Meta and Alphabet both posted massive AI ambitions in Q2 2026, but the market is treating them very differently, and the valuation gap between a surging cloud giant and a bruised ad…
Vandita Jadeja Bernstein just made a bold call that could reshape how investors think about the AI spending race, and the evidence is hiding inside one advertising product most people have overlooked.
Rich Duprey Two nearly identical Vanguard growth ETFs are posting returns that differ by five full percentage points this year, and the cheaper one is losing. The reason has nothing to do with fees.
Alphabet and Meta both posted blockbuster Q2 2026 revenue, but one company's AI spending quietly destroyed its free cash flow by more than 90% while the other expanded margins to levels rarely…
Vandita Jadeja Wolfe Research just made a bold call that Alphabet will be the stock of 2027, and the argument rests on something most AI investors have overlooked entirely about how Google is quietly…
Rich Duprey While AI was supposed to gut Google's core business and rivals like Meta and Tesla have stumbled badly this year, Alphabet's founders are sitting on a jaw-dropping windfall that tells a very…
Douglas A. McIntyre Warren Buffett, Bill Ackman, and Stanley Druckenmiller all rotated into the same stock last quarter, but the bear case raises a concern most investors are overlooking before they follow suit.
Vandita Jadeja Google is quietly betting its entire cloud future on a chip most investors have never heard of, and a new forecast suggests the volume ramp coming by 2027 is far larger than…
Warren Buffett almost never chases mega-cap tech, which makes Berkshire's massive new position in Alphabet one of the most surprising moves in years and a signal worth taking seriously before the rest…
Vandita Jadeja 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.
