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…
Alex Sirois 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…
The Trump-era rally is alive, well, and could bring markets to more elevated heights as we move through the summer months. Undoubtedly, not everyone is bullish on stocks at fresh highs, especially…
The 2026 chip war is over. Apple (NASDAQ:AAPL | AAPL Price Prediction) won it in procurement meetings, well before product launches. The market is just catching up. Apple’s $287.44 share price and…
The Number Alphabet (NASDAQ:GOOG | GOOG Price Prediction) reported Q1 FY2026 net income of $62.58 billion on April 29, 2026 via 8-K filing. That works out to roughly $1 million in profit…
