Alphabet just posted monster cloud growth while its stock barely moved, and Wall Street's cautious price targets may be missing something big building quietly beneath the surface.
Vandita Jadeja Maybe it is because Warren Buffett stepped down as CEO of Berkshire Hathaway (NYSE: BRK-B | BRK-B Price Prediction) at the end of last year. Maybe his replacement, Greg Abel, is not…
Google Cloud revenue is surging and a half-trillion-dollar backlog is waiting to be unlocked, yet shares have barely moved this year. Here is what it would actually take for Google to reach…
Vandita Jadeja Alphabet is running multiple growth engines at once, from a cloud business expanding at breakneck speed to an AI platform already reaching nearly a billion users, yet the stock still trades at…
Depending on who is answering the question, AI hyperscalers could invest $7 trillion between now and 2030. Germany’s GDP is about $5.5 trillion. More often than not, the question is where the…
Google Cloud is growing faster than AWS and Azure combined, yet the stock trades at a fraction of their valuations. Something in that gap either represents the biggest discount in mega-cap tech…
The ten-year Treasury yield just hit levels that should be crushing growth stocks, yet the Nasdaq-100 keeps refusing to fall. The reason comes down to six companies whose balance sheets are rewriting…
Berkshire Hathaway has gone nowhere for a year while the S&P 500 climbed 12.5%, and the reasons behind that divergence reveal a company in the middle of a transformation that could resolve…
Alphabet shed 3.8% in a single session with no earnings warning, no guidance cut, and no regulatory news to explain it. The gap between where the stock trades now and where analysts…
ARK Invest just rotated out of the world's most valuable company to load up on a loss-making space startup trading at 58 times sales. The reasoning reveals something important about how ARK…
Alphabet has quietly built one of the most compelling AI growth stories among mega-cap stocks, but the real question is how much a $5,000 stake today could compound through 2031 across three…
Alphabet's cloud backlog just crossed half a trillion dollars, Gemini is closing in on a billion users, and Wall Street has not issued a single sell rating on the stock. Here is…
Vandita Jadeja IPOs tied directly to the AI industry are being delayed. SoftBank, one of the largest financiers of AI projects, is paying unexpected premiums on its debt. AI data centers are being delayed…
Alphabet just posted numbers that should have sent the stock soaring, yet something is keeping a lid on it. Here is why the cheapest mega-cap in the AI trade might still have…
Vandita Jadeja Wall Street has targets for Google, NVIDIA, and Salesforce, but one analyst thinks those numbers still leave serious money on the table heading into 2027. Here is the math behind three bold…
