Andy Jassy just committed roughly $200 billion in capital expenditures for 2026, and the logic behind that number reveals something most investors are missing about where AWS demand is actually coming from.
Nvidia sits at the heart of a $2 trillion cloud backlog, and a simple monthly contribution strategy could turn that tailwind into a dramatically different number by 2030. The spread between the…
A rare-disease pipeline update and a thin post-split float are combining to send Jaguar Health (NASDAQ:JAGX) sharply higher. Jaguar Health stock is up 32% to $9.32 in morning trading, a surge rooted…
Oracle (NYSE: ORCL | ORCL Price Prediction) is in trouble. Its Project Jupiter in New Mexico has been delayed, in part, by local resistance. It has begun to take legal action to…
Amazon just shut Meta's Muse agent out of its store overnight, and the real reason goes deeper than security complaints. Two tech giants with a multibillion-dollar partnership are quietly fighting over who…
Alphabet shed 3.8% in a single session with no earnings warning, no guidance cut, and no regulatory news to explain it. The gap between where the stock trades now and where analysts…
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…
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.
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…
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…
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.…
