Broadcom's AI revenue is growing faster than almost anyone on Wall Street expected, yet the stock sits nearly 30% below its 52-week high. Something about that disconnect deserves a closer look.
Meta and Alphabet both torched billions in fresh capex while free cash flow went negative, and now one of them is betting its future on an AI agent that its own CEO…
Caution is building around Amazon (NASDAQ:AMZN | AMZN Price Prediction) ahead of its upcoming third-quarter report, as a steep selloff in a fellow tech giant raises the bar for Amazon Web Services…
Two of the biggest buyers of AI computing power spent less on capital projects last quarter than Wall Street expected, and the AI cloud stocks that supply that expansion are falling. Fastly…
Alphabet spent more on capital expenditures last quarter than it generated in operating cash flow, so it turned to stock sales and a mountain of new debt to keep the AI buildout…
Omor Ibne Ehsan Shares of Caterpillar (NYSE:CAT | CAT Price Prediction) fell 7.27% to $661.54 in Thursday’s regular session after the company’s third-quarter earnings report. CNBC named Caterpillar and Alphabet (NASDAQ:GOOGL) as the two earnings…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) shares are down about 13% this morning, trading near $283, after third-quarter results disappointed. CNBC reported the stock was on course for its biggest post-earnings drop…
Meta's ad pricing power keeps climbing even as a massive legal charge, ballooning capex, and a surprise stock offering sent shares tumbling. Whether those headwinds mask a rare buying window or signal…
Artificial intelligence has become Wall Street’s biggest growth story, with technology companies pouring hundreds of billions of dollars into chips, data centers, and computing power. Investors have largely accepted that spending as…
Traders are rewarding the target and punishing the buyer as Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) reportedly closes in on a deal to lock up scarce optical components for AI data…
The AI buildout is now costing Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) real cash, and a rival’s quarter just showed it doesn’t have to. Alphabet stock is at $288 in morning trading,…
Google Cloud's profit roughly tripled and revenue hit record highs, yet Alphabet shareholders watched hundreds of billions in paper value vanish after hours. One number buried in the earnings report explains why…
When Microsoft offered buyouts to tens of thousands of employees at the same moment it pledged record AI spending, something deliberate was happening beneath the headline. Understanding that shift reveals exactly where…
Bank of America clients are fleeing communication services stocks at a pace not seen since the sector existed, and the fund most exposed to the fallout just broke below a critical price…
Pre-Market Stock Futures: Futures are trading lower after a solid day for the stock market, as the interest-rate scenario played out as we (and most across Wall Street) predicted, with the Federal…
