Most AI investments force a choice between owning the infrastructure and cashing in on the product. One company has quietly collapsed that tradeoff in a way that changes the math on every…
Alex Sirois Hyperscaler giants are hemorrhaging cash while two chip names absorb every dollar they spend, but only one of those chipmakers belongs in a retirement portfolio and the answer may surprise you.
Every time Wall Street panics over Amazon's massive capital spending tab, one investor hits the buy button again. Here is the contrarian case that the loudest critics are confusing a bill for…
Wall Street is bracing for the worst out of Big Tech's Q2 earnings, and that gap between dread and reality may be exactly what sends the next rally higher. Five hyperscalers report…
Omor Ibne Ehsan Tech giants are borrowing at a pace that would have seemed unthinkable just a few years ago, betting that AI revenues will eventually justify the load. But skeptical investors, blocked construction projects,…
SentinelOne has quietly built a cybersecurity platform that four of the world's most powerful tech companies would each benefit from owning, but for very different reasons. Only one of them makes a…
Jim Cramer owns six of the Magnificent Seven and argues that grouping them together is one of the costliest mistakes an investor can make. The five dimensions separating these stocks reveal why…
The ARK Innovation ETF (NYSEARCA:ARKK) remains one of the most recognizable thematic funds on the market, marketed as a bet on disruptive innovation across AI, genomics, fintech, and autonomous technology. Investors hold…
Amazon's fastest-growing divisions now carry margins that retailers can only dream about, and the market is starting to reprice the entire empire around them. Whether that repricing has further to run depends…
Chris MacDonald Hyperscalers are posting record capital expenditures while free cash flow craters, yet Microsoft, Amazon, and Alphabet insist every data center is already sold before the first server goes in. A top Wall…
Jim Cramer just made his first bearish call in 25 years, and the trigger was not a market crash or a recession signal but a bond deal and a record-breaking equity offering…
Jim Cramer says the SK Hynix mega-listing clears the biggest threat hanging over AI stocks in 2026, but one scenario could blow that thesis apart before summer ends.
David Moadel AWS just posted its fastest growth in 15 quarters while free cash flow collapsed 95%, and that contradiction is exactly what makes Amazon's setup so compelling right now.
Vandita Jadeja Six tech giants have flooded the corporate bond market with a level of borrowing that dwarfs anything seen in recent memory, and the bet only pays off if AI delivers returns at…
Rich Duprey Amazon is sitting on a backlog that dwarfs what most investors are watching, yet insiders are selling and free cash flow has nearly vanished. Before you decide what to do with AMZN,…
Alex Sirois 
