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…
Artificial intelligence is producing real growth. The latest earnings releases show cloud revenue rose 103% at Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and 39% at Amazon (NASDAQ:AMZN). Businesses are buying computing power,…
When Microsoft announced its first major US bond sale in years, nervous investors saw red flags. I saw a company with $677 billion in signed contracts and not enough capacity to fill…
Arm Holdings has quietly shifted from smartphone chips to hyperscale data centers and its own silicon, a pivot that splits analyst opinion sharply and sends five-year return scenarios ranging from a loss…
A fresh trip to the bond market has put the AI financing of Oracle (NYSE:ORCL | ORCL Price Prediction) back under the microscope. Oracle stock is at $125.43 in morning trading, down…
Pre-Market Stock Futures: Futures are trading higher after a rough week in which sellers moved hard against the big tech companies, which reported mostly solid results. Still, massive spending on AI, free…
AWS and Azure both posted record quarters, but the two cloud giants are winning in completely different ways, and only one of them is actually funding its AI buildout from its own…
Amazon's latest earnings report spooked the market, but Jim Cramer sees something in the numbers that most investors are missing. Whether he is right depends on a few critical signals buried beneath…
France just voted to bill Netflix, Google, and Meta by the gigabyte, and the revenue estimate runs into the billions. Whether it survives the Senate and a potential White House response is…
Amazon just filed paperwork for a borrowing tool it has never used before, one that puts actual equipment on the line as collateral, and the reason behind that shift reveals how stretched…
Omor Ibne Ehsan The five biggest names in tech are now writing checks their operations alone cannot cover, and the gap between what they spend on AI and what they earn is widening fast enough…
Chip stocks cratered, the Nasdaq-100 crossed a line it has not crossed all year, and one portfolio manager says the AI trade just entered a dangerous new phase that separates believers from…
The Binance hack rattled crypto markets the same day disappointing tech earnings dragged the Nasdaq lower, and even gold stumbled. Three past shocks reveal a pattern in Bitcoin's behavior that raises serious…
UPS rode a pandemic surge to all-time highs, then spent years in freefall while its biggest rival kept stealing volume. Whether a decade of generous dividends was enough to make loyal shareholders…
Alphabet shares have dropped nearly 8% in a week just as its cloud business is accelerating at a historic pace, and that gap between price and momentum raises a question worth examining…
