Oracle has shed half its value in a year while racking up billions in negative free cash flow, yet two Wall Street desks just slapped $400 price targets on a stock trading…
Big Tech is leading the stock market’s recovery from a volatile election night, and three of its largest names are setting the pace. Amazon (NASDAQ:AMZN | AMZN Price Prediction) stock is at…
Marvell shares just dropped 11% on acquisition rumors even as the stock sits on a 162% year-to-date gain, and where it lands by 2030 depends entirely on which version of its AI…
AWS capacity keeps selling out before Amazon can build it, retail margins hit record highs, and the capex bill is climbing toward $220 billion. Here is why those problems look like reasons…
Meta just raised billions in bonds as investors lined up with nearly four times what was asked, yet lenders charged a price the company has never paid before. What that growing tab…
Surging AI demand lifted one tech giant back to the top of the market cap rankings on Election Day, while the same force quietly eroded the margins of its closest rival. The…
Apple just posted a revenue record without building a single hyperscale data center, while Alphabet borrowed billions to fund its AI expansion. The gap between their strategies reveals which company actually holds…
Picture a married near-retiree with $720,000 of their 401(k) in an S&P 500 index fund. That one fund puts roughly $345,600 into the AI trade without a single stock pick. The math…
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…
