Hyperscalers are pouring hundreds of billions into AI infrastructure with no signs of slowing, but one quiet threat has nothing to do with CapEx budgets and could quietly hollow out the foundation…
Alphabet just posted a cloud quarter that should have sent shares soaring, yet investors are selling hard this morning. The reason comes down to a spending commitment so large it flipped free…
Alphabet just posted its first quarterly negative free cash flow as a public company, and that was somehow not the most alarming number in its earnings report. The real story is what…
Rich Duprey Alphabet just posted strong earnings and the stock sold off anyway, but something brewing in Google's hardware labs may fundamentally change the economics of AI in ways most investors haven't priced in…
Joey Frenette The five biggest names in tech are reporting earnings this week, and their balance sheets will look reassuringly clean. But SEC filings tell a very different story buried deep in the footnotes.
Four of the sharpest hedge fund managers on the planet just stacked their portfolios into the same three stocks, and the reasons behind that rare convergence reveal something unusual about where the…
Tesla is bleeding year-to-date losses while Google shrugs off a 46% free cash flow collapse, yet both Magnificent Seven giants share the same bold 2027 price target gap. The catalysts that close…
Alphabet and Apple both crushed their last quarters, but they are running completely opposite playbooks heading into earnings season. One is burning through cash to own the AI future while the other…
A research firm just ran the numbers on one of OpenAI's boldest revenue promises, and the gap between what OpenAI is projecting and what independent analysts see coming raises serious questions about…
Google Cloud is sitting on a backlog so enormous it had to turn away some of the biggest names in tech, and the company's answer to breaking that logjam starts not with…
Rich Duprey Alphabet's Q2 report arrives Wednesday carrying an Anthropic-sized wildcard that could produce the most misleading headline EPS in the company's history, and knowing which numbers to ignore matters as much as knowing…
Rich Duprey Appaloosa Management just concentrated its biggest US equity bets across five stocks that together cover every layer of the AI stack, and one of them has nothing to do with chips.
Warren Buffett finally broke his long resistance to tech stocks and quietly placed a major bet on Alphabet, but whether this late move can rival his legendary Apple trade depends on something…
Google is pouring hundreds of billions into AI infrastructure not because customers are scarce, but because the company cannot build fast enough to serve the ones already waiting. Now its own engineers…
Rich Duprey Alphabet heads into Q2 earnings with prediction markets pricing in a near-certain beat, but the real question is whether one fast-growing business segment can justify what bulls are calling a deeply discounted…
