Wall Street keeps punishing Alphabet for its spending, but the cloud and AI numbers tell a completely different story about where this company is heading.
Bond investors are quietly repricing the debt that funds AI's massive buildout, and some of the numbers coming out of quarterly filings suggest the easy money phase may already be over.
Amazon and Walmart both run booming ad businesses, but they are selling completely different things to advertisers and the gap between them is widening fast. Which model survives the next wave of…
Analysts have nearly united behind one mega-cap while remaining deeply split on the other, and the price targets reveal exactly why these two stocks belong in completely different conversations.
Anthropic's November IPO is reshaping what Amazon and Alphabet investors expect to see on their balance sheets, and the gap between what investors hoped for and what they now discuss hints at…
Five Walmart milestones generated five very different outcomes for investors who bought on the headline. Which entry turned $1,000 into nearly $6,000, and which one left buyers underwater despite years of patience?
For years, artificial intelligence has been sold as the next great productivity revolution. Businesses would produce more with fewer resources, profits would rise, and the economy would benefit from a technological leap…
Yesterday, Anthropic announced that its revenue grew 50% quarter over quarter to $16.8 billion. On the back of an envelope, its 2027 revenue could exceed $100 billion. That is about Morgan Stanley’s…
Wall Street once bet that AI chatbots would destroy Google Search, and investors who bought through that fear were rewarded. Now Alphabet faces a far bigger test, one measured in hundreds of…
Amazon and JPMorgan are blocking AI agents that can already pay with crypto, but a small Boston company thinks a protocol built on a forgotten HTTP error code can change their minds.
Azure just crossed $100 billion in annual revenue and Microsoft's commercial backlog dwarfs what most investors track, yet the stock's biggest risk has nothing to do with AI demand fading.
Anthropic is closing in on an IPO, and the two tech giants holding stakes in the AI startup stand to gain very differently when shares finally hit the market.
Satya Nadella pitched an AI killswitch as a safety measure, but the real beneficiary of that idea may surprise you. Here is why one investor keeps adding to his Microsoft position every…
Both Alphabet and Amazon just posted accelerating cloud growth and are pouring tens of billions into AI infrastructure, but only one of them trades at a bargain multiple while controlling every layer…
When a CNBC anchor made the case for American AI dominance on a comedy show, she got the national security argument exactly right and the investment argument exactly backwards. Here is what…
