CrowdStrike just turned its biggest rivals into data suppliers feeding the Falcon platform, and the market is paying attention. Here is what the Fal.Con 2026 keynotes reveal about where enterprise cybersecurity is…
AWS just posted its fifth straight quarter of accelerating growth while Amazon's advertising and AI businesses quietly crossed thresholds that Wall Street has not fully priced in yet. Here is what the…
Pinterest's surprise CFO resignation sent shares sliding Monday while a direct rival moved in the opposite direction, raising a pointed question about whether investors are reacting to a leadership gap or something…
Amazon and Alphabet both broke cloud growth records in Q2 while burning through historic levels of capital, but their funding strategies and margin runways point in starkly different directions for investors deciding…
Two nearly identical Vanguard growth ETFs are posting returns that differ by five full percentage points this year, and the cheaper one is losing. The reason has nothing to do with fees.
Microsoft just posted one of the strongest months in mega-cap tech, but the timing raises a question that cuts both ways for shareholders sitting on fresh gains.
Amazon is surging 4% on a massive GPU expansion deal with the very chip supplier that is simultaneously sinking 4% on the same news. The split tells a story about where Wall…
Alphabet and NVIDIA both just reported blockbuster earnings, but two legitimate ways of measuring profit point to opposite winners. The answer hinges on whether a massive paper gain from a single private-company…
Tesla is down 23% for the year yet Robotaxi is expanding, Cybercab production has started, and Optimus lines are being installed. Whether those catalysts can close the gap between today's compressed margins…
Azure just crossed $100 billion and commercial bookings are stacking up at a pace that redefines what valuation ceiling even means for a company this size. The math toward an unprecedented market…
Meta shares have shed more than 23% over the past year, and a brutal Q2 report gave bears plenty of ammunition. But our proprietary model sees a very different story forming underneath…
Marvell just posted record Data Center numbers and raised its outlook, yet the stock is getting crushed in early trading. The culprit is a massive Google AI deal that Wall Street wanted…
Every dip in Meta stock triggers the same response: another buy. With capex fears mounting and a trillion-dollar lawsuit underway, the case for adding shares keeps getting harder to ignore.
Dan Ives went on live TV and named six AI stocks he says will lead the next leg up. Every single one was already sitting inside a fund that bears his name,…
Pennsylvania just handed Snap a fresh lawsuit hours after the stock posted a rare gain, while Meta quietly closed a deal that could have cost it close to its entire market cap.…
