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…
Analysts say Netflix is losing control of its own story, and a single line buried in Friday's earnings report about future disclosures is making Wall Street more nervous than the guidance miss…
As Anthropic races toward a high-stakes IPO, China is stepping up its AI ambitions and positioning its cheaper models as a credible rival, raising a question that investors and enterprises cannot ignore.
Warren Buffett stepped back into the spotlight on CNBC just as Berkshire Hathaway's shares stumbled, raising a pointed question about who is really running the show under new CEO Greg Abel.
VUG and SCHG own nearly the same stocks, charge nearly the same fees, and attract nearly the same investor. But stretch the comparison across a decade and one fund quietly pulls thousands…
One mega-cap stock keeps beating earnings estimates, expanding margins, and building a cloud backlog that dwarfs its competitors, yet it still trades at a discount to the rest of big tech. Here…
Sundar Pichai inherited a search-and-ads business and spent a decade betting billions on AI, cloud, and autonomous vehicles while antitrust regulators closed in. Whether that gamble rewarded patient shareholders depends on exactly…
Broadcom just posted 143% AI revenue growth, yet its stock shed a quarter of its value in a single month while a founder quietly dumped over a million shares. The hyperscaler quietly…
Wall Street is bracing for the worst out of Big Tech's Q2 earnings, and that gap between dread and reality may be exactly what sends the next rally higher. Five hyperscalers report…
Alphabet is pouring more cash into AI infrastructure each year than most companies generate in a lifetime, and the ad empire funding that bet is showing cracks in places investors have not…
Chris MacDonald 
