8:45am ET
Investing
Two Reasons Keep Me Buying Amazon Without Fear
AWS is accelerating while spending $200 billion, and the math behind it either makes this the most confident buy of the decade or a very expensive lesson in timing.
AMZN Coverage Page 2
8:45am ET
Investing
Alphabet’s Rapid Cloud Expansion AI Wins Matter But I Keep Buying For Something Else
Alphabet's cloud growth rate gets all the attention, but one number buried in the earnings report is why I keep adding shares every quarter and plan to keep doing it.
7:15am ET
Investing
Microsoft Could Be Worth Far More as Its Cloud and AI Businesses Scale
Azure is accelerating, the commercial backlog just hit a staggering new record, and Wall Street is nearly unanimous on the stock. So why does free cash flow keep shrinking, and what does…
5:33pm ET
ETF
You Bought VOO to Own the S&P 500. On $500,000, One Chipmaker Is $40,400 of It
A single retirement account holding VOO may carry far more exposure to one chipmaker than its owner ever intended, and the fund's own prospectus quietly warns about exactly this kind of concentration…
10:45am ET
Investing
I’m Making a Contrarian Bet on Oracle at What Seems Like The Worst Moment Possible
Oracle shares have shed half their value while the company quietly signed a backlog so large it dwarfs what most investors think the business is worth. Here is why the selloff looks…
9:05am ET
Investing
S&P 500 Just Hit Record High in October. History Stands Ready to Repeat Itself.
AI-related companies now control a share of the S&P 500 that rivals the most dangerous concentration episode in American financial history, and the last time anything came close, investors lost fortunes even…
9:00am ET
Investing
58 Analysts, Zero Sells, 28% Upside: Amazon’s Setup Right Now
Wall Street's analyst community has reached something close to a verdict on Amazon, and the bears are nowhere to be found. But the real question is whether AWS's $496 billion backlog and…
7:15am ET
Investing
What Projected Job Cuts at These Two Mag 7 Firms Says About AI in 2027
Amazon and Meta are both slashing jobs while pouring record billions into AI, but the strategies behind their cuts reveal something unexpected about which company actually profits from replacing its own workers.
4:00pm ET
Investing
Michael Moritz Says Most Investors Can’t Do the One Thing That Actually Makes Money
Michael Moritz backed Google, PayPal, and Stripe, and Charlie Munger credited one specific trait for his success over smarter rivals. His single question about Amazon stops experienced investors cold and exposes the…
Chris Lange 8:23am ET
Investing
Trump Administration Brings The Hammer Down On Microsoft After Vance Said The Company Laid Off “6,000 American Workers” While Getting 6,300 H-1B Visas For Foreign Workers
JD Vance froze Microsoft and several tech giants from a key immigration program, citing a pattern of bad-faith hiring that he says replaced American workers with foreign ones. Then, hours later, President…
12:15pm ET
Investing
Meta’s Muse Is Getting Blocked at the Door. The Target Still Says $900+
Amazon just slammed the door on Meta's Muse agent, yet Wall Street is not flinching. Here is why one major bank sees the block as a footnote to a much bigger story…
11:14am ET
Investing
“Utterly Impossible”: Musk’s Delta Joke Drew 91,000 Likes. Then Delta Slashed Its Profit Forecast As Fuel Costs Jumped $6 Billion.
At 6:18 p.m. ET on October 8, 2026, Elon Musk posted on X: “Excited to announce that all super intelligence organizations have now jointly agreed to the ultimate in AI/SI safety: Moving…
10:30am ET
Investing
The Market Is Underestimating What AI Could Mean for This Company
AWS just posted its fastest growth in 18 quarters, OpenAI and Anthropic locked in gigawatts of custom chip capacity, and yet Amazon shares sit 15% below their 52-week high. Something in that…
9:00am ET
Investing
An Nvidia Director Sold $947 Million of Stock Last Quarter, More Than Any Other U.S. Insider
A longtime Nvidia director quietly converted a massive block of stock into cash just weeks before the company hit an all-time high, raising a question Jensen Huang's summer of silence makes harder…
7:15am ET
Investing
Prediction: Oracle Has 49% Upside as Cloud Backlog Signals Major Growth Shift
Oracle's cloud backlog keeps growing and its quarterly results keep beating estimates, yet the stock sits near a 52-week low. Something in that gap is either a serious warning sign or the…