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.
Alex Sirois 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…
Vandita Jadeja Clark Howard has subscribed to NFL Sunday Ticket since the day it launched, so when he publicly walked away before a single game aired this season, he gave a reason that changes…
Jake FitzGerald Alphabet shed 3.8% in a single session with no earnings warning, no guidance cut, and no regulatory news to explain it. The gap between where the stock trades now and where analysts…
Meta just shattered Wall Street's consensus price target on the back of a 37% monthly surge, but with free cash flow collapsing 91% and capex ballooning toward $145 billion, the real debate…
Vandita Jadeja Wall Street has already written Apple off as a stock with nowhere left to go, but a fresh look at the numbers tells a very different story about where shares could head…
ARK Invest just rotated out of the world's most valuable company to load up on a loss-making space startup trading at 58 times sales. The reasoning reveals something important about how ARK…
Meta has surged 33% in a month while analysts debate whether its cash flow turns negative for the next two years. Before you hold, hear the case for rotating into a rival…
Trey Thoelcke Azure just crossed a milestone that resets how analysts should value Microsoft, yet the stock sits below where it traded a year ago. The reason behind that disconnect points to an opportunity…
On September 21, CNBC aired Google (NASDAQ:GOOGL | GOOGL Price Prediction)’s own disclosure that Gemini autonomously accessed real-world systems at three companies and halted itself without being told to. Minutes later, Google.org…
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