Goldman Sachs prime brokerage data shows hedge funds leaning bearish at levels rarely seen in five years, yet those same funds are bleeding money daily while a Fed decision and two megacap…
Wall Street still treats Qualcomm like a struggling handset maker, but a string of quiet wins in automotive, data centers, and hyperscaler silicon suggests the market has badly mispriced what this company…
Most AI companies rent their way past the chip, power, and data bottlenecks that define the race. One company owns all three, and a 7% price drop just made it cheaper to…
Oracle's stock has cratered 32% this year even as its cloud business posted explosive growth and locked in hundreds of billions in future contracts. Here is why the market may be pricing…
OpenAI slashed its funding ask by a staggering amount just as public AI stocks cratered, and the timing raises serious questions about what private investors know that the market does not.
Apple just hit a record close while Nvidia shed billions in a brutal sector selloff, and the gap between the two most valuable companies on earth has shrunk to a fraction of…
Azure just crossed a milestone that has analysts quietly raising their ceiling for Microsoft, but the real story is buried in a contract number that almost nobody is talking about.
Elon Musk has raised the idea of competing with the world’s largest online retailer. A user said that Amazon (NASDAQ:AMZN | AMZN Price Prediction) was blocking Grok bots from placing orders. The…
Artificial intelligence has become Wall Street’s biggest investment opportunity and potentially its biggest vulnerability. Technology companies are committing hundreds of billions of dollars to data centers, chips, and computing infrastructure, betting that…
Rich Duprey Azure demand is outpacing supply, the commercial backlog just hit a staggering new level, and Wall Street has almost no sellers on record. Whether that setup translates into a real breakout depends…
Amazon's cloud business is accelerating at its fastest pace in 18 quarters, but the company just burned through billions in free cash flow. Whether that spending fuels massive gains or derails a…
Vandita Jadeja Christmas shopping has always required some financial juggling, but this year, Santa might need a bigger budget. American families are already contending with higher prices for groceries, electricity, gasoline, and other everyday…
For the first time since going public, Meta's AI spending outpaced every dollar it generated from operations, and the company still has no number for what comes next year.
Most investors run from Alphabet the moment they see its chip spending and rate exposure. Those are precisely the two reasons it keeps landing at the top of my watchlist.
Trump declared on Truth Social that data center developers must generate their own power and pay neighbors a dividend, but his posts named no amounts, no enforcement mechanism, and no federal program…
