SpaceX is pouring billions into AI while renting out its data centers to rivals, yet its models trail the competition and its consumer apps barely register. Something does not add up.
Douglas A. McIntyre While seasoned hedge fund managers were quietly offloading their Microsoft shares, Bill Ackman made one of his biggest bets in years going the opposite direction, and he funded it by selling a…
Nvidia keeps smashing records while skeptics like Michael Burry stack up bearish bets against it, yet one top analyst sees a supply crunch so severe it could make the doubters regret sitting…
Joey Frenette 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…
Joey Frenette 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…
Rich Duprey 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.
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…
