Anthropic's IPO could reprice one of the most valuable private stakes in tech, and the company holding it also collects rent on every GPU Anthropic runs. The question is whether the market…
Goldman Sachs just overhauled its Conviction List with five new additions, and the upside targets on some of these picks will raise eyebrows. One hyperscaler alone carries a 51% potential gain, but…
Fifty-two analysts cover Microsoft and not one recommends selling, yet the stock has gone nowhere for a year while Azure just crossed a historic revenue threshold. Something in that gap between Wall…
Amazon and Alphabet both booked staggering Anthropic gains last quarter, yet the two hyperscalers are playing completely different games with the AI company heading toward a public listing.
AWS just posted its fastest growth in 18 quarters and analysts are nearly unanimous in their bullishness, yet Amazon shares sit well below Wall Street's targets. Here is what a five-year hold…
Vandita Jadeja Elon Musk publicly predicted Delta's CEO will lose his job over a Wi-Fi decision, and now United and American are spending real money to make that happen by poaching the elite flyers…
On Wednesday, Alphabet‘s (NASDAQ:GOOGL | GOOGL Price Prediction) Google unit unveiled Gemini 4 Argon, a frontier AI model aimed directly at enterprise work, and the market is declining to pay up for…
Warehouse demand is accelerating from e-commerce, defense, and data centers all at once, and three industrial REITs are quietly capturing that rent growth while their dividends still have plenty of room to…
Oracle's cloud business is growing faster than it has in years, yet the stock has been cut nearly in half. Our model finds a jarring disconnect between what the business is doing…
Amazon shares sit 14% below their 52-week high, yet one specific earnings report next month could set the stage for a 62% surge over the next two years. Here is the exact…
Vandita Jadeja Stocks priced under $10 get dismissed as risky bets, yet some of the biggest names in the market once traded there too. These five under-$10 picks deliver monthly dividend payouts that can…
Meta's new shopping agent rattled online travel stocks almost equally, but Booking Holdings and Expedia chose opposite responses to the threat. One strategy leaves a company dangerously exposed if Meta decides to…
Amazon and Shopify both want to own the future of AI-powered shopping, but they are betting on opposite visions of how that future works. One is building walls around its customers while…
AMD just posted its fifth straight record quarter for server CPUs, yet a quiet structural shift in the cloud threatens to cap how far that streak can run. The answer hinges on…
While Wall Street analysts declared Amazon headed for bankruptcy and the stock cratered over 90%, one fund manager read a single line in the financials that changed his mind and kept buying.…
AJ Tiarsmith 
