Meta's stock has shed nearly 10% while its business keeps accelerating, creating a tension that puts investors in a tough spot ahead of the July 29 earnings report. Whether the pullback is…
Nasdaq-100's biggest names pay next to nothing in dividends, yet one ETF built around them claims a near-10% monthly yield. The math behind that gap reveals a structure that most income investors…
Tesla is bleeding market share in investor portfolios to Lucid and Rivian even as it posts record deliveries, and the reason points to a CEO distraction that could get louder before it…
Alphabet posted its strongest quarter ever, then watched the stock crater 7% as the market panicked over a balance sheet move that looks less like weakness and more like a calculated bet…
A Korea-led overnight selloff is dragging the entire U.S. memory sector down hard on Friday, and even a glowing Elon Musk endorsement could not stop Micron from joining the retreat. Here is…
Intel surged past earnings expectations at a 15-year pace yet still finished the day in the red, oil retreated from triple digits, and tech giants are sending mixed signals that have traders…
Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.
A Senate China probe, AI spending fears, and fresh layoffs are hitting Amazon stock just one week before a quarter that Wall Street expects to be strong. Something does not add up,…
When a fellow Mag 7 giant drops a stunning cloud earnings report, it quietly flashes a buy signal for a completely different stock. Here is why one investor's finger stays glued to…
Rockefeller's CIO sees a dangerous gap forming between what Big Tech is spending on AI infrastructure and what markets are willing to admit about the risks buried inside that spending. One earnings…
Tesla and Alphabet both burned cash in Q2, but one company is spending from strength while the other is spending while its margins collapse. Which is which depends entirely on what you…
Alphabet is spending at a scale that would have seemed reckless just a year ago, and Wall Street is starting to wonder whether the returns can ever catch up to the bill.
Ian Cooper Alphabet just posted a cloud quarter that should have sent shares soaring, yet investors are selling hard this morning. The reason comes down to a spending commitment so large it flipped free…
Goldman Sachs Trust holds 724 positions worth $2.4 billion, and its mega-cap tech bets are sitting on analyst price targets that tower above where those stocks trade today. The question is whether…
Warren Buffett and I ended up at the same stock through the same logic, but the reason most investors overlook Alphabet has nothing to do with AI hype and everything to do…
