The AI trade is really starting to take off, but much of the gains, at least of late, have been concentrated within the same old, same old. The semiconductor trade has continued…
Alphabet (NASDAQ:GOOG | GOOG Price Prediction) just delivered one of the cleanest mega-cap quarters in years. Q1 2026 revenue hit $109.9 billion, up 22% year over year, EPS of $5.11 came in…
Vandita Jadeja The data center buildout doesn’t seem like it’s about to slow down. As more firms look to step up and supply AI compute, some of which (unlike the cash-rich hyperscalers) are risking…
Whale Rock Capital Management, run by the very impressive Alex Sacerdote, is having its moment in the sun after yet another incredible quarter. Indeed, the fund might be lesser-known compared to some…
There’s a bit of overlap between the world’s largest and second-largest companies, and it’s becoming a bit more striking over time. Indeed, Alphabet (NASDAQ:GOOG | GOOG Price Prediction), which just pulled the…
Artificial intelligence has become the new arms race for Big Tech, but the battle is no longer just about who has the smartest chatbot. It is increasingly about who controls the hardware…
Palantir (NASDAQ:PLTR | PLTR Price Prediction) is the AI stock retail traders cannot stop talking about, with Reddit sentiment scores spiking to 88 on May 19 and CEO Alex Karp boasting the…
The Number Blackstone (NYSE:BX | BX Price Prediction) is committing $5 billion in equity capital to a new artificial intelligence cloud venture with Alphabet‘s (NASDAQ:GOOG) Google Cloud, according to a Wall Street…
Few mega-caps have shifted the narrative as decisively as Google (NASDAQ:GOOG | GOOG Price Prediction) has over the past year. After a 138.92% one-year run and a 26.65% year-to-date gain, the real…
Vandita Jadeja NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) closed its fiscal year on Feb. 25, 2026 with $68.13 billion in Q4 revenue, up 73.2% YoY. Alphabet (NASDAQ: GOOG) followed in late April with…
Anthropic’s valuation is nearing $1 trillion, an astonishing figure for a private company. The FT reports that it will raise $30 billion at a valuation of $900 billion. Less than a year…
Microsoft (NASDAQ: MSFT | MSFT Price Prediction) and Alphabet (NASDAQ: GOOG) both reported on April 29, 2026, and the earnings reports reveal two AI giants pulling on different levers. Satya Nadella leaned…
Cisco (NASDAQ: CSCO | CSCO Price Prediction), one of the older big tech companies in America, said in its earnings announcement that it would cut 4,000 jobs as it moves its businesses…
Rigetti Computing (NASDAQ:RGTI) keeps grabbing quantum computing headlines on the strength of its 108-qubit Cepheus-1-108Q system and a cash-stuffed balance sheet. But here’s what you should actually be watching. The numbers underneath…
At $395.30, Google (NASDAQ:GOOG | GOOG Price Prediction) is a hold. The stock is pressed against its $397.28 52-week high after a strong rally, and consensus price targets have caught down to…
