Oracle just reported the loudest cloud quarter in enterprise software history, yet the stock keeps sliding. Here is why that disconnect may be the most asymmetric setup in the market right now.
Ad tech’s supply-side names are running higher Thursday morning after the unsealed remedies opinion in the Justice Department’s antitrust case against Alphabet‘s (NASDAQ:GOOGL | GOOGL Price Prediction) Google. Craig-Hallum raised its price…
Arm's CEO says order books are overflowing and demand has never been stronger, yet the company keeps missing its own targets. Whether that gap points to a broken supply chain or a…
Amazon's stock chart tells one story while the business underneath tells a completely different one, and the gap between those two narratives is exactly where the opportunity lives.
Regulators keep throwing billion-dollar fines at Alphabet and the company barely notices, which raises a more interesting question about how you value a business that outgrows its own penalties every few weeks.
Most Meta bulls are building their case on the wrong foundation, and Zuckerberg's own words from the latest earnings call point to a business line that has never appeared on an income…
Every bear who called Google Search a dead business walking has watched the revenue numbers move in the opposite direction, and the reasons behind that gap explain why one investor keeps buying…
Three companies with nothing in common all sent checks to shareholders within the same two-day window, and the reasons behind each payment reveal something very different about where each business is headed.
Both Alphabet and Apple just reported blowout quarters, but one of them is sitting on a regulatory time bomb aimed directly at its core revenue engine while the other faces little more…
ASML's $400 million lithography machine powers every cutting-edge AI chip on the planet, yet one stubborn physical constraint keeps chipmakers stitching together workarounds that quietly erode margins. The fix exists on paper,…
Washington is drafting legislation that could give federal regulators the power to block Google's most powerful AI models before they ever reach customers, and the financial consequences for Alphabet's $460 billion Cloud…
Omor Ibne Ehsan California just banned the design patterns that power Meta's ad engine for millions of young users, and the real question for shareholders is what happens when other states follow.
Wall Street's analyst community has reached a verdict on Meta that almost never happens with a mega-cap stock, and the numbers behind that consensus point to a price target that may surprise…
Shares of Netflix (NASDAQ:NFLX | NFLX Price Prediction) are climbing Monday afternoon after the streaming giant helped launch a new policy coalition focused on how digital platforms compete for live entertainment and…
Microsoft and Alphabet both posted monster cloud quarters and both are spending at a pace that would have seemed reckless two years ago, but only one of them is funding the buildout…
