Salesforce's agentic AI business is scaling at a pace that would make most enterprise software companies envious, yet the stock keeps getting priced like a relic from the CRM era. Something in…
Steve Eisman, the money manager who shorted subprime and was portrayed by Steve Carell in The Big Short, warned on his September 21 podcast that the AI trade rests on dangerous concentration.…
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 RBC's top equity strategist just named a price level that should make every S&P 500 investor uncomfortable, and she said it while defending a target most bulls would celebrate. The two positions…
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 Nebius just cleared a capacity auction at prices that stunned even its own projections, and the gap between what customers are willing to pay and what the stock currently reflects tells a…
Alex Sirois Two headlines described what could stop AI expansion in its tracks. The New York Times reported, “Wall Street Is Growing Skeptical of the Data Center Boom.” Bloomberg wrote, “New Data Centers Worth…
Meta (NASDAQ: META | META Price Prediction) was so far behind in the AI game that investors viewed it as a second-tier stock. Tesla (NASDAQ: TSLA) collapsed amid concerns that US EV…
Douglas A. McIntyre A single quarter-point rate hike just wiped out hundreds of billions in NVIDIA's market value, and the forces behind that move are only getting more entangled with the AI buildout's financing structure.
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 Microsoft is sitting on the biggest contracted backlog in its history while its stock trails the broader market by nearly 900 basis points, and the reason for that disconnect reveals everything about…
Oracle's co-CEOs oversaw one of the fastest contract buildouts in enterprise software history, yet the stock cratered anyway. The question investors are wrestling with now cuts to the heart of the AI…
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…
The Hugging Face security incident hit two hyperscalers at the peak of their cloud momentum, and enterprise buyers are now forcing Microsoft and Amazon to answer uncomfortable questions about whether their AI…
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 
