AWS just posted its fastest growth in over four years, and the numbers behind the reacceleration suggest Amazon's cloud story is only getting started. Here is what the bull case, the bear…
A massive warrant disclosure just reshuffled who builds Google's AI chips, sending one semiconductor giant surging while punishing the longtime incumbent with a 3% drop before markets had time to blink.
Aurora Innovation operates the only driverless Class 8 trucks running at scale on U.S. public roads, and that monopoly position is drawing serious attention from some of the heaviest hitters in freight…
OpenAI just bought back employee shares at an $852 billion valuation while a dozen senior leaders walked out the door. Analyst Ed Zitron lays out exactly what breaks when the world's most…
While the Nasdaq sold off hard Tuesday and AI-heavy tech names took a beating, one Magnificent 7 stock quietly closed in the green. The reason why reveals a growing fault line inside…
Azure just crossed a milestone most analysts did not expect this soon, and the stock is still sitting in consolidation territory. Here is why one investor keeps adding shares before the AI…
Evercore's top strategist calls megacap tech earnings breathtaking, then tells investors to buy more. The reasoning behind that contradiction points to a structural pattern in bull markets that has a very uncomfortable…
A Plexo Capital partner who owns Anthropic shares went on CNBC to defend a valuation that dwarfs every profitable public AI company, and the caveat he buried in his own argument may…
A 29-state youth-harm trial opened in Oakland Tuesday with damages that could dwarf Meta Platforms' entire market cap, and that legal cloud is landing just as the company's cost structure shows a…
David Moadel A senior member of the House Intelligence Committee's cyber subcommittee just disclosed purchases of three pure-play cybersecurity stocks, and whether that filing reveals anything worth acting on depends entirely on a structural…
Alphabet quietly buried a listed income security inside its record-breaking equity raise, and most GOOGL shareholders have no idea it exists. The catch is that this yield has an expiration date written…
Greg Abel just made his boldest move as Berkshire's new CEO, deploying billions into three distinct bets that reveal exactly what he thinks comes next for markets and housing.
A line buried in Microsoft's cash flow statement that most investors skim past may reveal more about who holds power in the AI buildout than any revenue growth figure the company chooses…
A bullish UBS note on Marvell's AI business landed Tuesday morning, and the stock still cratered 6%. The reason has nothing to do with silicon and everything to do with what happened…
Oracle and Amazon just admitted their AI buildouts are burning cash faster than their core businesses can replenish it, and one of them has a balance sheet thin enough that a single…
