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 Alphabet just posted one of its best quarters ever, yet the stock sits nearly 15% below its May peak while Wall Street quietly raises its targets. Three specific catalysts could push shares…
Vandita Jadeja Alphabet trades at a lower earnings multiple than Microsoft and Meta while growing faster than both, yet the stock sits nearly 15% below its 52-week peak. One specific catalyst in 2027 could…
Every analyst covering Alphabet leans bullish, yet the stock sits well below its 52-week high while free cash flow just turned negative and long-term debt doubled. Something has to give, and Wall…
Our 24/7 Wall St. price target for Alphabet (NASDAQ:GOOG | GOOG Price Prediction) is $434.48 over the next 12 months. That is 27.66% above the latest $340.35 close and ahead of the…
Google Cloud just posted 82% revenue growth while the stock sits nearly 16% below its 52-week high, and the gap between what Wall Street sees and what the market is pricing in…
A federal judge just cleared billions in ad-tech damages claims against Google to proceed to trial, where antitrust law would automatically multiply whatever a jury awards. But the real threat to Alphabet…
