8:45am ET
Investing
The Only Way I Stop Adding Broadcom is an AI Collapse
Every time I run the numbers on Broadcom, something keeps pulling me back to add more shares, and one specific scenario is the only thing that could make me stop.
GOOGL Coverage Page 2
8:45am ET
Investing
Buy Any Marvell Technology Pullbacks When They Happen
Marvell just posted record revenue and raised guidance, yet its stock sits nearly 20% off its highs while AI sentiment drags it lower. Three upcoming catalysts could determine whether this gap closes…
6:35pm ET
ETF
VIG Cannot Own Meta’s or Alphabet’s Dividends Until 2035 at the Earliest: The 10-Year Rule Written Into Its Index
VIG promises exposure to America's greatest dividend growers, but a single rule in its index methodology keeps two of the biggest new payers completely locked out for the next decade.
Ryne Mauck 12:07pm ET
Investing
Alphabet Rallies 3% as Traders Weigh White House Safety Accord; Apple Gains 2.5%, Meta Platforms Treads Water
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) stock rallied 3% to $348.19 on Wednesday as traders weighed a new White House AI safety accord that included Google CEO Sundar Pichai among its signatories.…
David Moadel 11:30am ET
Investing
The AI Revolution Could Be Microsoft’s Next Trillion-Dollar Opportunity
Azure's explosive backlog and Copilot's paid seat growth have bulls eyeing targets near $700, but a capex surge that outpaced free cash flow by a wide margin could threaten the entire AI…
11:00am ET
Investing
Meta Stock Could Be Worth Much More If Its AI Strategy Pays Off
Meta is riding a 25% monthly rally while simultaneously pouring over $130 billion into AI and watching free cash flow crater. Whether that gamble transforms the ad giant into something far more…
Vandita Jadeja 3:30pm ET
Investing
Why Cathie Wood Keeps Loading Up on Meta
ARK Investment Management made three separate bets on Meta in September, selling rival AI giants to fund each purchase, even as Meta's expenses outpaced its revenue and a new competitor threatened its…
Omor Ibne Ehsan 1:43pm ET
Investing
Apple Falls 2% as Bank of America Flags Meta’s Shopping Agent; Alphabet Slips, Microsoft Holds Steady
Bank of America just flagged a Meta shopping agent that could quietly drain the most profitable part of Apple's business, and the gap between Apple's stock drop and the broader tech market…
David Moadel 12:58pm ET
Investing
Muse Got Here First But This Agentic AI Will Supercede It Soon
Meta launched its agentic AI model before Google did, yet one structural advantage in Google's stack could quietly erase that head start before Meta ever collects a dollar from enterprise customers.
Alex Sirois 12:00pm ET
Investing
Prediction: The Next Phase of Amazon’s Growth Could Be Its Most Profitable Yet
AWS is growing faster and minting higher margins than almost any business Amazon has ever built, yet the stock sits well below what that trajectory implies. Here is why the gap between…
10:00am ET
Investing
Microsoft Stock Has Multiple Engines Driving Its Next Leg Higher
Azure is accelerating past 40% growth, Copilot seats are doubling quarter over quarter, and a commercial backlog approaching $700 billion sits waiting to convert. Whether those engines can actually lift Microsoft back…
12:24pm ET
Investing
Here’s How Two of The Biggest Hyperscalers Have Best Monetized AI Capex So Far
Microsoft and Alphabet are both burning through record AI capex, but their strategies for turning that spending into profit look nothing alike, and only one of them is keeping cash flow positive…
12:00pm ET
Investing
This AI Infrastructure Stock Is Flying Under the Radar
Marvell has already tripled this year while most investors are still focused elsewhere, and the company just locked in a deal with Google that could reshape its entire revenue mix. The question…
11:35am ET
Investing
Hyperscaler Bang for Buck: The AI Capex ROI Has Two Clear Winners
Alphabet and Meta both poured tens of billions into AI data centers last quarter, but only one has customers writing checks in return. The gap between their payback stories is wider than…
Alex Sirois 10:31am ET
Investing
The Market Is Souring On Alphabet: I’m Buying What They’re Missing
Wall Street is spooked by Alphabet's ballooning capital expenditures and suspended buybacks, but one investor sees something in the numbers that the crowd keeps overlooking.
Alex Sirois