Alphabet and Amazon are each pouring roughly 200 billion dollars into AI data centers, but their capex strategies look nothing alike, and one company is already translating that spending into growth at…
AWS is accelerating while spending $200 billion, and the math behind it either makes this the most confident buy of the decade or a very expensive lesson in timing.
Alphabet's cloud growth rate gets all the attention, but one number buried in the earnings report is why I keep adding shares every quarter and plan to keep doing it.
Azure is accelerating, the commercial backlog just hit a staggering new record, and Wall Street is nearly unanimous on the stock. So why does free cash flow keep shrinking, and what does…
A single retirement account holding VOO may carry far more exposure to one chipmaker than its owner ever intended, and the fund's own prospectus quietly warns about exactly this kind of concentration…
Oracle shares have shed half their value while the company quietly signed a backlog so large it dwarfs what most investors think the business is worth. Here is why the selloff looks…
AI-related companies now control a share of the S&P 500 that rivals the most dangerous concentration episode in American financial history, and the last time anything came close, investors lost fortunes even…
Wall Street's analyst community has reached something close to a verdict on Amazon, and the bears are nowhere to be found. But the real question is whether AWS's $496 billion backlog and…
Amazon and Meta are both slashing jobs while pouring record billions into AI, but the strategies behind their cuts reveal something unexpected about which company actually profits from replacing its own workers.
Michael Moritz backed Google, PayPal, and Stripe, and Charlie Munger credited one specific trait for his success over smarter rivals. His single question about Amazon stops experienced investors cold and exposes the…
Chris Lange JD Vance froze Microsoft and several tech giants from a key immigration program, citing a pattern of bad-faith hiring that he says replaced American workers with foreign ones. Then, hours later, President…
Amazon just slammed the door on Meta's Muse agent, yet Wall Street is not flinching. Here is why one major bank sees the block as a footnote to a much bigger story…
At 6:18 p.m. ET on October 8, 2026, Elon Musk posted on X: “Excited to announce that all super intelligence organizations have now jointly agreed to the ultimate in AI/SI safety: Moving…
AWS just posted its fastest growth in 18 quarters, OpenAI and Anthropic locked in gigawatts of custom chip capacity, and yet Amazon shares sit 15% below their 52-week high. Something in that…
A longtime Nvidia director quietly converted a massive block of stock into cash just weeks before the company hit an all-time high, raising a question Jensen Huang's summer of silence makes harder…
