Three of the biggest AI spenders converged on the bond market the same day, and the terms lenders offered revealed a stark divide in how much Wall Street trusts each company to…
Anthropic's IPO filing quietly reveals a web of supplier relationships where the same companies backing the startup are also depending on it to survive, and the numbers behind those deals raise serious…
Hedge funds just staged their biggest retreat from stocks since at least 2017, and Goldman Sachs says the unwind looks closer to its start than its end. What happens when NVIDIA reports…
A record September quarter from Apple (NASDAQ:AAPL | AAPL Price Prediction) is being undercut by a weaker margin outlook for the holidays, pulling the iPhone maker lower while the rest of mega-cap…
Celestica just dropped 35% right after guiding for revenue to nearly double, and one investor sees that selloff not as a warning sign but as an open invitation to buy more.
Bill Ackman is betting billions that Big Tech's ballooning data center budgets are a profit engine rather than a cash drain, but the math behind his conviction rests on assumptions that could…
Wall Street has drawn a sharp line between hyperscalers that fund AI expansion with their own cash and those that borrow or sell stock to pay for it, and the gap in…
Apple just posted its best fiscal year ever without a single dollar of AI-driven revenue, and even the skeptics admit the hardware cycle is holding up. But with rivals cashing in on…
Apple (NASDAQ:AAPL | AAPL Price Prediction) spent October in a quiet holding pattern while its two biggest AI rivals moved in opposite directions. Between earnings reports, Apple stock rose 3% in October.…
Alphabet's worst single-day stock drop ever spooked the market, but one buried line in the earnings filing tells a completely different story about where the business actually stands.
Meta and Alphabet both burned through more cash than they generated last quarter, and both are now raising outside money to keep spending. Which company has the stronger hand heading into Q4,…
Barron’s put two questions to 81 professional investors, and the answers point in different directions. Half are bullish on American stocks over the coming year. Yet only 37% believe today’s AI infrastructure…
Wall Street is warming back up to the cloud story at Amazon (NASDAQ:AMZN | AMZN Price Prediction) after a rocky first reaction to its latest quarter. Amazon stock is at $251.77, up…
Microsoft keeps beating earnings estimates, yet its stock trades below where it stood a year ago. The reason why tells you something important about what the market is actually betting on right…
Artificial intelligence is producing real growth. The latest earnings releases show cloud revenue rose 103% at Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and 39% at Amazon (NASDAQ:AMZN). Businesses are buying computing power,…
