Goldman Sachs Trust holds 724 positions worth $2.4 billion, and its mega-cap tech bets are sitting on analyst price targets that tower above where those stocks trade today. The question is whether…
Warren Buffett and I ended up at the same stock through the same logic, but the reason most investors overlook Alphabet has nothing to do with AI hype and everything to do…
Alex Sirois Tech stocks buckled under a three-front assault as Big Tech earnings collided with surging oil prices and rising Treasury yields, leaving investors to question whether the AI trade can survive its own…
Vanguard's flagship growth ETF has spent a decade crushing the market, but something shifted in 2026 and the two signals now driving its fate have nothing to do with stock picking.
Alphabet posts Q2 earnings tonight with the market pricing a 95.6% chance of another beat, but a $35 billion quarterly CapEx bill and a CFO already warning of even bigger spending ahead…
Thomas Richmond Weeks of selling in data center stocks have opened a widening gap between price and fundamentals, and Wall Street's biggest institutional players are quietly making their move.
Microsoft sits 20% below its peak, and one analyst keeps loading up, convinced three specific relationships make it untouchable by any other mega-cap tech name. The question is whether the market is…
Morgan Stanley just raised its AI spending forecast to a staggering new ceiling, but the firm's own analysts warn that most of those dollars never actually stay in the American economy.
Ian Cooper A new ETF promises a 15% annual yield built around Warren Buffett's own stock picks, solving the one problem Buffett himself never bothered to fix. But the mechanics behind that monthly check…
Evercore's top internet analyst just set a bar for Alphabet's Q2 earnings that would require the company to outpace nearly every rival in both search and cloud at the same time, and…
Reddit is threatening to pull the plug on Google's access to its massive trove of human conversation data, and the market reaction has been swift and brutal. Whether this standoff becomes a…
David Moadel Wall Street sees Amazon's ballooning capital expenditures as a warning sign, but one investor reads the same number as something else entirely and keeps pressing the buy button anyway.
Alex Sirois Oil surging past key thresholds is putting the Fed's inflation calculus back in play, and a packed earnings slate from Tesla, Alphabet, and IBM could either calm nerves or deepen the selloff…
Four of the sharpest hedge fund managers on the planet just stacked their portfolios into the same three stocks, and the reasons behind that rare convergence reveal something unusual about where the…
Alphabet just made a move that no shareholder-friendly tech giant has attempted in a decade, and the company is betting its entire AI future on the gamble paying off before investors lose…
Danielle Liverance 
