Corning just locked in a supply deal with Verizon that stacks on top of agreements already signed with Meta, Amazon, and NVIDIA, and the market is treating the two sides of this…
Oracle just posted contract backlog numbers that most cloud giants would envy, yet the stock sits 31% below its peak. Here is why one investor keeps adding shares while Wall Street looks…
Amazon is skipping the enterprise sales grind and betting on a shortcut that puts its satellite internet into millions of business accounts overnight. Whether that move reshapes the carrier landscape or hands…
Oracle and Amazon just posted record cloud backlogs while their free cash flow turned negative, and a single Fed decision this month could determine whether their trillion-dollar AI buildouts become strokes of…
Jim Cramer says buy the Magnificent Seven before the AI payoff hits, but one market strategist argues the group has already fractured into winners and losers, and the 2026 scoreboard is starting…
Oracle just staged a dramatic comeback after cratering more than 50% from its highs, and Wall Street is divided on whether the $638 billion backlog signals a generational opportunity or a capital…
A Charleston couple in full-time ministry brings home $6,630 a month and carries a mortgage payment that Dave Ramsey says is quietly draining their savings into nothing. His prescription took about ten…
Meta just attached a price tag to its AI ambitions, and traders are now asking whether a consumer subscription can justify one of the biggest capital budgets in tech history while a…
Billionaires have been buying sports teams for decades, but something in the ownership calculus quietly shifted, and the leagues, clubs, and fans who thought they understood the game are now operating under…
Joel South AWS and Google Cloud are both burning through tens of billions in capex every quarter, but only one is converting that spending into free cash flow at hyperscale margins right now. Which…
AWS just posted its fastest growth in 18 quarters, yet Amazon shares are lagging the S&P 500 and sliding further. Here is why that disconnect could set up one of the boldest…
Vandita Jadeja AWS is sitting on a $496 billion backlog and doubling its power capacity, and the pressure is now pulling a surprising new name into the AI silicon race alongside Broadcom. Whether that…
Jim Cramer went on live television to beg the president not to sell a chipmaker sitting on massive gains, and the reason why reveals just how much political risk now hangs over…
Meta is quietly assembling one of the largest AI compute empires on the planet, and the funding source hiding in plain sight changes everything about how you should value this stock.
Amazon just handed Qualcomm a multi-generation AI silicon deal that sent shares surging against a falling market, but the fine print raises a pointed question about whether this credential ever becomes a…
