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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…
Andy Jassy is pouring roughly $200 billion into data centers while free cash flow craters, and that tension between brutal…
AWS just posted its fastest growth in 15 quarters while Amazon commits to a staggering AI bet that could either…
Microsoft is collecting AI paychecks right now while Amazon burns through billions building chips and power lines. Which strategy wins…
Amazon is burning through tens of billions in capex to own the AI backbone while Shopify spends almost nothing and…
Every headline says Google is hemorrhaging its best AI minds to Anthropic and OpenAI, and that narrative has created one…
Apple and Amazon posted identical revenue growth last quarter, yet the two companies are betting on opposite visions of the…
Ken Griffin's Citadel holds Microsoft, Amazon, and Apple as mega-cap anchors, but current valuations tell three very different stories about…
When Amazon raised $25 billion in new debt, most investors saw a red flag. Here is why that reaction got…
Pershing Square's five-stock book is quietly beating the market while four of those names bleed red year to date, and…
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