Wall Street has a number on Amazon, and we think it's wrong. AWS is accelerating at its fastest pace in nearly five years, AI demand is outrunning supply, and our model tells…
While most investors flee the tech selloff, one mega cap keeps pulling more capital in the opposite direction, and the reasoning has nothing to do with hoping for a rebound.
Amazon and Alphabet are together pouring close to $400 billion into AI infrastructure this year, and the race to turn that mountain of spending into actual profit is about to get very…
One veteran hedge fund manager believes the Magnificent 7 will grow into one of the most dominant forces in financial history, yet predicts that one or two of those companies will vanish…
Meta Platforms (NASDAQ:META | META Price Prediction) stock is up 23% over the past month and trades at $670.52, even after slipping 2% in Friday afternoon trading. The one-month move stands out…
Most investors still see Alphabet as a search-and-ads company with a cloud kicker, but there is a commercial-scale robotaxi network buried inside the valuation that changes the entire risk-reward calculation.
Shares of Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) are climbing in Friday morning trading while two mega-cap technology peers slip and the broad sector barely moves. Alphabet stock is up 3% to…
Meta has clawed back nearly 20% in a single month, but the real question is whether the AI event on the horizon justifies pushing the stock even higher against a capex bill…
“Father Time always wins.” That was Warren Buffett’s line, according to The New York Times, on September 18, 2026, the day he announced he was stepping down as chairman of Berkshire Hathaway.…
Oracle just reported the loudest cloud quarter in enterprise software history, yet the stock keeps sliding. Here is why that disconnect may be the most asymmetric setup in the market right now.
Ad tech’s supply-side names are running higher Thursday morning after the unsealed remedies opinion in the Justice Department’s antitrust case against Alphabet‘s (NASDAQ:GOOGL | GOOGL Price Prediction) Google. Craig-Hallum raised its price…
Arm's CEO says order books are overflowing and demand has never been stronger, yet the company keeps missing its own targets. Whether that gap points to a broken supply chain or a…
Amazon's stock chart tells one story while the business underneath tells a completely different one, and the gap between those two narratives is exactly where the opportunity lives.
Regulators keep throwing billion-dollar fines at Alphabet and the company barely notices, which raises a more interesting question about how you value a business that outgrows its own penalties every few weeks.
Most Meta bulls are building their case on the wrong foundation, and Zuckerberg's own words from the latest earnings call point to a business line that has never appeared on an income…
