Both Alphabet and Amazon just posted accelerating cloud growth and are pouring tens of billions into AI infrastructure, but only one of them trades at a bargain multiple while controlling every layer…
When a CNBC anchor made the case for American AI dominance on a comedy show, she got the national security argument exactly right and the investment argument exactly backwards. Here is what…
Citi's strategist set a bold year-end price target for the S&P 500, but the math only works if a beaten-down slice of the market stops bleeding while Treasury yields are still climbing…
Intel and Qualcomm both showed up to earnings with a fresh AI identity, but investors have been voting with their feet ever since. One company is already cashing AI checks while the…
Amazon has rewarded patient investors for a decade, but the next five years look nothing like the last, with a $200 billion spending bet that could either cement its dominance or drag…
Vandita Jadeja Amazon is reportedly closing in on a $7 billion deal for a startup with barely 100 employees and no disclosed revenue, and the real prize has nothing to do with the flashy…
Amazon is burning through cash at a historic rate while simultaneously betting on the biggest spending cycle in its history. Whether that gamble pays off for investors depends on two numbers that…
Vandita Jadeja Alphabet and Amazon are each pouring roughly 200 billion dollars into AI data centers, but their capex strategies look nothing alike, and one company is already translating that spending into growth at…
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.
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.
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…
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…
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…
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…
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…
