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.
Anthropic's confidential IPO filing reveals cloud commitments so large they could reshape the risk profiles of Amazon, Alphabet, and Microsoft simultaneously, and all three companies are both financing Anthropic and competing against…
A personal check Eric Schmidt wrote in 2021 may have quietly become one of the most valuable private stakes in artificial intelligence, and the number attached to it grows larger every time…
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.
