Bill Ackman just placed two massive bets on mega-cap tech stocks that the broader market has been punishing, and his reasoning reveals a sharp disagreement with Wall Street about where AI growth…
Google Cloud is growing faster each quarter instead of slowing down, and the valuation tells a completely different story than the headlines do. Here is why one analyst keeps adding shares before…
S&P 500 companies are beating earnings expectations at a historic clip and profit margins are hitting levels never seen before, but a closer look at the numbers reveals one company is quietly…
Rich Duprey Alphabet just posted its first negative free cash flow quarter as a public company, and Wall Street panicked. But the number investors fixated on may be the least important figure in the…
Rich Duprey ULTY prints weekly checks with a yield that looks almost too good to be true, and that instinct deserves a much closer look at exactly what is funding those payouts.
One S&P 500 fund charges five times less than its near-identical twin, yet most investors accidentally buy the expensive version every single time. Knowing the difference could be worth thousands of dollars…
Meta and Alphabet both reported blowout quarters, but one relied on a tax windfall while the other borrowed billions to fund its AI ambitions. The gap between their valuations tells a story…
Jamie Dimon just warned that markets are underestimating serious global risks, and the latest oil surge suggests he has a point. But does his caution actually translate into a reason to sell,…
Tesla and Alphabet both delivered blowout quarters and both got punished by the market anyway. Before you follow the crowd and sell, our price targets reveal why the selloff reaction may be…
Once ranked among America's corporate giants, IBM has missed nearly every major tech revolution of the past four decades. Now a stunning earnings report reveals just how far and how fast the…
Hyperscalers are pouring hundreds of billions into AI infrastructure with no signs of slowing, but one quiet threat has nothing to do with CapEx budgets and could quietly hollow out the foundation…
Alphabet just posted a cloud quarter that should have sent shares soaring, yet investors are selling hard this morning. The reason comes down to a spending commitment so large it flipped free…
Alphabet just posted its first quarterly negative free cash flow as a public company, and that was somehow not the most alarming number in its earnings report. The real story is what…
Rich Duprey Alphabet just posted strong earnings and the stock sold off anyway, but something brewing in Google's hardware labs may fundamentally change the economics of AI in ways most investors haven't priced in…
Joey Frenette The five biggest names in tech are reporting earnings this week, and their balance sheets will look reassuringly clean. But SEC filings tell a very different story buried deep in the footnotes.
