AI companies are losing a $130 billion battle they never saw coming, and Mark Cuban says the real enemy has nothing to do with permits, power grids, or zoning boards.
Danielle Liverance Google is quietly building silicon that threatens to cut NVIDIA out of its own customers' data centers, and the latest earnings from both companies reveal just how close that collision has become.
Sundar Pichai inherited a search-and-ads business and spent a decade betting billions on AI, cloud, and autonomous vehicles while antitrust regulators closed in. Whether that gamble rewarded patient shareholders depends on exactly…
A prominent AI investor argues that the real winners of the AI boom are not the labs building the models, and the cash flow numbers already suggest a massive redistribution is quietly…
Every other Magnificent 7 stock sits far below its all-time high, yet Apple kept climbing while rivals splurged on AI. Whether that gap reflects genuine strength or a valuation trap worth avoiding…
Hyperscaler giants are hemorrhaging cash while two chip names absorb every dollar they spend, but only one of those chipmakers belongs in a retirement portfolio and the answer may surprise you.
Every time Wall Street panics over Amazon's massive capital spending tab, one investor hits the buy button again. Here is the contrarian case that the loudest critics are confusing a bill for…
SentinelOne has quietly built a cybersecurity platform that four of the world's most powerful tech companies would each benefit from owning, but for very different reasons. Only one of them makes a…
Jim Cramer owns six of the Magnificent Seven and argues that grouping them together is one of the costliest mistakes an investor can make. The five dimensions separating these stocks reveal why…
Alphabet and Apple both carry trillion-dollar AI ambitions, but their valuations, growth rates, and capital strategies tell very different stories for retirement investors who need the right answer before they buy.
The ARK Innovation ETF (NYSEARCA:ARKK) remains one of the most recognizable thematic funds on the market, marketed as a bet on disruptive innovation across AI, genomics, fintech, and autonomous technology. Investors hold…
Alphabet crushed earnings, grew cloud revenue at a jaw-dropping pace, and dominated every tech headline in 2026. So why did the investor who never bought a single share of GOOGL end up…
Hyperscalers are posting record capital expenditures while free cash flow craters, yet Microsoft, Amazon, and Alphabet insist every data center is already sold before the first server goes in. A top Wall…
Jim Cramer says the SK Hynix mega-listing clears the biggest threat hanging over AI stocks in 2026, but one scenario could blow that thesis apart before summer ends.
David Moadel Jim Cramer is making a bold call that the AI race already has a winner, and his reasoning has nothing to do with which model is smartest. It has everything to do…
