Wall Street is nearly unanimous that Meta is a screaming buy, yet the stock keeps sliding while one analyst eyes a price target that sounds almost reckless. The story behind that gap…
Alex Sirois Apple just posted its strongest June quarter ever, yet the stock sits 6% below its 52-week high while a supply-chain dispute and fading tariff tailwinds threaten to complicate the bullish case that…
The market sees a retailer bleeding cash into a spending spree. I keep buying anyway, and the reason comes down to three toll roads hiding inside one ticker.
While its two biggest cloud rivals soared past the market this year, one hyperscaler kept beating earnings estimates and still watched its stock fall. Now a single analyst thinks the gap between…
A 16% annualized return sounds ambitious for trillion-dollar companies, yet three Nasdaq giants have the earnings architecture and AI tailwinds to make that math surprisingly plausible before the decade ends.
Most tech workers who max their 401(k) think they have hit the ceiling, but a quiet provision in the tax code opens a second contribution window that their employer may already support…
Marc Guberti A Chinese humanoid robotics IPO just shattered demand records, and the shockwave is already hitting a handful of niche ETFs built exactly for this moment. Whether that momentum holds depends on two…
Apple just posted a blowout quarter and the stock has been bleeding ever since, leaving investors to wonder whether a bold Wall Street outlier sees something the rest of the market is…
Meta's AI spending looks aggressive on the surface, but the real threat to shareholders hides in a quieter corner of the balance sheet that Alphabet's louder capital raise actually obscures.
Alex Sirois With 54 analysts piling into the same corner and Azure crossing a milestone Wall Street almost missed, one overlooked risk buried in Microsoft's balance sheet could change the entire calculus for buyers…
Alphabet is growing cloud revenue faster than almost anyone on Wall Street expected, yet its stock trades at a multiple more typical of a slow-moving industrial. Something in that equation has to…
Meta shed more than 10% in a month while Wall Street analysts refused to blink, and one firm is now sitting on a price target that implies nearly double the current stock…
Alex Sirois Wall Street is fixated on SpaceX's lockup expiration while analysts quietly model a software business inside the company that could dwarf Google Cloud by 2030. Here is why the market may be…
Jensen Huang just unveiled a financing framework that sent the three biggest cloud companies into the red, and the reason why reveals a seismic shift in who controls the future of AI…
Tech giants are pouring hundreds of billions into AI infrastructure, but a Barclays economist is pointing to a decades-old cautionary tale that suggests the productivity payoff could be further away than Wall…
AJ Tiarsmith 
