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 Consumer confidence just hit its worst level in over a decade, yet the stocks that depend on American shoppers are barely flinching. Understanding why that calm exists, and how long it can…
Rosenblatt raised its price target on Amazon (NASDAQ:AMZN | AMZN Price Prediction) to $360 from $335 and kept its Buy rating. The firm says that concerns about AI shopping agents replacing Amazon’s…
Vandita Jadeja Azure's explosive backlog and Copilot's paid seat growth have bulls eyeing targets near $700, but a capex surge that outpaced free cash flow by a wide margin could threaten the entire AI…
AWS is growing faster and minting higher margins than almost any business Amazon has ever built, yet the stock sits well below what that trajectory implies. Here is why the gap between…
Amazon's stock sits below its old peak, and most investors treat that gap as a warning. A closer look at what is actually driving the business suggests the market may be pricing…
Azure is accelerating past 40% growth, Copilot seats are doubling quarter over quarter, and a commercial backlog approaching $700 billion sits waiting to convert. Whether those engines can actually lift Microsoft back…
Oracle shares have cratered 28% this year while its AI contract backlog swells to a staggering size, and the gap between that selloff and the underlying business momentum raises a question Wall…
Microsoft and Alphabet are both burning through record AI capex, but their strategies for turning that spending into profit look nothing alike, and only one of them is keeping cash flow positive…
Depending on who is answering the question, AI hyperscalers could invest $7 trillion between now and 2030. Germany’s GDP is about $5.5 trillion. More often than not, the question is where the…
Google Cloud is growing faster than AWS and Azure combined, yet the stock trades at a fraction of their valuations. Something in that gap either represents the biggest discount in mega-cap tech…
When Microsoft's president called for an AI killswitch at the UN, most investors shrugged. The financials behind that statement tell a very different story about who benefits most from writing the rules…
Oracle just posted its strongest quarter in years, yet the stock sits near a 52-week low while a $664 billion backlog quietly builds pressure. Something has to give, and the direction it…
Amazon is spending at a scale that makes most investors nervous, but the cash flow charts tell a story that has me adding to my position every quarter. Here is why I…
