Three separate revenue engines, a dividend that keeps climbing, and a capex bill that would sink most companies. Here is why one investor keeps adding to Microsoft every quarter anyway.
Pre-Market Stock Futures: Futures are trading higher as we head into a new week that will finish out October, with traders trying to rally stocks after last week’s losing effort. With Halloween…
Amazon (NASDAQ:AMZN | AMZN Price Prediction) reports third-quarter results Thursday, Oct. 29, after the bell. AWS has a $496 billion backlog, and I’ll be watching how fast that backlog turns into revenue.…
Rich Duprey Generac (NYSE:GNRC | GNRC Price Prediction) reports third-quarter results Wednesday, October 28, before the market opens. This is the first earnings report since Generac disclosed its backup power deal with Amazon (NASDAQ:AMZN).…
Andy Jassy says AWS capacity years out is already spoken for, yet Amazon is burning cash at a pace that raises an uncomfortable question about who exactly is doing the booking and…
Omor Ibne Ehsan Billions in AI spending promise to transform home care with smarter scheduling and faster assessments, but a widow recovering from a fall could still face an unexpected bill if she assumes the…
Corning (NYSE:GLW | GLW Price Prediction) reports third-quarter results before the open on Tuesday, Oct. 27. The stock is down 19.93% over the past month. This report needs to show that AI…
Neighbors fought back against a massive Amazon data center project in Virginia, and something unexpected happened next. The outcome could set a precedent that forces every major cloud company to rethink where…
Omor Ibne Ehsan Amazon survived a brutal 50% stock collapse, a CEO transition, and its first losing year in nearly a decade, then came roaring back with cloud growth nobody saw coming. Whether you bought…
Chris Lange AWS just posted its fastest growth in 18 quarters, yet Amazon shares still sit well below their 52-week high. The path to $500 by 2030 exists, but it hinges on one part…
Vandita Jadeja Goldman Sachs prime brokerage data shows hedge funds leaning bearish at levels rarely seen in five years, yet those same funds are bleeding money daily while a Fed decision and two megacap…
Wall Street still treats Qualcomm like a struggling handset maker, but a string of quiet wins in automotive, data centers, and hyperscaler silicon suggests the market has badly mispriced what this company…
Most AI companies rent their way past the chip, power, and data bottlenecks that define the race. One company owns all three, and a 7% price drop just made it cheaper to…
Oracle's stock has cratered 32% this year even as its cloud business posted explosive growth and locked in hundreds of billions in future contracts. Here is why the market may be pricing…
OpenAI slashed its funding ask by a staggering amount just as public AI stocks cratered, and the timing raises serious questions about what private investors know that the market does not.
