Every hyperscaler on the planet just committed to a spending spree that funnels through one chokepoint, and the Aug. 26 earnings report will either validate the conviction or expose the cracks in…
Tech giants are pouring hundreds of billions into AI infrastructure, but a Barclays economist is pointing to a decades-old cautionary tale that suggests the productivity payoff could be further away than Wall…
New York City is on the verge of passing a law that would upend how Amazon delivers packages, and the company has quietly bankrolled a multimillion-dollar campaign to stop it before voters…
AJ Tiarsmith Oracle shares have shed a third of their value since last December, yet something in the company's latest earnings report has one investor hitting the buy button harder than ever before.
A prominent AI skeptic is making the case that the explosive revenue growth powering Google Cloud, AWS, and Azure traces back to just two companies that have never turned a profit, and…
Amazon is financing a massive gas plant in West Texas that regulators say could dwarf every other power station in America, and the company's own climate pledges are now caught directly in…
AJ Tiarsmith VFIAX is one of the most popular ways Americans own the S&P 500, but two hidden costs quietly make it the wrong choice for millions of investors, and Vanguard already sells the…
Walmart shares have cooled sharply from their highs even as the retailer posted blowout eCommerce and advertising numbers, and that tension between strong fundamentals and a sliding stock price is exactly where…
S&P 500 earnings just shattered a record that has stood since 2008, but two tech giants are responsible for a distortion that changes everything investors think they know about this earnings season.
eBay just delivered its strongest fundamentals in years, yet the stock slipped and Wall Street shrugged. One outlier analyst sees something the rest of the Street is missing, and the gap in…
Amazon and MercadoLibre both crushed Q2 estimates, but one is burning cash to dominate the next decade while the other sacrifices margin to rewire consumer behavior across an entire continent. Picking the…
Four of the sharpest institutional investors on the planet converged on the same three stocks in Q1 2026, and one of those picks is down nearly 17% this year. Here is what…
Shopify just posted its biggest single-day earnings pop in recent memory, and the rally may not be finished. Here is where the stock could land before December and what threatens to knock…
Shopify just posted its cleanest quarter in years and sent its stock surging, but the real question is whether that momentum carries into 2027 or runs out of road at today's prices.
Amazon just hiked its capex target past $220 billion with demand still exploding, and investors are caught between fear of runaway spending and the possibility that Andy Jassy is executing the same…
Joey Frenette 
