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.
Douglas A. McIntyre 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.
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…
Vandita Jadeja 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…
Vandita Jadeja 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…
David Moadel 
