10:53am ET
Investing
SpaceX Has Already Lost AI Race
SpaceX is pouring billions into AI while renting out its data centers to rivals, yet its models trail the competition and its consumer apps barely register. Something does not add up.
AMZN Coverage Page 19
10:30am ET
Investing
Why Bill Ackman Poured $2 Billion Into a Stock His Peers Were Fleeing
While seasoned hedge fund managers were quietly offloading their Microsoft shares, Bill Ackman made one of his biggest bets in years going the opposite direction, and he funded it by selling a…
8:25am ET
Investing
Who Might Buy Snap If Its Founders Ever Decide to Sell
Snap's stock has cratered while nearly a billion users keep scrolling, and that gap between price and audience has a handful of tech giants quietly doing the math. The catch is a…
8:11am ET
Investing
Amazon’s AWS CEO Just Sent Shivers Down the Spines of AI Bears. Supply is Mostly ‘Spoken For’ Through 2028.
AWS chief Matt Garman just posted something on X that stopped AI skeptics cold, and the suppliers quietly sitting on his order books are already feeling it in their stock prices.
7:01am ET
Investing
3 Stocks That Could Make You Rich by 2030 — Buy in August
Four years is enough time for the right platform businesses to compound into life-changing returns, but the window to buy them cheaply is closing fast as AI infrastructure spending shifts from experiment…
3:14pm ET
Investing
Wall Street Short Sellers Piled Into Amazon and Microsoft at Historic Rates Before Earnings. Now They’re Rallying.
Short sellers piled into Microsoft and Amazon at historically stretched levels before earnings, and the beats that followed set off a covering scramble that has powered both stocks for weeks. Now the…
12:48pm ET
Investing
Expert Predicts a ‘Violent’ Repricing of Amazon, Google, and Microsoft Has Just Begun
Amazon, Google, and Microsoft just posted their biggest weekly gains in years, and one well-known analyst says the repricing has barely started. Before you decide whether to chase or wait, understand what…
12:38pm ET
Investing
NVIDIA Facing 12-to-1 Demand to Supply for its Chips, Says Expert—and It Might Be Time to Buy
Nvidia keeps smashing records while skeptics like Michael Burry stack up bearish bets against it, yet one top analyst sees a supply crunch so severe it could make the doubters regret sitting…
12:33pm ET
Investing
Glaring Market Hypocrisy Gifted Us Wildly Discounted Alphabet, So Buy
Wall Street rewarded Microsoft and Amazon for their AI spending binges while punishing Alphabet for doing the same thing with better numbers underneath, and that contradiction left a window wide open for…
12:33pm ET
Investing
The Number One Reason I’m Buying Microsoft Again
Azure just did something it has never done before, and the metric buried in Microsoft's latest earnings report tells me this AI spending wave is nowhere near finished.
12:33pm ET
Investing
Amazon Could Soon Surpass Nvidia and Become The World’s Most Profitable Company. 2030 Profits Could Exceed $500 Billion.
UBS just published a profit projection for Amazon that would reshape the entire corporate landscape by 2030, and the number hinges almost entirely on a single segment now growing at its fastest…
12:00pm ET
Investing
Tesla vs Amazon: Two Giants, Two AI Bets, One Better Stock to Buy
Tesla is burning cash to build robots and robotaxis while Amazon quietly turns AI infrastructure into a profit machine. Which giant is making the smarter bet with your money right now?
11:30am ET
Investing
Price Prediction: Amazon Hits $3 Trillion, Here’s Where It’ll End The Year
Amazon just crossed a milestone that puts it in rare company, but the real question is whether the forces driving that surge can hold through year-end or whether a $200 billion spending…
10:38am ET
Investing
Meet the Most Profitable Company in America Right Now (It’s Not Apple or Microsoft)
The five most valuable companies in America just reported earnings, and the profit rankings will surprise you. One name sits at the top for reasons that have almost nothing to do with…
10:30am ET
Investing
Microsoft Price Prediction: After a 25% Three-Day Rally, Here’s Where The Stock is Headed
Microsoft just posted its biggest post-earnings surge in recent mega-cap history, and the move happened so fast it raises a serious question about what comes next for investors still eyeing the stock.