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Amazon just hiked its capex target past $220 billion with demand still exploding, and investors are caught between fear of…
Reddit sits at the intersection of AI training data, social commerce, and authentic human conversation, making it one of the…
Every quarter, Amazon, Microsoft, and Alphabet publicly announce they cannot buy fast enough from one company, and that paper trail…
AMD's brutal 2.49 beta has punished shareholders for years, but at this stage of the AI capex cycle, that same…
Berkshire Hathaway dumped its entire Amazon stake right as the stock was about to explode higher, and the explanation has…
SpaceX is pouring billions into AI while renting out its data centers to rivals, yet its models trail the competition…
While seasoned hedge fund managers were quietly offloading their Microsoft shares, Bill Ackman made one of his biggest bets in…
Snap's stock has cratered while nearly a billion users keep scrolling, and that gap between price and audience has a…
AWS chief Matt Garman just posted something on X that stopped AI skeptics cold, and the suppliers quietly sitting on…
Four years is enough time for the right platform businesses to compound into life-changing returns, but the window to buy…
Short sellers piled into Microsoft and Amazon at historically stretched levels before earnings, and the beats that followed set off…
Amazon, Google, and Microsoft just posted their biggest weekly gains in years, and one well-known analyst says the repricing has…
Nvidia keeps smashing records while skeptics like Michael Burry stack up bearish bets against it, yet one top analyst sees…
Wall Street rewarded Microsoft and Amazon for their AI spending binges while punishing Alphabet for doing the same thing with…
Azure just did something it has never done before, and the metric buried in Microsoft's latest earnings report tells me…
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