Microsoft just posted its biggest single-day market cap gain on record, yet the stock remains in the red for the year while analyst price targets range from modest recovery to nearly double…
Microsoft just handed me another discount after a blowout quarter, and the one number buried in its filings tells me the market is pricing this wrong. Here is why I kept buying.
Rigetti Computing sits at a crossroads, armed with proprietary quantum hardware and a war chest of cash, while tech giants circle a sector heating up fast. Five names stand out as plausible…
DoorDash just secured federal clearance to fly its own delivery drones commercially, but a persistent trust gap with the American public may prove harder to clear than any regulatory hurdle.
AI cloud stocks whipsawed violently overnight, and now three names are staging jaw-dropping single-day recoveries for very different reasons. Whether the catalysts behind each move hold up under scrutiny is another story…
Jim Cramer's framework for buying stocks punished by margin compression is getting live stress-tested right now, with five companies showing what that setup actually looks like in the middle of an AI…
Joel South Most AI bets hinge on the technology actually working, but Meta offers a structure where failure still pays. Here is why one investor keeps buying regardless of how the superintelligence story unfolds.
Alex Sirois Alphabet just posted record cloud growth and still got punished, sending shares to a valuation level the stock has rarely seen. Whether that punishment is the market's gift or a warning sign…
Meta Platforms stock cratered Thursday after a quarterly report that beat on revenue but raised serious questions about where billions in AI spending actually leads, and Wall Street's response was swift and…
David Moadel Azure just crossed a milestone that the bears said was years away, and Microsoft shares are reacting in a way that's putting pressure on every other cloud name heading into a pivotal…
Wall Street's AI infrastructure trade just crossed a threshold that stunned even the analysts tracking it, but buried inside the bull case is a structural trap that could quietly wipe out entire…
Joel South Jim Cramer watched the same stocks that sparked a June melt-up lose half their value on identical earnings numbers, and he has a pointed explanation for why the market is punishing good…
Google spent a decade keeping its most powerful AI chips locked inside its own data centers, but something changed on the last earnings call that has one investor aggressively adding shares before…
Alex Sirois When two storm clouds hung over Alphabet, a Columbia-trained value investor saw a rare window to buy one of history's greatest businesses at a discount. Now a third cloud is forming, and…
Joel South Alphabet and Amazon both dropped massive AI infrastructure numbers this quarter, but pouring billions into compute means nothing if you cannot turn silicon into revenue before the interest clock runs out. One…
