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Tesla heads into Wednesday's Q2 earnings report with a 17% year-to-date loss and a valuation that assumes autonomy will eventually…
Ray Dalio's Bridgewater holds major stakes in Amazon, NVIDIA, and Alphabet, but one of the three flashes a warning sign…
Wall Street keeps punishing Amazon over a $200 billion capex number, but there is a figure buried in the company's…
Andy Jassy is pouring roughly $200 billion into data centers while free cash flow craters, and that tension between brutal…
Meta crushed earnings five quarters running yet the stock has gone nowhere, and a $145 billion capex bet is the…
AWS just posted its fastest growth in 15 quarters while Amazon commits to a staggering AI bet that could either…
Wall Street keeps punishing Meta for its massive AI spending bill, but three specific numbers buried in the earnings data…
Four battered AI infrastructure stocks are staging a violent Monday morning bounce after losing up to 43% in a single…
Oil prices are pulling back and Middle East diplomacy is flickering back to life, giving stocks room to run Monday…
Apple just closed at a record high after a monster run, but the real question is whether the forces driving…
Every headline says Google is hemorrhaging its best AI minds to Anthropic and OpenAI, and that narrative has created one…
The bear case against Alphabet was everywhere two years ago, and the numbers that just printed should have buried it…
QQQ already tilts heavily toward Big Tech, but a newer Nasdaq ETF cuts the lineup down to just 30 names…
QQQ sits near all-time highs, but its fate in the second half of 2026 hinges on just two variables that…
When Meta's CFO admitted the company keeps underestimating its own compute needs, most investors saw a red flag. One analyst…
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