Customers are signing contracts with Microsoft faster than the company can build data centers to serve them, and the backlog number that results may be the most important figure most investors have…
Artificial intelligence has become Wall Street’s favorite investment theme, helping push stocks to record highs while raising concerns about how long the boom can last. For retirees, the stakes are especially high.…
Anthropic’s S-1 mentions AI could affect jobs in the technology, finance, law, and consulting sectors. Last year, CEO Dario Amodei said unemployment in the US could be affected enough that the national…
Rival AI chip architectures are headed for one shared cloud at Oracle (NYSE:ORCL | ORCL Price Prediction), and Wall Street is adopting the plan. Oracle stock is at $132.28, up 5% in…
Alphabet just doubled its capital spending while suspending buybacks, yet its AI flywheel connecting YouTube and Search keeps accelerating in ways most investors have not fully priced in.
MercadoLibre posted record revenue while its stock cratered, and two Wall Street firms now see a path to 50% gains from here. Whether that gap closes depends on a margin story that…
Our proprietary model and the full Wall Street consensus landed on virtually the same Amazon price target, but one upcoming earnings report could confirm the trade or blow the thesis apart.
Azure is accelerating, Copilot seats are piling up, and OpenAI just made a commitment that changes the math on Microsoft's cloud business entirely. But one expense line is growing faster than almost…
A single share of stock with no economic value will hand Anthropic's seven co-founders permanent majority voting control the moment the company goes public, and the mechanism buried in its S-1 is…
Most QQQ investors never think about its dividend, but the payout has quietly done something surprising over the past five years that almost nobody notices until they check their tax forms.
Amazon's stock has barely budged this year, yet the business underneath it is accelerating in ways that make most rivals look structurally overpriced. One looming risk, though, could unravel the entire thesis…
Amazon's stock sits well below its 52-week high while its core businesses accelerate at triple-digit rates, and that gap creates a question every investor holding cash should run the numbers on before…
Vandita Jadeja Anthropic filed publicly for its IPO on Oct. 26, 2026, and Election Day comes on Nov. 3. Michael Pearce, chief U.S. economist at Oxford Economics, says the biggest risk to the AI…
There are a couple of ways to look at it, but the picture is about the same. MarketBeat shows that 54 of the 55 analysts who cover Nvidia (NASDAQ: NVDA | NVDA…
Oracle just posted its strongest cloud growth in years, yet the stock sits near a 52-week low while Wall Street debates whether the debt-fueled AI buildout is a trap or a once-in-a-decade…
