Philippe Laffont, billionaire founder and portfolio manager of Coatue Management, framed artificial intelligence as the defining economic shift of the coming decades and predicted that the first $10 trillion company is on…
Amazon (NASDAQ:AMZN | AMZN Price Prediction) is a stock worth owning for the next two decades because three high-margin engines, AWS, advertising, and Prime subscriptions, now compound on top of a retail…
Alex Sirois Amazon (NASDAQ:AMZN | AMZN Price Prediction) just delivered its fastest AWS growth in 15 quarters, yet shares have pulled back from recent highs. With analyst consensus overwhelmingly bullish, our proprietary model offers…
Vandita Jadeja On CNBC last week, Kate Rooney walked viewers through a number that should reframe how tech investors think about their portfolios. “The biggest tech companies are now expected to spend about $750…
Shares of CoreWeave (NASDAQ:CRWV) are sliding midday Monday, with CoreWeave stock down 5% to $112 as the AI cloud infrastructure provider makes its official NASDAQ 100 debut. The move turns what is…
Amazon (NASDAQ:AMZN | AMZN Price Prediction) just posted a blowout quarter Q1 2026 EPS of $2.78 beat consensus by 60.69%, AWS reaccelerated to 28% growth, the fastest in 15 quarters, and chips…
Berkshire Hathaway, now under CEO Greg Abel, disclosed in its Q1 2026 13F filing the acquisition of almost 40 million shares of Delta Air Lines (NYSE:DAL | DAL Price Prediction), a position…
David Tepper’s Appaloosa Management trimmed NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) by roughly 13% of shares and cut AMD (NASDAQ:AMD) by roughly 32% of shares while nearly doubling its Amazon position, adding…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) stock is down 6% in Monday midday trading, sliding to around $346. The selloff in Alphabet shares is the most prominent move among the hyperscalers today.…
It’s hard to know what to make of quantum computers. On the one hand, it may very well be like where AI was five or seven years ago. And, if that’s the…
It really doesn’t matter who made the statement if he or she really, really knows what they are talking about. Richard Liu, founder and chair of JD.com, said that “sooner or later”…
Live Updates Big Tech, Down Big but Chip Stocks Shine12:38pm ETBig Tech stocks are down big today, including Google parent Alphabet (Nasdaq: GOOGL), which at a 5% drop is suffering its most…
The SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA) has climbed about 7% year to date and is up almost 22% over the past year, but those returns hide a dramatic shift…
Jeff Bezos built one of the largest fortunes in history by dominating a roughly $7 trillion global ecommerce market. His next act aims at a target an order of magnitude larger. In…
Amazon (NASDAQ:AMZN | AMZN Price Prediction) trades at $237.50 after a 10.33% pullback over the last month. With AWS reaccelerating, advertising compounding, and custom silicon scaling fast, I see the recent weakness…
Vandita Jadeja 
