On November 3, voters in 41 local elections decided whether data centers could be built near them. In 40, the outcome favored restrictions. Ballotpedia counted 27 measures approving restrictions or expressing opposition…
On November 6, 2026, Microsoft (NASDAQ:MSFT | MSFT Price Prediction) declined to renew a computing arrangement with Oracle (NYSE:ORCL). The reported reason was that the older GPUs no longer suited its changing…
Number That Matters: $14.4 Billion in Buybacks Berkshire Hathaway (NYSE:BRK-B | BRK-B Price Prediction) has reportedly spent $14.4 billion buying back its own shares so far in 2026. For decades, the stock…
Jensen Huang’s exit as CEO has money rotating out of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and into its chip rivals. Leading that shift is Broadcom (NASDAQ:AVGO), a key supplier of custom…
A one-time legal charge flipped Meta's strong quarter into a headline miss, while spending climbs and a new AI agent promises a payoff. One Wall Street firm sees far more upside than…
Alphabet stock just tumbled, yet one investor keeps buying faster. A quiet business inside Google may be draining spending from the market's favorite chipmaker, and Wall Street still prices the company as…
AMD's data center business nearly doubled, yet the sharpest challenge to its AI accelerator ambitions may come from a company that still buys its processors. Two earnings reports landed a week apart,…
Meta is spending more than its business earns, and the executive who built its data center fleet for 17 years is stepping aside. The cloud veteran taking over faces a test the…
A late-night report about boardroom turmoil sent Nvidia tumbling after the bell, and the race for the No. 2 spot now hangs on a gap thinner than a couple of dollars per…
Two mega-cap earnings reports landed within days of each other, and one company is quietly paying for its ambitions while the other is borrowing and issuing shares to fund them. Which balance…
Anthropic's IPO lands next month, and two cloud giants hold the biggest stakes. One bought in cheaply but must wait to collect, while the other's payoff barely moves its stock. Which investors…
Anthropic's latest filing shows a startling one-month surge, but buried in the fine print is a warning that growth may slow sharply. Amazon and Alphabet both have billions riding on it, and…
Constellation Energy just raised guidance for the second time this year, yet its payout barely registers. Tech giants are signing decades-long power deals, but management is spending cash somewhere other than dividends.…
Wall Street sees Microsoft's data center spending as a cash bonfire, and the stock keeps sliding. One overlooked figure on the balance sheet changes how that spending looks, and it explains why…
Amazon just posted its fastest cloud growth in nearly five years, yet a $220 billion spending binge has pushed free cash flow negative. Which force wins out, and how far could the…
