Microsoft just spent over $115 billion on capital expenditures, and now everything hinges on whether that bet pays off fast enough to justify the price tag. Azure's trajectory in the next quarter…
Broadcom and Marvell both reported blowout AI numbers this summer, but they are chasing the custom silicon boom from completely different angles, and only one of those angles may survive a supply…
One investing strategy separates Alphabet from every other AI giant, and it shows up most clearly when you stack the balance sheets side by side against Microsoft and Amazon.
A federal appeals court just stripped away the legal structure that made a massive self-driving lawsuit dangerous for Tesla, but the stock fell anyway, and the real threat to its trillion-dollar valuation…
Bank of America just invoked the ghost of the 1990s fiber optic collapse to explain why AI's biggest winners could still leave investors with nothing, even if the technology reshapes the world…
Confidential documents reveal that two of the world's most valuable tech companies quietly wrote identical checks to fund a new White House ballroom, and neither one sent out a press release. The…
Wall Street keeps punishing Alphabet for its spending, but the cloud and AI numbers tell a completely different story about where this company is heading.
Apple and Alphabet just posted record quarters, but a single election outcome could gut the profit streams funding their biggest bets. Here is why the political calendar may matter more than the…
Alphabet is growing its cloud faster, but Microsoft is funding its AI buildout from its own cash while Alphabet sells stock to keep pace. The race to $5 trillion turns on which…
Arm Holdings has surged over 120% this year while building a chip empire that stretches from smartphones into AI data centers, but a brutal recent selloff and a valuation that makes even…
Anthropic's November IPO is reshaping what Amazon and Alphabet investors expect to see on their balance sheets, and the gap between what investors hoped for and what they now discuss hints at…
Google's quantum lab just cleared a barrier that has quietly set the ceiling on how powerful a quantum computer can ever get, and the implications reach well beyond a single research paper.
Meta Platforms (NASDAQ:META | META Price Prediction) stock has pulled well ahead of its megacap peers on the strength of its newest artificial intelligence (AI) model. Shares of Meta Platforms are up…
Data centers are reshaping which utility stocks deserve a second look, and one Michigan company just signed agreements with Oracle and Google that could quietly supercharge its earnings growth for years to…
For years, artificial intelligence has been sold as the next great productivity revolution. Businesses would produce more with fewer resources, profits would rise, and the economy would benefit from a technological leap…
