AI infrastructure spending is expected to total roughly $10 trillion and average about 3.6% of GDP a year through the early next decade, according to a piece on Fox Business’s The Bottom…
Thomas Richmond Azure just crossed a milestone that most analysts dismissed as years away, and Microsoft's backlog tells a story the stock price has not caught up to yet.
AWS just posted its fastest growth in 18 quarters and CEO Andy Jassy is talking about a trillion-dollar revenue business, yet the stock sits well below where our model says it should…
Best Buy has raised its dividend every year since 2015 and currently yields 4.2%, but a soft consumer year once pushed coverage to the razor's edge. Here is what the cash flow…
Amazon's ten-year run turned patient investors into big winners, but shareholders who bought in the last five years tell a much quieter story, and those counting on cash payouts got nothing at…
Chris Lange Andy Jassy just committed roughly $200 billion in capital expenditures for 2026, and the logic behind that number reveals something most investors are missing about where AWS demand is actually coming from.
Nvidia sits at the heart of a $2 trillion cloud backlog, and a simple monthly contribution strategy could turn that tailwind into a dramatically different number by 2030. The spread between the…
A rare-disease pipeline update and a thin post-split float are combining to send Jaguar Health (NASDAQ:JAGX) sharply higher. Jaguar Health stock is up 32% to $9.32 in morning trading, a surge rooted…
Oracle (NYSE: ORCL | ORCL Price Prediction) is in trouble. Its Project Jupiter in New Mexico has been delayed, in part, by local resistance. It has begun to take legal action to…
Amazon just shut Meta's Muse agent out of its store overnight, and the real reason goes deeper than security complaints. Two tech giants with a multibillion-dollar partnership are quietly fighting over who…
Alex Sirois Alphabet shed 3.8% in a single session with no earnings warning, no guidance cut, and no regulatory news to explain it. The gap between where the stock trades now and where analysts…
On September 21, an investor post that Chamath Palihapitiya amplified claimed Amazon had cut off Meta’s new Muse shopping agent from scraping its inventory, with Palihapitiya responding that he suspected everyone would…
AJ Tiarsmith AWS is booming, custom silicon is fully subscribed, and Wall Street has loaded up on buy ratings, but the real question is whether Amazon can clear a target that even the bulls…
Vandita Jadeja Azure just crossed a milestone that resets how analysts should value Microsoft, yet the stock sits below where it traded a year ago. The reason behind that disconnect points to an opportunity…
Meta's new AI shopping agent is rattling Instacart investors, but the real threat may not be the one the market is pricing in right now.
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