Two soft spots in an otherwise strong quarter are costing Shopify (NASDAQ:SHOP | SHOP Price Prediction) heavily. Shopify stock is at $130.01, down 17% in morning trading. The prior session closed at…
Bill Ackman is betting billions that Big Tech's ballooning data center budgets are a profit engine rather than a cash drain, but the math behind his conviction rests on assumptions that could…
Wall Street has drawn a sharp line between hyperscalers that fund AI expansion with their own cash and those that borrow or sell stock to pay for it, and the gap in…
Amazon and Intel both reported blowout AI numbers on the same day, yet one stock cratered while the other held firm. The difference comes down to what each company is actually buying…
Amazon just posted its highest ever operating margin while burning through more cash than its operations generate, and that contradiction sits at the heart of one of the most important investment decisions…
Alex Sirois Senator Elizabeth Warren opened November by targeting UnitedHealth Group (NYSE:UNH | UNH Price Prediction) again. In a Sunday post on X, she went after the company’s purchase of Amedisys: “Now Trump’s DOJ…
Alphabet's worst single-day stock drop ever spooked the market, but one buried line in the earnings filing tells a completely different story about where the business actually stands.
Wall Street is warming back up to the cloud story at Amazon (NASDAQ:AMZN | AMZN Price Prediction) after a rocky first reaction to its latest quarter. Amazon stock is at $251.77, up…
Microsoft keeps beating earnings estimates, yet its stock trades below where it stood a year ago. The reason why tells you something important about what the market is actually betting on right…
Artificial intelligence is producing real growth. The latest earnings releases show cloud revenue rose 103% at Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and 39% at Amazon (NASDAQ:AMZN). Businesses are buying computing power,…
When Microsoft announced its first major US bond sale in years, nervous investors saw red flags. I saw a company with $677 billion in signed contracts and not enough capacity to fill…
Arm Holdings has quietly shifted from smartphone chips to hyperscale data centers and its own silicon, a pivot that splits analyst opinion sharply and sends five-year return scenarios ranging from a loss…
A fresh trip to the bond market has put the AI financing of Oracle (NYSE:ORCL | ORCL Price Prediction) back under the microscope. Oracle stock is at $125.43 in morning trading, down…
Pre-Market Stock Futures: Futures are trading higher after a rough week in which sellers moved hard against the big tech companies, which reported mostly solid results. Still, massive spending on AI, free…
AWS and Azure both posted record quarters, but the two cloud giants are winning in completely different ways, and only one of them is actually funding its AI buildout from its own…
