8:28am ET
Investing
Amazon’s AI Capex Is Paying Off and I’m Buying
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…
AMZN Coverage Page 8
3:15pm ET
Investing
Why the Nasdaq Refuses to Break Even With Treasury Yields Above Five Percent
The ten-year Treasury yield just hit levels that should be crushing growth stocks, yet the Nasdaq-100 keeps refusing to fall. The reason comes down to six companies whose balance sheets are rewriting…
2:15pm ET
Investing
Is Amazon Stock a Buy, Hold, or Sell Below $250?
AWS is accelerating at its fastest pace in 18 quarters and sitting on nearly half a trillion dollars in contracted backlog, yet analyst earnings estimates for 2027 fall below 2026. Something in…
Omor Ibne Ehsan 1:51pm ET
Investing
AI’s $10 Trillion Buildout Will Reach 3.6% of GDP. Who’s Going to Pay for It?
AI infrastructure spending is expected to total roughly $10 trillion and average about 3.6% of GDP a year through the early next decade, according to a piece on Fox Business’s The Bottom…
11:30am ET
Investing
Microsoft’s AI Investment Could Pay Off for Years. Here’s My Price Target
Azure just crossed a milestone that most analysts dismissed as years away, and Microsoft's backlog tells a story the stock price has not caught up to yet.
9:30am ET
Investing
This Magnificent Seven Stock Could Reach a New All-Time High
AWS just posted its fastest growth in 18 quarters and CEO Andy Jassy is talking about a trillion-dollar revenue business, yet the stock sits well below where our model says it should…
9:02am ET
Investing
Best Buy’s 4.2% Yield Looks Attractive. Can the Dividend Survive a Bad Year?
Best Buy has raised its dividend every year since 2015 and currently yields 4.2%, but a soft consumer year once pushed coverage to the razor's edge. Here is what the cash flow…
7:45am ET
Investing
Amazon Turned $1,000 Into $5,239 Over Ten Years but Recent Buyers Face a Rougher Reality
Amazon's ten-year run turned patient investors into big winners, but shareholders who bought in the last five years tell a much quieter story, and those counting on cash payouts got nothing at…
Chris Lange 12:30pm ET
Investing
Amazon Wouldn’t Be Doing What It’s Doing if AI Capex Was Going to Fail
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.
12:00pm ET
Investing
If You Invest $500 a Month in Nvidia Starting Now, This is What You’d Have in 2030
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…
10:49am ET
Investing
Jaguar Health Soars 32% as Rare-Disease Pipeline News Meets Thin Post-Split Float
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…
9:16am ET
Investing
Oracle’s Collapse–$200 Billion In Data Center Shut Downs
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…
8:49am ET
Investing
Amazon Vs. Meta: What’s Actually Behind The Decision to Block Muse
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…
1:08pm ET
Investing
Alphabet Drops Below $350: Buying Opportunity or the Start of Something Worse?
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…
12:39pm ET
Investing
Amazon Blocked Meta’s Shopping Bot, So Zuckerberg Cut A Deal With Amazon’s Biggest Rival
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…
