Alibaba reports earnings before market open on August 20th, and three converging signals suggest most investors are pricing it wrong. Here is what the setup actually looks like for anyone paying attention.
AWS just posted its fastest growth in over four years, and the numbers behind the reacceleration suggest Amazon's cloud story is only getting started. Here is what the bull case, the bear…
Hedge fund legends are quietly loading up on a ride-hailing stock that most everyday investors write off as a dinosaur facing extinction. What they see that the crowd is missing could completely…
OpenAI just bought back employee shares at an $852 billion valuation while a dozen senior leaders walked out the door. Analyst Ed Zitron lays out exactly what breaks when the world's most…
While the Nasdaq sold off hard Tuesday and AI-heavy tech names took a beating, one Magnificent 7 stock quietly closed in the green. The reason why reveals a growing fault line inside…
Azure just crossed a milestone most analysts did not expect this soon, and the stock is still sitting in consolidation territory. Here is why one investor keeps adding shares before the AI…
AWS just posted its fastest growth in 18 quarters, yet one rival quietly routes the most profitable AI workloads around Amazon entirely. The company benefiting most may not be the one you…
Amazon's Zoox is moving fast into two cities where Tesla has staked its autonomous future, and the gap between their timelines is closing in ways that should alarm anyone holding TSLA stock.
Billionaire David Tepper just filed his Q2 13F, and the moves he made inside his AI mega-cap positions tell a more complicated story than the headline holdings suggest.
Joel South A bullish UBS note on Marvell's AI business landed Tuesday morning, and the stock still cratered 6%. The reason has nothing to do with silicon and everything to do with what happened…
Oracle and Amazon just admitted their AI buildouts are burning cash faster than their core businesses can replenish it, and one of them has a balance sheet thin enough that a single…
Billionaire hedge fund manager David Tepper just filed his latest 13F, and the moves inside reveal a calculated reshuffling of billions across the biggest names in AI infrastructure. One major trim and…
Joel South Amazon has quietly built a chip business that top investors say rivals the biggest names in semiconductors, yet the stock has barely moved while peers soar. What they found inside AWS could…
Rivian raised its delivery outlook and posted improving margins, yet a quiet detail buried in the CFO's remarks on the last earnings call could make the second half look far worse than…
David Tepper just posted a 32% return in six months riding memory chips, then quietly dumped his winners and moved the money somewhere most AI investors are completely ignoring.
