Amazon sits 13% below its 52-week high while AWS just posted its fastest growth in 15 quarters, and a $200 billion capex overhang is the only thing keeping most investors from noticing.
Alex Sirois The Fed held rates steady, GDP disappointed, and inflation refused to cooperate, yet stocks climbed anyway. Microsoft gave the bulls a reason to cheer while Meta's free cash flow collapse and mixed…
Azure just crossed a milestone that the bears said was years away, and Microsoft shares are reacting in a way that's putting pressure on every other cloud name heading into a pivotal…
Alphabet and Amazon both dropped massive AI infrastructure numbers this quarter, but pouring billions into compute means nothing if you cannot turn silicon into revenue before the interest clock runs out. One…
Amazon has shed 6% in a week while sitting on the most aggressive capital spending in its history, yet Wall Street still sees a breakout coming. Here is what makes or breaks…
Bill Ackman runs a concentrated quality portfolio. David Tepper trades distressed assets and macro trends. When two billionaires with completely opposite investing styles both stack more than 15% of their capital into…
Joel South Alphabet just posted record earnings and the market punished it anyway. Here is the contrarian case for why that sell-off is the exact moment to load up on shares.
Amazon just killed off several of its flagship Nova AI models days after laying off engineers from its AGI division, and the timing looks alarming. But the $200 billion still flowing into…
Rich Duprey Short sellers are loading up against Meta, Amazon, and Microsoft just days before their earnings reports, and Alphabet's post-beat selloff shows exactly why a strong quarter may no longer be enough to…
Amazon prints cash at hyperscale while MercadoLibre burns it to conquer Latin America, and the gap between their 2026 strategies sets up a fascinating fork in the road heading into 2027.
For three years one question kept me from going all-in on Alphabet, and last week's earnings finally forced me to answer it. Now I'm loading up, and the reason has nothing to…
Amazon reports Q2 earnings on July 30, and the setup looks unlike anything the stock has offered in years. Four compounding business segments, a cloud franchise hitting multi-year highs, and a $200…
One advantage buried inside corporate laptops worldwide keeps pulling me back to the same stock, and it has nothing to do with the AI hype cycle everyone else is chasing.
Bill Ackman just placed two multi-billion-dollar bets on beaten-down Mag 7 giants at the same time, a move rare even for him. Whether his reasoning holds up for investors who cannot afford…
Memory stocks are cratering for the second straight session with no company-specific bombshell to blame, and Big Tech earnings due Wednesday could either end the pain fast or send the group into…
