AI capital spending has become the single most important tell for where cloud demand is heading. When a hyperscaler doubles capex, it is contracting land, power, GPUs, and years of customer commitments…
Shares of Netflix (NASDAQ:NFLX | NFLX Price Prediction) are climbing Monday afternoon after the streaming giant helped launch a new policy coalition focused on how digital platforms compete for live entertainment and…
Shares of Meta Platforms (NASDAQ:META | META Price Prediction) climbed 7.12% over the past week to $660.71, while Alphabet (NASDAQ:GOOGL) added 2.09% and Microsoft (NASDAQ:MSFT) held roughly flat at $499.83. NVIDIA (NASDAQ:NVDA)…
Artificial intelligence is moving out of the data center and into the physical world. Autonomous vehicles, warehouse robots, and increasingly capable machines are giving AI a body, creating what Goldman Sachs calls…
A veteran portfolio manager pulled out a century-long logarithmic chart and pointed to where the S&P 500 sits today, then explained why that picture changes everything about how you should think about…
Number That Stops You Cold $517 billion. That is the compute bill Anthropic has lined up ahead of its confidential IPO, according to a September 6, 2026 report from The Information. The…
Three days after Anthropic researcher Evan Hubinger wrote on X that “we really do earnestly believe AI could kill all humans” and pegged the probability at “>10% within the next decade”, Anthropic…
AWS is growing at its fastest pace in nearly five years, the advertising unit prints billions every quarter, and yet Amazon shares have barely moved in 2026. Something has to give, and…
Vandita Jadeja $2.3 Billion a Day The seven companies known as the Magnificent 7 collectively generate roughly $2.3 billion in operating profits every single day on a trailing 12-month basis. That figure represents the…
Qualcomm is watching Apple walk out the door with its modem business, but a surprise Amazon partnership promises a $60 billion lifeline built on unproven silicon in a market already owned by…
Hazel has been quietly slipping money to her teenagers for years, convinced she was solving a budgeting problem. Dave Ramsey heard one minute of her story and told her she had the…
Morningstar's top markets editor is calling the upcoming Anthropic IPO the biggest in history, and two familiar stocks are already pricing in the outcome before a single share lists.
Oracle just posted numbers that should have sent the stock soaring, yet shares sit near a 52-week low while a $664 billion backlog quietly accumulates. Something does not add up, and the…
Every payday the same stock gets another slice of my retirement capital, and three numbers from its latest earnings report make it harder to justify putting that money anywhere else.
Morningstar strategist Tom Lauricella says the funds retirees bought specifically to escape tech concentration have quietly filled up with the same AI bets they were meant to offset, and the shift happened…
