The biggest cloud companies are now recycling almost every dollar of cloud revenue straight back into AI infrastructure, and UBS's latest projections reveal just how far this spending spiral could go before…
Every major AI bull run has a number investors quietly agree to ignore, and the one hiding behind Microsoft, Alphabet, Meta, and their peers right now makes the reported balance sheets look…
Rich Duprey Marvell is offering Google a potential 7% stake in the company, but there is a serious catch that changes everything about how this deal should be read.
After 26 years locked at the same price, QQQ finally cut its fee, and it still costs twice as much as its closest rival. Whether that gap matters depends on a distinction…
Wall Street just upgraded three of the biggest names in tech, but bullish consensus and the best investment are two very different things. One of these giants trades at a fraction of…
Google just handed Marvell something Broadcom should have seen coming, and the terms of the deal reveal exactly who benefits when a hyperscaler decides it needs more than one custom silicon partner.
The AI market cap race among the biggest tech giants reveals a brutal reshuffling of power, and one social media behemoth is watching its AI ambitions get priced into irrelevance while a…
Douglas A. McIntyre Alphabet has had a strong year, and a 2X leveraged ETF tracking it sounds like an even better deal until you see the actual returns and realize something quietly eroded a significant…
Hedge fund legends are quietly loading up on a ride-hailing stock that most everyday investors write off as a dinosaur facing extinction. What they see that the crowd is missing could completely…
A Plexo Capital partner who owns Anthropic shares went on CNBC to defend a valuation that dwarfs every profitable public AI company, and the caveat he buried in his own argument may…
A senior member of the House Intelligence Committee's cyber subcommittee just disclosed purchases of three pure-play cybersecurity stocks, and whether that filing reveals anything worth acting on depends entirely on a structural…
Greg Abel just made his boldest move as Berkshire's new CEO, deploying billions into three distinct bets that reveal exactly what he thinks comes next for markets and housing.
Billionaire David Tepper just filed his Q2 13F, and the moves he made inside his AI mega-cap positions tell a more complicated story than the headline holdings suggest.
Joel South Berkshire Hathaway just made Alphabet its largest second-quarter purchase by a wide margin, but the same quarter revealed a cash flow figure that would make most investors pause. Here is what the…
Billionaire hedge fund manager David Tepper just filed his latest 13F, and the moves inside reveal a calculated reshuffling of billions across the biggest names in AI infrastructure. One major trim and…
Joel South 
