Cloud revenue is accelerating at the same time capital budgets are exploding, and that tension separates the hyperscalers worth owning from the ones that could crack under their own ambition. Three names…
Anthropic has stayed silent on its IPO valuation, and that silence is doing serious work. Whatever number it prints will force analysts to reprice every AI-exposed stock from Amazon to Microsoft before…
While NVIDIA dominates AI headlines, one software giant is quietly building what may be the most defensible enterprise AI position in the market, and the valuation tells a very different story than…
TD Cowen just broke from Wall Street consensus with a striking AWS revenue call that puts its forecast far above what most analysts are willing to model, and the reasoning behind that…
Joel South Peter Thiel's firm just filed a strikingly focused $418 million portfolio that ignores chips entirely and bets everything on a single constraint choking the AI boom before it can fully ignite.
AWS just posted its fastest growth in 18 quarters, yet Amazon shares have cooled off while its fundamentals have raced ahead. One corner of its valuation tells a very different story from…
The biggest cloud companies are now recycling almost every dollar of cloud revenue straight back into AI infrastructure, and UBS's latest projections reveal just how far this spending spiral could go before…
AWS is growing at its fastest pace in 18 quarters, advertising is booming, and Amazon's chips business is exploding, yet the stock trades at a multiple that makes it look like a…
Elon Musk just announced Starlink crossed 11,000 satellites in orbit, but the real story is where Amazon's much-hyped Kuiper constellation actually ranks against the competition and what that gap means for investors…
JEPI's 8% monthly yield looks like an obvious win over SCHD's modest payout, but the IRS treats those two income streams in ways that can quietly flip the comparison depending on where…
After 26 years locked at the same price, QQQ finally cut its fee, and it still costs twice as much as its closest rival. Whether that gap matters depends on a distinction…
Elon Musk just publicly declared Delta's Wi-Fi strategy a slow-moving disaster, and 50,000 people agreed. But the real question is whether angry posts on X translate into something Delta's finance team actually…
Google just handed Marvell something Broadcom should have seen coming, and the terms of the deal reveal exactly who benefits when a hyperscaler decides it needs more than one custom silicon partner.
The AI market cap race among the biggest tech giants reveals a brutal reshuffling of power, and one social media behemoth is watching its AI ambitions get priced into irrelevance while a…
Douglas A. McIntyre Greg Abel's first full quarter running Berkshire's portfolio wiped out sixteen positions in one sweep, and OMAH shareholders are only now finding out what that means for the fund they thought they…
