Deutsche Bank's top macro researcher flagged a single date on the calendar as the market's historical autumn floor, and stocks moved exactly as the pattern predicted. Whether the Fed, oil above $113,…
OpenAI reportedly buying Google's custom AI chips would quietly shift leverage in one of the most lucrative vendor relationships in tech, and the fallout for NVIDIA's pricing power and Alphabet's chip ambitions…
For anyone holding Tesla (NASDAQ:TSLA | TSLA Price Prediction), the key question is what happens if Elon Musk’s two largest companies become one. The stock closed up 4% at $407 on Tuesday.…
Alphabet just posted its fastest cloud growth in years, yet its stock trades at a fraction of what rivals command. Whether that gap is a rare opportunity or a warning sign depends…
AI valuations are on the march. Meta (NASDAQ: META | META Price Prediction) has already shot itself in the foot by saying it would need significant funding to be among the AI…
Alphabet just posted its biggest Cloud growth quarter yet while the stock sits more than 20% below its highs, but the bear case risks are real enough to give even bulls pause.…
A single share of stock with no economic value will hand Anthropic's seven co-founders permanent majority voting control the moment the company goes public, and the mechanism buried in its S-1 is…
Alphabet shares sit roughly 21% below their 52-week high even as Google Cloud posts explosive growth and its backlog swells to half a trillion dollars. Whether that gap represents a rare buying…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction, NASDAQ:GOOG) reports third-quarter results after the close on Wednesday, October 28. Google Cloud’s backlog stands at $514 billion, and 2026 CapEx guidance runs $195 billion to…
A UBS portfolio manager sees three technology waves pushing stocks far beyond Wall Street's consensus, but his bullish case runs straight through two more Fed rate hikes that most investors are not…
Every quarter, IBM (NYSE: IBM) | IBM Price Prediction CEO Arvind Krishna says IBM is doing great. Every quarter, investors are reminded that what was the greatest American tech company for decades…
Alphabet's cloud business just posted growth that would make most tech companies blush, yet the stock sits well below its recent highs. Whether that gap represents a value opportunity or a warning…
Berkshire Hathaway just clawed back to a record high, but the force driving it there has little to do with Warren Buffett's legacy and everything to do with a rotation that could…
For the first time since going public, Meta's AI spending outpaced every dollar it generated from operations, and the company still has no number for what comes next year.
SpaceX's AI division just overtook Starlink in revenue, but the profits tell a very different story about which business actually keeps the lights on.
