Anthropic's IPO lands next month, and two cloud giants hold the biggest stakes. One bought in cheaply but must wait to collect, while the other's payoff barely moves its stock. Which investors…
Anthropic's latest filing shows a startling one-month surge, but buried in the fine print is a warning that growth may slow sharply. Amazon and Alphabet both have billions riding on it, and…
Constellation Energy just raised guidance for the second time this year, yet its payout barely registers. Tech giants are signing decades-long power deals, but management is spending cash somewhere other than dividends.…
Another European country cleared Tesla (NASDAQ:TSLA | TSLA Price Prediction) to offer its driver-assistance software, and electric vehicle (EV) stocks split along that line. Tesla stock is at $393.59, up 4% in…
Wall Street sees Microsoft's data center spending as a cash bonfire, and the stock keeps sliding. One overlooked figure on the balance sheet changes how that spending looks, and it explains why…
Amazon just posted its fastest cloud growth in nearly five years, yet a $220 billion spending binge has pushed free cash flow negative. Which force wins out, and how far could the…
Every quarter, one investor hunts for the crack in his Amazon thesis, and every quarter AWS closes it. But a $220 billion spending binge and a razor-thin cash cushion could still bite…
Google sells its own TPUs and Amazon pushes Trainium, yet both keep writing NVIDIA enormous checks. One supply bottleneck and one software moat explain why the custom-chip threat may be harder to…
Few satellite stocks have had a tougher 2026 than AST SpaceMobile (NASDAQ:ASTS), and its latest quarterly report added to the pressure. AST SpaceMobile stock is down 55% year to date (YTD) to…
Amazon's cloud business is accelerating at a pace not seen in nearly five years, and the CEO is dreaming of trillion-dollar revenue. But one massive spending bill stands between investors and the…
Vandita Jadeja The allegations surrounding NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) moved from a personal scandal to an export-control problem on Tuesday. The Information reported that CEO Jensen Huang’s relationship with Alice Huang (no…
Amazon's cloud arm just posted its fastest growth in nearly five years, yet a spending spree is draining cash at a startling pace. Can the profit engine outrun the bill, and why…
As AI, security and data rules tighten, one cloud giant keeps passing every test while rivals borrow money and burn cash. The biggest threat to this bull case is a spending number…
Both cloud giants just posted their fastest growth in years, yet their custom chips serve opposite goals. One bets on owning every layer of AI, the other on winning no matter which…
One company sits at the center of a spending web that ties together six megacaps, and Steve Eisman thinks its stumble would ripple far beyond tech. Before you trust your index fund,…
