Morgan Stanley just raised its AI spending forecast to a staggering new ceiling, but the firm's own analysts warn that most of those dollars never actually stay in the American economy.
One investor says natural gas is about to do to Microsoft and Amazon what memory chip shortages did to cloud giants, and the squeeze could arrive within six months.
Wall Street sees Amazon's ballooning capital expenditures as a warning sign, but one investor reads the same number as something else entirely and keeps pressing the buy button anyway.
The five biggest names in tech are reporting earnings this week, and their balance sheets will look reassuringly clean. But SEC filings tell a very different story buried deep in the footnotes.
Oracle shares have shed nearly half their value in twelve months while the company quietly piles up a backlog larger than Microsoft's cloud empire. Something in that math does not add up,…
Four of the sharpest hedge fund managers on the planet just stacked their portfolios into the same three stocks, and the reasons behind that rare convergence reveal something unusual about where the…
Sixteen Nobel laureates just signed a letter that puts two of AI's most prominent skeptics in the same camp as Silicon Valley's biggest boosters, and the economists behind it say society may…
Amazon's Trainium chips just crossed a threshold that puts them in NVIDIA's direct sales lane for the first time, and three converging forces suggest the AI infrastructure pecking order looks different by…
Chip stocks surged and early Q2 reports crushed expectations, but the bigger question is whether this momentum can hold as the week's heaviest hitters prepare to report.
Investors have long priced in oil shocks and inflation from Middle East conflicts, but the Iran war is targeting something far more unfamiliar: the physical data centers powering the global cloud economy,…
Rich Duprey Wall Street still prices Amazon like a retailer, but one shareholder keeps accumulating shares for a reason most investors have not yet connected to the ticker. The answer involves silicon, and it…
Ray Dalio's Bridgewater holds major stakes in Amazon, NVIDIA, and Alphabet, but one of the three flashes a warning sign that could reshape the entire investment case before year-end.
Wall Street keeps punishing Amazon over a $200 billion capex number, but there is a figure buried in the company's own filings that makes that fear look completely backwards.
Amazon is burning through cash at a historic rate while simultaneously locking in the most lucrative AI contracts on the planet, and Wall Street cannot decide which side of that paradox matters…
Alex Sirois Appaloosa Management just concentrated its biggest US equity bets across five stocks that together cover every layer of the AI stack, and one of them has nothing to do with chips.
