AWS just posted its fastest growth in 18 quarters while Amazon is burning through capex at a rate that swung free cash flow negative. Here is why that tension keeps me adding…
Compounding is boring until you look at the receipts. Three businesses have quietly turned a decade of reinvested cash flow into life-changing returns, and the engines that produced those returns are still…
QQQ turned $100,000 into a million dollars faster than most retirement plans dare to model, but the math depends entirely on which decade you believe comes next.
Generac Holdings (NYSE:GNRC | GNRC Price Prediction) stock is up 16% to $203.76 in Thursday morning trading after the backup-power maker announced a long-term agreement to supply generators for hyperscale data centers.…
Among the 15 richest billionaires on the Bloomberg Billionaires list, almost everyone made their money as a tech company founder or CEO. The tech label does not apply to Warren Buffett. The…
Snap just strapped Salesforce, NVIDIA, and Amazon onto its AR glasses and called it an enterprise play, but one critical question separates a clever demo from a real business.
David Moadel Amazon's stock chart tells one story while the business underneath tells a completely different one, and the gap between those two narratives is exactly where the opportunity lives.
Alphabet's Search dominance built the empire, but a fast-moving segment now dwarfs it in growth rate and commands a backlog larger than the company's entire annual revenue. Here is what that shift…
Regulators keep throwing billion-dollar fines at Alphabet and the company barely notices, which raises a more interesting question about how you value a business that outgrows its own penalties every few weeks.
Alex Sirois Oracle just delivered a blowout quarter and its shares cratered anyway, but a handful of Wall Street analysts are calling the selloff the opportunity of the year with a price target that…
Amazon just acquired the team behind a wildly popular open-source analytics engine, but the code stays free for Microsoft, Google, and every other rival to use. So what exactly did Amazon buy,…
Omor Ibne Ehsan Amazon just booked six more rockets and locked in enterprise deals with Delta, JetBlue, and Vodafone, yet Starlink still holds advantages that launch contracts alone cannot solve.
One Magnificent Seven stock is growing its cloud business faster than any rival while trading at a fraction of their valuations, and the gap between where it sits today and where the…
Vandita Jadeja Every analyst covering Amazon is bullish, earnings growth is running at triple digits, and AWS just hit its fastest expansion in four and a half years, yet the stock sits 12% off…
Vandita Jadeja AI capital spending has become the single most important tell for where cloud demand is heading. When a hyperscaler doubles capex, it is contracting land, power, GPUs, and years of customer commitments…
