Amazon (NASDAQ: AMZN | AMZN Price Prediction) is America’s dominant retailer. In this year’s Fortune 500, it overtook Walmart (NYSE: WMT) to become the nation’s largest company by revenue. Walmart held that…
Amazon just posted its highest operating margin ever and AWS revenue surged 39%, yet the stock barely moved. There is a specific combination of factors that could push shares to a level…
Vandita Jadeja AWS capacity keeps selling out before Amazon can build it, retail margins hit record highs, and the capex bill is climbing toward $220 billion. Here is why those problems look like reasons…
UPS has held its dividend flat for seven straight quarters while paying out nearly 90 cents of every free cash flow dollar, a combination that puts retirees on edge and raises a…
Picture a married near-retiree with $720,000 of their 401(k) in an S&P 500 index fund. That one fund puts roughly $345,600 into the AI trade without a single stock pick. The math…
Anthropic's IPO filing quietly reveals a web of supplier relationships where the same companies backing the startup are also depending on it to survive, and the numbers behind those deals raise serious…
Two soft spots in an otherwise strong quarter are costing Shopify (NASDAQ:SHOP | SHOP Price Prediction) heavily. Shopify stock is at $130.01, down 17% in morning trading. The prior session closed at…
Bill Ackman is betting billions that Big Tech's ballooning data center budgets are a profit engine rather than a cash drain, but the math behind his conviction rests on assumptions that could…
Wall Street has drawn a sharp line between hyperscalers that fund AI expansion with their own cash and those that borrow or sell stock to pay for it, and the gap in…
Amazon and Intel both reported blowout AI numbers on the same day, yet one stock cratered while the other held firm. The difference comes down to what each company is actually buying…
Amazon just posted its highest ever operating margin while burning through more cash than its operations generate, and that contradiction sits at the heart of one of the most important investment decisions…
Alex Sirois Senator Elizabeth Warren opened November by targeting UnitedHealth Group (NYSE:UNH | UNH Price Prediction) again. In a Sunday post on X, she went after the company’s purchase of Amedisys: “Now Trump’s DOJ…
Alphabet's worst single-day stock drop ever spooked the market, but one buried line in the earnings filing tells a completely different story about where the business actually stands.
Wall Street is warming back up to the cloud story at Amazon (NASDAQ:AMZN | AMZN Price Prediction) after a rocky first reaction to its latest quarter. Amazon stock is at $251.77, up…
Microsoft keeps beating earnings estimates, yet its stock trades below where it stood a year ago. The reason why tells you something important about what the market is actually betting on right…
