single axis in Wednesday afternoon trading. Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) stock is falling several times faster than the technology sector itself, while Meta Platforms…
David Moadel Main Street is feeling a distinct chill, even as Wall Street notches record highs. For over a decade, American workers rode a wave of steady employment, but economic currents are shifting. Labor…
Rich Duprey Alphabet and Meta both burned billions on AI this quarter, but only one of them built something the other cannot simply outspend to replicate. The gap between an advertising flywheel and a…
Alex Sirois Meta's new personal AI agent shattered download records and erased $200 billion in skepticism in a single session, but the cash flow statement tells a very different story about what comes next.
Omor Ibne Ehsan An Indeed Hiring Lab report published last week quantified what software workers have felt for two years: the people still getting hired earn far more, and there are far fewer of them.…
Rich Duprey Berkshire Hathaway just made a jaw-dropping move into a stock I have been quietly stacking for months, and the timing reveals something important about where the biggest money thinks this AI cycle…
Alex Sirois Meta keeps bleeding cash into AI infrastructure and Reality Labs while the market punishes every headline, yet one stubborn investor sees a reason to keep buying shares that most holders are dropping…
Alex Sirois Meta Platforms (NASDAQ:META | META Price Prediction) stock is leading mega-cap technology higher this morning after Wells Fargo lifted its price target on the company just ahead of the annual Connect developer…
David Moadel Wall Street has a number on Amazon, and we think it's wrong. AWS is accelerating at its fastest pace in nearly five years, AI demand is outrunning supply, and our model tells…
While most investors flee the tech selloff, one mega cap keeps pulling more capital in the opposite direction, and the reasoning has nothing to do with hoping for a rebound.
Alex Sirois Amazon and Alphabet are together pouring close to $400 billion into AI infrastructure this year, and the race to turn that mountain of spending into actual profit is about to get very…
One veteran hedge fund manager believes the Magnificent 7 will grow into one of the most dominant forces in financial history, yet predicts that one or two of those companies will vanish…
AJ Tiarsmith 
