Meta crushed earnings five quarters running yet the stock has gone nowhere, and a $145 billion capex bet is the reason investors are split. Whether that spending becomes a catalyst or a…
Vandita Jadeja AWS just posted its fastest growth in 15 quarters while Amazon commits to a staggering AI bet that could either cement its dominance or crush its free cash flow, and the July…
Wall Street keeps punishing Meta for its massive AI spending bill, but three specific numbers buried in the earnings data tell a completely different story about where this company is actually headed.
Alex Sirois Four battered AI infrastructure stocks are staging a violent Monday morning bounce after losing up to 43% in a single month, but the question dividing bulls and bears is whether the buying…
Oil prices are pulling back and Middle East diplomacy is flickering back to life, giving stocks room to run Monday morning. Find out which AI chipmakers and big tech names are moving…
Apple just closed at a record high after a monster run, but the real question is whether the forces driving it higher are durable enough to carry the stock through a gauntlet…
Every headline says Google is hemorrhaging its best AI minds to Anthropic and OpenAI, and that narrative has created one of the most exploitable gaps between fear and reality in the market…
Alex Sirois The bear case against Alphabet was everywhere two years ago, and the numbers that just printed should have buried it for good. So why does the market keep treating this stock like…
Alex Sirois QQQ already tilts heavily toward Big Tech, but a newer Nasdaq ETF cuts the lineup down to just 30 names and bets almost everything on a handful of AI giants. Whether that…
QQQ sits near all-time highs, but its fate in the second half of 2026 hinges on just two variables that most holders never track. Get either one wrong and the fund's year-to-date…
Marc Guberti When Meta's CFO admitted the company keeps underestimating its own compute needs, most investors saw a red flag. One analyst saw the opposite, and has been loading up on shares ever since.
Alex Sirois When Amazon raised $25 billion in new debt, most investors saw a red flag. Here is why that reaction got the story exactly backwards.
Apple prints billions in cash every quarter while rivals burn theirs on unproven bets, and that difference is exactly why one investor keeps adding shares despite a valuation that should give anyone…
Google and Amazon each poured billions into custom silicon and talked up their chips on the same earnings day, but their strategies point in opposite directions. Only one looks like the smarter…
Alex Sirois Warren Buffett finally broke his long resistance to tech stocks and quietly placed a major bet on Alphabet, but whether this late move can rival his legendary Apple trade depends on something…
