Wall Street saw a massive earnings miss and hit the sell button. I read the footnotes, checked what the actual businesses returned, and opened my wallet instead.
Alphabet (NASDAQ: GOOGL | GOOGL Price Prediction) just ended a run of 12 straight quarterly earnings beats, and investors sold hard. Shares traded at $285.31 this morning, down 12.18% in the session.…
Pre-Market Stock Futures: Futures are trading lower this Friday, with the Nasdaq down almost 2.5% after a spooky day yesterday, as all major indices ended lower and most on Wall Street pointed…
Before Microsoft reported a single number this quarter, the decision was already made. Here is the thesis that keeps the buy button active even as capital spending doubles and cash reserves shrink.
Wall Street’s new AI test just tripped up Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction). The same test comes tonight after the close for Amazon (NASDAQ:AMZN). This week’s rule is simple: spend big…
Live Updates Amazon Q3 Earnings Coverage Wrap-Up4:37pm ETThat wraps up our initial coverage of Amazon’s Q3 results. Thank you for stopping by! Amazon's Q3 Earnings at a Glance4:22pm ET AMZN Amazon Q3…
Thomas Richmond UPS is betting that robots and radio tags can protect its dividend while it deliberately ships fewer boxes, but the math only works if one critical margin target holds during the busiest…
Caution is building around Amazon (NASDAQ:AMZN | AMZN Price Prediction) ahead of its upcoming third-quarter report, as a steep selloff in a fellow tech giant raises the bar for Amazon Web Services…
Artificial intelligence has become Wall Street’s biggest growth story, with technology companies pouring hundreds of billions of dollars into chips, data centers, and computing power. Investors have largely accepted that spending as…
The AI buildout is now costing Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) real cash, and a rival’s quarter just showed it doesn’t have to. Alphabet stock is at $288 in morning trading,…
When Microsoft offered buyouts to tens of thousands of employees at the same moment it pledged record AI spending, something deliberate was happening beneath the headline. Understanding that shift reveals exactly where…
Alphabet shares have quietly slipped far enough below their highs that a specific valuation gap has opened up, and the cloud growth numbers behind it tell a story most investors are not…
Pre-Market Stock Futures: Futures are trading lower after a solid day for the stock market, as the interest-rate scenario played out as we (and most across Wall Street) predicted, with the Federal…
Azure is accelerating, Copilot adoption is surging, and Microsoft's commercial backlog sits at $677 billion, yet the stock trails the S&P 500 by a wide margin. Something has to give, and the…
Institutions bailed on Alphabet after a capex report that looked like a cash bonfire, but one metric buried in the quarterly filing tells a completely different story about where this spending actually…
