Yesterday, Anthropic announced that its revenue grew 50% quarter over quarter to $16.8 billion. On the back of an envelope, its 2027 revenue could exceed $100 billion. That is about Morgan Stanley’s…
Wall Street once bet that AI chatbots would destroy Google Search, and investors who bought through that fear were rewarded. Now Alphabet faces a far bigger test, one measured in hundreds of…
Amazon and JPMorgan are blocking AI agents that can already pay with crypto, but a small Boston company thinks a protocol built on a forgotten HTTP error code can change their minds.
Azure just crossed $100 billion in annual revenue and Microsoft's commercial backlog dwarfs what most investors track, yet the stock's biggest risk has nothing to do with AI demand fading.
Anthropic is closing in on an IPO, and the two tech giants holding stakes in the AI startup stand to gain very differently when shares finally hit the market.
Satya Nadella pitched an AI killswitch as a safety measure, but the real beneficiary of that idea may surprise you. Here is why one investor keeps adding to his Microsoft position every…
Both Alphabet and Amazon just posted accelerating cloud growth and are pouring tens of billions into AI infrastructure, but only one of them trades at a bargain multiple while controlling every layer…
When a CNBC anchor made the case for American AI dominance on a comedy show, she got the national security argument exactly right and the investment argument exactly backwards. Here is what…
Citi's strategist set a bold year-end price target for the S&P 500, but the math only works if a beaten-down slice of the market stops bleeding while Treasury yields are still climbing…
Intel and Qualcomm both showed up to earnings with a fresh AI identity, but investors have been voting with their feet ever since. One company is already cashing AI checks while the…
Amazon has rewarded patient investors for a decade, but the next five years look nothing like the last, with a $200 billion spending bet that could either cement its dominance or drag…
Vandita Jadeja Amazon is reportedly closing in on a $7 billion deal for a startup with barely 100 employees and no disclosed revenue, and the real prize has nothing to do with the flashy…
Amazon is burning through cash at a historic rate while simultaneously betting on the biggest spending cycle in its history. Whether that gamble pays off for investors depends on two numbers that…
Vandita Jadeja Alphabet and Amazon are each pouring roughly 200 billion dollars into AI data centers, but their capex strategies look nothing alike, and one company is already translating that spending into growth at…
AWS is accelerating while spending $200 billion, and the math behind it either makes this the most confident buy of the decade or a very expensive lesson in timing.
