Amazon's e-commerce empire quietly rivals some of the world's largest corporations, yet investors keep treating it as the boring half of the business. Understanding what each division is actually worth changes everything…
Big Tech has quietly spent a sum that rivals the GDP of a mid-sized country building AI infrastructure, but the real financial reckoning has not yet arrived on any income statement. One…
Goldman Sachs builds its Conviction List by identifying stocks where analysts hold their highest confidence in outperformance, and this month's screen turned up five dividend payers with yields that income investors rarely…
Trump is cheering on the AI data center boom as a golden goose, but the CEOs of Apple, Amazon, and Micron are quietly confirming what millions of families already sense at the…
AWS just committed a staggering sum to plant its flag in a sovereign AI market that could reshape the global cloud race, and Wall Street is still figuring out what it means…
Wall Street keeps punishing Amazon every time AI capex headlines hit, and one investor keeps buying the dip. The reason has nothing to do with quarterly earnings and everything to do with…
AWS just posted its fifth straight quarter of accelerating growth while Amazon's advertising and AI businesses quietly crossed thresholds that Wall Street has not fully priced in yet. Here is what the…
Amazon and Alphabet both broke cloud growth records in Q2 while burning through historic levels of capital, but their funding strategies and margin runways point in starkly different directions for investors deciding…
Microsoft just posted one of the strongest months in mega-cap tech, but the timing raises a question that cuts both ways for shareholders sitting on fresh gains.
Jim Cramer spent Tuesday questioning Nvidia's biggest strategic moves, then reversed course Wednesday with one of his most bullish calls in years. Here is what changed his mind.
Amazon is surging 4% on a massive GPU expansion deal with the very chip supplier that is simultaneously sinking 4% on the same news. The split tells a story about where Wall…
Azure just crossed $100 billion and commercial bookings are stacking up at a pace that redefines what valuation ceiling even means for a company this size. The math toward an unprecedented market…
Amazon is pouring hundreds of billions into AI infrastructure while free cash flow turns negative, yet something unexpected is showing up in its retail data that suggests this spending may be doing…
Rich Duprey Dan Ives went on live TV and named six AI stocks he says will lead the next leg up. Every single one was already sitting inside a fund that bears his name,…
AI infrastructure spending is accelerating toward numbers that would have seemed absurd two years ago, and three mega-caps sit directly in its path. The question is which one gives a patient investor…
