On October 28, 2026, two of the biggest AI spenders in the market got opposite reactions. Oracle (NYSE:ORCL | ORCL Price Prediction) rose 11% on the day of its investor day. That…
This week Wall Street set a new rule for AI companies: heavy capex is fine as long as you show the payoff. Amazon (NASDAQ:AMZN | AMZN Price Prediction) reports third-quarter results after…
Instagram is testing 90-minute horizontal videos to steal creators and viewers from YouTube, but the platform has a revenue-sharing problem that could stop the whole experiment cold.
Alphabet (NASDAQ: GOOGL) | GOOGL Price Prediction just ended a 12-quarter run, and investors sold hard. Shares traded at $285.31 this morning, down 12.18% in the session. Business Insider reported that the…
Cardano built Midnight to expand its ecosystem, but the new blockchain runs on its own token, pays fees in its own currency, and is already cutting deals that never mention ADA once.…
Live Updates Alphabet Q3 Earnings Coverage Wrap-Up4:50pm ETThat wraps up our initial coverage of Alphabet’s Q3 results. Thank you for stopping by! The Red Flag That Sent Alphabet Down 9% After Earnings4:49pm…
Thomas Richmond A quiet 2026 for Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) puts extra weight on the Q3 2026 earnings report the company’s scheduled to release after the market closes today, October 28. Alphabet…
Debt worries have swept through AI cloud stocks over the past month, and CoreWeave (NASDAQ:CRWV) has taken one of the heaviest hits, falling far below a level it held just weeks ago.…
Optics/photonics stocks are extending their rebound as more analysts argue that optics are a choke point in the AI expansion, yet Coherent (NYSE:COHR | COHR Price Prediction) is sitting out the move.…
Meta just dropped 17% in a month while simultaneously launching an AI agent that generated $200 average purchases for millions of new users. Here is why that tension points in only one…
Chip equipment stocks are leading a third straight day of gains across semiconductors as SK Hynix‘s (NASDAQ:SKHY) view that the memory shortage lasts into 2030 points to years of fab building. Lam…
Microsoft's revenue surged nearly 18% last year while its stock sat almost perfectly flat, and that disconnect between earnings momentum and share price tells a story most investors are missing ahead of…
Wall Street's consensus target sits below where Apple already trades, yet our model sees a very different number ahead of the November earnings report. Here is why the Street may have badly…
UBS is calling out Wall Street for sleeping on how profitable AWS can get, and Amazon's October 29 earnings report will either validate that contrarian view or expose a cloud giant running…
Palantir (NASDAQ:PLTR | PLTR Price Prediction) is dominating AI headlines after posting 92.8% revenue growth last quarter and raising its full-year guidance again. The valuation and the timing deserve a closer look.…
