Alphabet heads into Q2 earnings with prediction markets pricing in a near-certain beat, but the real question is whether one fast-growing business segment can justify what bulls are calling a deeply discounted…
Vandita Jadeja Alphabet just posted its strongest quarter in years, yet the stock tumbled 4% in a single session on fears that its AI brain drain is worsening. Here is why a growing chorus…
Alex Sirois Oracle just shed a third of its value in a month while sitting on a backlog that one top Wall Street analyst calls the clearest forward-revenue signal he has ever seen in…
Microsoft stock has lost nearly a fifth of its value this year while its AI business clocks a $37 billion run rate and its contracted backlog nearly doubles. Wall Street is almost…
A virtually unknown megacap ETF has spent a decade quietly outperforming the S&P 500, yet most growth investors have never put it on their radar. Before you dismiss it as just another…
Oracle's cloud backlog just shattered records while the stock collapsed to near its 52-week low, creating a gap between fundamentals and price that rarely survives for long. Two overlooked forces from last…
DIVO has raised its monthly payout three years running and sits on $5.25 billion in assets, but one holding carries a debt load that raises questions about how long the streak can…
Global smartphone shipments just hit their worst levels in over a decade, and Apple is caught in the middle of a costly AI arms race that threatens the product responsible for more…
As Anthropic races toward a high-stakes IPO, China is stepping up its AI ambitions and positioning its cheaper models as a credible rival, raising a question that investors and enterprises cannot ignore.
A portfolio that pays $27,000 a year in dividends sounds modest. Left alone for a little more than a decade of steady dividend growth, that same income stream can quietly grow toward…
Nebius just unveiled an asset-light pivot designed to outmaneuver CoreWeave and the miner-to-AI crowd, yet the stock is cratering anyway. Here is what the selloff reveals about which neocloud models can actually…
Every time Amazon dips, one investor keeps adding shares while Wall Street fixates on a capex blowout that obscures something far more important hiding in the filing.
A forgotten stock checklist from 1950 cuts through the AI hype and lands on an uncomfortable question: which of today's biggest AI bets are one regulatory trigger away from collapse, and which…
With 62 analysts already piling into Buy ratings and AWS posting its fastest growth in 15 quarters, the real question is whether a looming $200 billion CapEx bill and collapsing free cash…
Meta and Microsoft both crushed earnings on the same day, yet the executives at one company immediately started selling shares at a frantic pace while the other held steady. What the insiders…
Alex Sirois 
