Our Amazon (NASDAQ:AMZN | AMZN Price Prediction) view is straightforward: the cloud and AI infrastructure story is accelerating, the model still has room to re-rate, and the recent pullback has reset valuation…
Vandita Jadeja Iconic founders and long-tenured CEOs rarely walk away entirely. They migrate to the executive chairperson seat, retaining board voting power, equity alignment, and strategic influence. The pattern signals whether a handoff is…
A striking observation from Charles Schwab’s On Investing podcast episode “Concentration Risk Meets Diversification Reality” reframes how passive investors should think about their S&P 500 exposure heading into the back half of…
Once Netflix (NASDAQ: NFLX | NFLX Price Prediction) dropped out of the race for Warner Bros. Discovery, it was supposed to bounce back. Most investors in the company could not see why…
Picture a first-time investor who sinks $200 into Intel shares and watches the position climb to $850, a 280% gain. The instinct is to feel like a genius and let it ride.…
The cooldown period for the broad basket of AI stocks, especially the semiconductors, appears to have ended, thanks in part to the rise of agents and powerful frontier models like Anthropic’s Claude…
Bank of America has added FedEx (NYSE:FDX | FDX Price Prediction) to its “US 1 List,” a collection of its best investment ideas. The move, announced May 11, is a high-conviction symbolic…
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) could lose its crown as the world’s most valuable company. Alphabet’s (NASDAQ: GOOG) market cap sits at over $4.8 trillion. NVIDIA’s is $5.2 trillion trillion.…
The question is not whether Amazon (NASDAQ: AMZN | AMZN Price Prediction) will run low on cash. The question is how low. Some of the other mega-cap tech companies have similar problems,…
Shares of The Trade Desk (NASDAQ:TTD | TTD Price Prediction) are down roughly 13% to $20.41 in early Friday trading after the company posted a Q1 2026 earnings miss and issued a…
On Meta’s Q1 2026 earnings call, CFO Susan Li said the quiet part out loud. “We recently shared internally that we plan to reduce the size of our employee base in May.…
Vanguard Total Stock Market ETF (NYSEARCA:VTI) and iShares Core S&P Total U.S. Stock Market ETF (NYSEARCA:ITOT) both promise the entire investable US equity market in a single ticker. Yet the index each…
Mark Zuckerberg told 8,000 Meta employees in early May that their jobs were a casualty of the company's AI infrastructure budget. Through mid-July 2026, more than 165,000 tech workers have been cut…
The Number Alphabet (NASDAQ:GOOG | GOOG Price Prediction) reported Q1 FY2026 net income of $62.58 billion on April 29, 2026 via 8-K filing. That works out to roughly $1 million in profit…
Andy Jassy is going all in. Amazon (NASDAQ:AMZN | AMZN Price Prediction) plans to deploy roughly $200 billion in CapEx in 2026, the largest single-year infrastructure bet in corporate history. The market…
Joel South 
