NVIDIA collects a check whether hyperscalers borrow, issue stock, or drain their cash reserves, but Meta faces a funding squeeze that could reshape what shareholders actually own. The size of one expected…
Alphabet just posted a blowout quarter and the stock fell anyway, leaving it trading nearly 15% below its 52-week high while one key growth engine accelerates at a rate that has Wall…
Google Cloud's revenue growth keeps accelerating at a scale that has rivals scrambling, and one forward-looking metric buried in Alphabet's latest earnings report suggests the stock has barely started its move.
The press and savvy investors have combed through Anthropic’s IPO documents. On Sunday, they found something called the Anthropic Long-Term Benefit Trust. It holds only 5% of Anthropic shares. Among other things,…
A federal appeals court just stripped away the legal structure that made a massive self-driving lawsuit dangerous for Tesla, but the stock fell anyway, and the real threat to its trillion-dollar valuation…
Alphabet just posted 24% revenue growth and an 82% surge in Cloud, but the real question is what that momentum does to a simple $1,000 stake by the end of the decade,…
Vandita Jadeja Anthropic's November IPO is reshaping what Amazon and Alphabet investors expect to see on their balance sheets, and the gap between what investors hoped for and what they now discuss hints at…
Google's quantum lab just cleared a barrier that has quietly set the ceiling on how powerful a quantum computer can ever get, and the implications reach well beyond a single research paper.
Azure is booking revenue faster than almost any cloud business in history, yet its leadership reportedly just told team heads to slash costs by a fifth. Something about the math behind that…
Yesterday, Anthropic announced that its revenue grew 50% quarter over quarter to $16.8 billion. On the back of an envelope, its 2027 revenue could exceed $100 billion. That is about Morgan Stanley’s…
Google's AI spending has pushed free cash flow into negative territory, yet Wall Street sits nearly unanimous in its bullishness. Whether that conviction is justified depends on three things going right at…
Vandita Jadeja Anthropic is closing in on an IPO, and the two tech giants holding stakes in the AI startup stand to gain very differently when shares finally hit the market.
When a CNBC anchor made the case for American AI dominance on a comedy show, she got the national security argument exactly right and the investment argument exactly backwards. Here is what…
Alphabet's cloud backlog just hit half a trillion dollars and AI Mode crossed a billion users, yet the stock still trades at a fraction of where some models say it could land…
Alphabet's cloud backlog just hit $514 billion and CEO Sundar Pichai is growing more bullish by the day, yet the stock barely budged. Here is what has to happen for shares to…
Vandita Jadeja 
