7:15am ET
Investing
Waymo Just Borrowed $5 Billion for the First Time
Alphabet sits on one of the largest cash piles in corporate history, so why did its robotaxi unit just walk into a room full of private credit funds and ask for $5…
GOOGL Coverage Page 2
10:47am ET
Investing
Ray Dalio Warns Stocks Are Running Out of Room for Error — and AI Could Make It Worse
Ray Dalio used his appearance at the Milken Institute Asia Summit on Oct. 8 to warn about the stocks leading this market. The Bridgewater Associates founder said equities have absorbed rising interest…
10:30am ET
Investing
The Next Wave of AI Demand Could Send Broadcom, Marvell, and AMD Soaring
Broadcom management called Q3 demand simply hot, and Marvell and AMD have already tripled in 2026 alone. The question now is whether three bold price targets for 2027 are ambitious or just…
12:15pm ET
Investing
Meta’s Muse Is Getting Blocked at the Door. The Target Still Says $900+
Amazon just slammed the door on Meta's Muse agent, yet Wall Street is not flinching. Here is why one major bank sees the block as a footnote to a much bigger story…
12:15pm ET
Investing
Southern Company vs. NextEra Energy: One Stock Pulls Far Ahead on Sustainability
Southern Company offers a bigger dividend check today, but NextEra Energy is quietly building a growth engine that could leave Southern's payout in the dust over a 25-year retirement. The gap between…
10:30am ET
Investing
The Market Is Underestimating What AI Could Mean for This Company
AWS just posted its fastest growth in 18 quarters, OpenAI and Anthropic locked in gigawatts of custom chip capacity, and yet Amazon shares sit 15% below their 52-week high. Something in that…
8:45am ET
Investing
Broadcom at $375: It Looks Like the Right Time to Add AVGO Shares
Broadcom's AI revenue is on a trajectory that Wall Street rarely sees, yet the stock sits nearly 30% below its highs with analysts predicting a massive rebound. The real question is whether…
5:00pm ET
Investing
SpaceX Built an AI Business. Its Best Customers Are Grok’s Competitors.
SpaceX is quietly renting computing power to the very companies trying to outcompete its own AI chatbot, and the landlord strategy is pulling in billions. The question is whether Google and Anthropic…
3:00pm ET
Investing
Trump Made His Biggest August Buy a Tech Giant That Jumped Over 30% in Seven Weeks
President Trump's largest August stock purchase landed in a tech company already moving fast, and the trade raises questions about what investors betting on AI and advertising growth are actually pricing in.
12:30pm ET
Investing
58 Analysts, Zero Sells: Amazon’s Price Target Is a Rare Consensus
Fifty-eight analysts cover Amazon and not one rates it a sell, yet the stock still sits well below its 52-week high while free cash flow turns negative and capital spending surges to…
12:00pm ET
Investing
Apple’s 2.5 Billion Devices Unlock a Trillion-Dollar AI Opportunity, 16% Upside Ahead
Apple sits on 2.5 billion active devices and a Services engine already running near $120 billion annually, yet one margin warning and a below-consensus analyst target raise a serious question about whether…
11:00am ET
Investing
The Safest Upside in the Mag 7 Right Now
Among the Magnificent 7, one stock sits just below its 52-week high with a $678 billion backlog, zero analyst sell ratings, and a capex bet so large it could either supercharge returns…
10:45am ET
Investing
AI Capex Efficiency Should Guide Your Capital Into These Two Hyperscalers
Alphabet and Meta each doubled down on AI spending last quarter, but one is converting those data centers into external revenue while the other bets the bill pays off inside its own…
9:32am ET
Investing
Unity Advances 2% as CEO Eyes Console Reach for Google-Built Game Platform; Roblox Barely Budges, Take-Two Treads Water
Shares of Unity Software (NYSE:U | U Price Prediction) are pulling away from the rest of the gaming group after the company’s chief executive described how a new creation platform built with…
9:00am ET
Investing
Amazon Stock Has Another Growth Story Investors May Be Missing
Everyone knows the AWS story, but three faster-growing businesses quietly running alongside it could change how investors value Amazon entirely.