Nearly every analyst loves Amazon, yet Jim Cramer calls big tech a millstone and the spending keeps climbing. One number in the next earnings report could decide whether the crowded bullish consensus…
OpenAI's new promise sounds like a clean fix for angry voters, but its fine print leaves out the leased campuses and partner sites where the real exposure sits. One of its biggest…
Anthropic's record-setting IPO was supposed to be a victory lap, but three investors are quietly pushing back on price while one blank line in the filing worries them even more. Who absorbs…
Democrats now control Congress, voters are rejecting data centers, and AI stocks are sliding as power bills become a political weapon. One hyperscaler has the balance sheet, the chips, and the valuation…
Apple, Amazon and Tesla have all slammed the door on a blockchain stock venue backed by the NYSE's parent company. One short letter and a 30-day clock give them that power, and…
Alphabet stock sank 16% in a month, and one investor keeps buying every dip. Two scenarios, one of them involving a $175 billion spending binge, explain why he thinks the downside is…
NVIDIA, Amazon, and Palantir are posting strong growth underneath a volatile October, but each stock needs something specific to happen before 2027 for bold price targets to hold up.
Qualcomm has known for years that Apple would leave, and now the CFO says it will rewrite the company's calendar. Can automotive and AI data centers fill the gap before the next…
For years, Anthropic bet that fair use covered its training needs while rivals wrote checks. Then Election Night changed the pitch. Is this a one-off for an IPO-bound AI lab, or the…
AWS just posted its fastest growth in nearly five years, yet Amazon shares tanked after earnings. The gap between what the cloud numbers are saying and how the market reacted reveals a…
The S&P 500 is headed for a near-flat start Thursday. As of about 8:20 a.m. ET, funds that track the index were up 0.1% before the bell. Under that calm number, the…
Hyperscalers lined up for Vistra's nuclear power, yet Texas price doubts just knocked the stock to a 52-week low. Is the Street seeing a bargain or ignoring a crack in the thesis,…
A quarter that beat on both lines wasn’t enough to shield Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) from a steep selloff, because a soft profit outlook and a shrinking handset business drew…
Microsoft sells AI capacity years before it exists, then pays for the build with its own cash. One investor keeps buying despite a $170 billion spending plan, and explains why Amazon and…
When AI automation cut his salary by $40,000, Henry made a desperate move to keep his old life intact, and it transformed a rough patch into a financial hole that keeps getting…
