The ten-year Treasury yield just hit levels that should be crushing growth stocks, yet the Nasdaq-100 keeps refusing to fall. The reason comes down to six companies whose balance sheets are rewriting…
AI infrastructure spending is expected to total roughly $10 trillion and average about 3.6% of GDP a year through the early next decade, according to a piece on Fox Business’s The Bottom…
A recent Barron’s Roundtable segment on Fox Business put Meta (NASDAQ:META | META Price Prediction) put Meta’s new Muse AI agent through several real-world tasks, from finding forgotten subscriptions to helping book…
Azure just crossed a milestone that most analysts dismissed as years away, and Microsoft's backlog tells a story the stock price has not caught up to yet.
AWS just posted its fastest growth in 18 quarters and CEO Andy Jassy is talking about a trillion-dollar revenue business, yet the stock sits well below where our model says it should…
Fidelity's actively managed large cap growth fund is doubling down on AI chips and a single search giant, creating a portfolio where two companies can make or break your returns. Whether that…
A steady monthlong climb has put a bigger round number on the radar for Apple (NASDAQ:AAPL | AAPL Price Prediction) shareholders. Apple stock is up 10% over the past month to $340…
Michigan's utility giant just locked in hyperscale data center deals with Oracle and Alphabet while its stock slid nearly 10% in a month, creating a rare gap between what the market sees…
Alphabet and Meta both reported blockbuster AI quarters, but their agent strategies point in opposite directions, and only one of them looks like a safer bet heading into 2027.
Google’s first orbital data center will fit in a kitchen. Ars Technica reports that the first Project Suncatcher test satellite, dubbed MVP and about the size of a refrigerator, launches October 1.…
Andy Jassy just committed roughly $200 billion in capital expenditures for 2026, and the logic behind that number reveals something most investors are missing about where AWS demand is actually coming from.
Wall Street has Apple pegged at one price target, but our proprietary model lands somewhere else entirely, and the gap between the two tells a story about where this stock may be…
Oppenheimer just raised its Microsoft target and investors are cheering, but the company's dramatic Copilot overhaul trades predictable subscription revenue for a usage meter that rises and falls with customer behavior. Whether…
Berkshire Hathaway has gone nowhere for a year while the S&P 500 climbed 12.5%, and the reasons behind that divergence reveal a company in the middle of a transformation that could resolve…
Shares of Meta are surging into the Connect conference on the back of an AI assistant that is rewriting the company's growth story, but massive capital spending and looming legal battles put…
