Meta just posted 28% revenue growth and investors sold the stock hard anyway, spooked by soaring infrastructure spend and a murky AI strategy. Before you join the panic, consider what Wall Street…
The cloud war between Microsoft, Google, and Amazon is reshaping how AI gets built and deployed, and the gap between the three giants may surprise you. Hundreds of billions of dollars hinge…
Apple, Alphabet, and Amazon are all printing record numbers this year, but the real question is whether the AI buildout can push them toward price targets that would make even bulls nervous…
A hardware company that three years ago posted negative gross margins has quietly surpassed Meta, Microsoft, and Alphabet to become the most profitable business in tech, and the reason behind that reversal…
NVIDIA and Alphabet both rode the AI wave to blockbuster quarters, but their financials tell two stories so different they raise a harder question: which business model actually wins when the buildout…
Alphabet just posted the biggest quarter in its history, yet the stock is barely moving while rivals surge. The case for a $500 share price by 2027 looks audacious on the surface,…
While investors chase chipmakers and AI startups, this earnings season quietly revealed a group of companies already converting signed customer commitments into surging cash flow, and the math behind their advantage may…
Meta's massive AI bet is draining billions faster than the company can earn it, and investors are starting to wonder if Zuckerberg is chasing a race he has already lost.
Warren Buffett made a bold move into Alphabet, but another legendary value investor quietly put nearly half his entire portfolio on the same bet. Their shared conviction raises a question every long-term…
Apple has spent a year on the AI sidelines while rivals raced ahead, and now it has one shot to prove the iPhone still matters in a world where software defines the…
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.
