A veteran portfolio manager pulled out a century-long logarithmic chart and pointed to where the S&P 500 sits today, then explained why that picture changes everything about how you should think about…
Google just landed inside nearly every major Fortune 100 company, but having access and winning the deal are two very different things. The real fight is happening at a layer most investors…
On a recent appearance on Laura Ingraham’s The Ingraham Angle, President Trump called AI data centers “the oil of the next 50 years,” arguing the buildout is delivering wealth and investment to…
Rich Duprey $2.3 Billion a Day The seven companies known as the Magnificent 7 collectively generate roughly $2.3 billion in operating profits every single day on a trailing 12-month basis. That figure represents the…
Alphabet and Meta both dropped Q2 earnings within days of each other, but the results sent these two AI giants down sharply different paths. One trades at a discount despite explosive cloud…
Vandita Jadeja AWS just posted its fastest growth in 18 quarters while Google Cloud surged 82% year over year, and both companies are spending tens of billions to pull further ahead. But when forced…
She has $150,000 set aside for a future home purchase and zero debt, yet her carefully guarded down payment may be quietly working against her every month she waits for the right…
Google just signed a nuclear power contract stretching to 2049, turning electricity from a volatile expense into a fixed cost across two decades of AI growth. Whether that move reshapes Alphabet's competitive…
Jim Cramer spent a week warning investors that nuclear is nearly impossible to build, and then the world's biggest AI spender made a nuclear deal that proved him both wrong and right…
ARK Invest just swapped nearly $28 million out of a cheaper, faster-growing stock and into a pricier one fresh off an earnings miss. Whether that makes Cathie Wood a contrarian genius or…
Rich Duprey Alphabet just posted blowback earnings that crushed estimates across every major segment, yet the stock sits nearly 8% below last month's highs. Here is why that gap between operating momentum and share…
Vandita Jadeja Alphabet just staked more money on a single European country than most tech giants spend globally in a year, and the reason has less to do with servers than with something far…
Rich Duprey A veteran of Google and Microsoft engineering just called out the AI industry for celebrating a definition of human-level intelligence that most humans would never recognize, and the financial stakes riding on…
Alphabet just posted blowout earnings and yet the stock has shed more than 10% from its peak, leaving investors caught between soaring Cloud growth and a balance sheet that suddenly looks very…
Vandita Jadeja Elon Musk's brief stint as the world's first trillionaire is slipping away fast, and the forces dragging him back down reveal deep cracks in two of his most powerful companies.
