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Morgan Stanley just raised its AI spending forecast to a staggering new ceiling, but the firm's own analysts warn that…
One investor says natural gas is about to do to Microsoft and Amazon what memory chip shortages did to cloud…
Wall Street sees Amazon's ballooning capital expenditures as a warning sign, but one investor reads the same number as something…
The five biggest names in tech are reporting earnings this week, and their balance sheets will look reassuringly clean. But…
Oracle shares have shed nearly half their value in twelve months while the company quietly piles up a backlog larger…
Four of the sharpest hedge fund managers on the planet just stacked their portfolios into the same three stocks, and…
Sixteen Nobel laureates just signed a letter that puts two of AI's most prominent skeptics in the same camp as…
Amazon's Trainium chips just crossed a threshold that puts them in NVIDIA's direct sales lane for the first time, and…
Chip stocks surged and early Q2 reports crushed expectations, but the bigger question is whether this momentum can hold as…
Investors have long priced in oil shocks and inflation from Middle East conflicts, but the Iran war is targeting something…
Wall Street still prices Amazon like a retailer, but one shareholder keeps accumulating shares for a reason most investors have…
Ray Dalio's Bridgewater holds major stakes in Amazon, NVIDIA, and Alphabet, but one of the three flashes a warning sign…
Wall Street keeps punishing Amazon over a $200 billion capex number, but there is a figure buried in the company's…
Amazon is burning through cash at a historic rate while simultaneously locking in the most lucrative AI contracts on the…
Appaloosa Management just concentrated its biggest US equity bets across five stocks that together cover every layer of the AI…
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