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…
Amazon and Alphabet are together pouring close to $400 billion into AI infrastructure this year, and the race to turn that mountain of spending into actual profit is about to get very…
Artificial intelligence has become more than a technology story. It is increasingly a race for computing power, data centers, energy, cybersecurity capabilities, and economic influence, with the U.S. and China competing for…
Oracle (NYSE:ORCL | ORCL Price Prediction) stock is falling in Friday afternoon trading while the rest of large-cap technology sits roughly flat, a split that puts the pressure squarely on Oracle’s own…
Costco reports fiscal fourth-quarter earnings on September 24, and the splashy DoorDash partnership everyone is talking about played no part in the numbers. What actually drove results reveals something more important about…
AWS just posted its fastest growth in 18 quarters while Amazon is burning through capex at a rate that swung free cash flow negative. Here is why that tension keeps me adding…
Compounding is boring until you look at the receipts. Three businesses have quietly turned a decade of reinvested cash flow into life-changing returns, and the engines that produced those returns are still…
QQQ turned $100,000 into a million dollars faster than most retirement plans dare to model, but the math depends entirely on which decade you believe comes next.
Generac Holdings (NYSE:GNRC | GNRC Price Prediction) stock is up 16% to $203.76 in Thursday morning trading after the backup-power maker announced a long-term agreement to supply generators for hyperscale data centers.…
Among the 15 richest billionaires on the Bloomberg Billionaires list, almost everyone made their money as a tech company founder or CEO. The tech label does not apply to Warren Buffett. The…
Snap just strapped Salesforce, NVIDIA, and Amazon onto its AR glasses and called it an enterprise play, but one critical question separates a clever demo from a real business.
Amazon's stock chart tells one story while the business underneath tells a completely different one, and the gap between those two narratives is exactly where the opportunity lives.
Alphabet's Search dominance built the empire, but a fast-moving segment now dwarfs it in growth rate and commands a backlog larger than the company's entire annual revenue. Here is what that shift…
Regulators keep throwing billion-dollar fines at Alphabet and the company barely notices, which raises a more interesting question about how you value a business that outgrows its own penalties every few weeks.
