On September 21, an investor post that Chamath Palihapitiya amplified claimed Amazon had cut off Meta’s new Muse shopping agent from scraping its inventory, with Palihapitiya responding that he suspected everyone would…
AJ Tiarsmith AWS is booming, custom silicon is fully subscribed, and Wall Street has loaded up on buy ratings, but the real question is whether Amazon can clear a target that even the bulls…
Vandita Jadeja Azure just crossed a milestone that resets how analysts should value Microsoft, yet the stock sits below where it traded a year ago. The reason behind that disconnect points to an opportunity…
Meta's new AI shopping agent is rattling Instacart investors, but the real threat may not be the one the market is pricing in right now.
Omor Ibne Ehsan Shopify just surged on a blockbuster Meta checkout deal while Wall Street lines up behind a target far above where we stand. Here is why our more cautious number still makes a…
Vandita Jadeja Two counterparties to the same agentic checkout agreement are being priced in opposite directions Wednesday morning as the rally that followed the deal announcement unwinds across online retail. Shopify is handing back…
David Moadel When a president logs over a thousand trades in a single month and unloads shares in some of the world's biggest companies, the real story has nothing to do with investment conviction,…
Shares of Alibaba Group (NYSE:BABA | BABA Price Prediction) are falling in Wednesday morning trading, reversing part of the run the company’s own Apsara conference announcements produced earlier this week. Alibaba stock…
An Indeed Hiring Lab report published last week quantified what software workers have felt for two years: the people still getting hired earn far more, and there are far fewer of them.…
Rich Duprey Berkshire Hathaway just made a jaw-dropping move into a stock I have been quietly stacking for months, and the timing reveals something important about where the biggest money thinks this AI cycle…
Alex Sirois Shopify (NASDAQ:SHOP | SHOP Price Prediction) is rallying in early Tuesday trading after news that Muse, the personal artificial intelligence (AI) agent from Meta Platforms (NASDAQ:META), can now browse Shopify-powered stores and…
David Moadel Amazon is burning through cash at a staggering rate while simultaneously betting its future on a capex cycle unlike anything it has attempted before. Whether that gamble pays off for investors over…
Vandita Jadeja Oracle's co-CEOs oversaw one of the fastest contract buildouts in enterprise software history, yet the stock cratered anyway. The question investors are wrestling with now cuts to the heart of the AI…
Wall Street has a number on Amazon, and we think it's wrong. AWS is accelerating at its fastest pace in nearly five years, AI demand is outrunning supply, and our model tells…
The Hugging Face security incident hit two hyperscalers at the peak of their cloud momentum, and enterprise buyers are now forcing Microsoft and Amazon to answer uncomfortable questions about whether their AI…
