Azure and AWS just posted their strongest cloud numbers in years, yet the companies that stand to benefit most from this surge are neither Microsoft nor Amazon.
A strong quarter couldn’t shield Reddit (NYSE:RDDT | RDDT Price Prediction) from a warning that artificial intelligence (AI) is reducing its traffic. Reddit stock is at $97.74 in morning trading, down 25%.…
A cash-hungry AI build-out is dominating a still-accelerating cloud business at Amazon (NASDAQ:AMZN | AMZN Price Prediction). Amazon stock is at $226.26 in premarket trading, down 7%. Checking on tech stocks in…
AWS just delivered its fastest growth in years, but Amazon shares are sliding ahead of a make-or-break earnings report. What the next quarter reveals about cloud momentum could determine whether this stock…
Wall Street saw a massive earnings miss and hit the sell button. I read the footnotes, checked what the actual businesses returned, and opened my wallet instead.
Google's AI search is draining Reddit's logged-out audience by the millions each week, and Reddit's proposed fix could shrink that audience even further before it saves the company.
Alphabet (NASDAQ: GOOGL | GOOGL Price Prediction) just ended a run of 12 straight quarterly earnings beats, and investors sold hard. Shares traded at $285.31 this morning, down 12.18% in the session.…
Pre-Market Stock Futures: Futures are trading lower this Friday, with the Nasdaq down almost 2.5% after a spooky day yesterday, as all major indices ended lower and most on Wall Street pointed…
Microsoft holds more cash than most countries, yet it just lined up to borrow from bond markets for the first time in nearly a decade. The reason reveals something uncomfortable about what…
Alphabet just reported a quarter where it spent more cash than it earned, while simultaneously revealing nearly a trillion dollars in future purchase commitments. The math behind its AI ambitions is starting…
Both Meta and Alphabet missed earnings estimates this quarter, yet their management teams are betting billions that the headline numbers completely misrepresent where the real growth is coming from.
Before Microsoft reported a single number this quarter, the decision was already made. Here is the thesis that keeps the buy button active even as capital spending doubles and cash reserves shrink.
Wall Street’s new AI test just tripped up Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction). The same test comes tonight after the close for Amazon (NASDAQ:AMZN). This week’s rule is simple: spend big…
Alphabet's free cash flow just went negative for the second quarter in a row as AI spending spirals past what the business generates, leaving income investors to wonder what gets cut next.
A foundry setback and a rough night for Big Tech earnings are piling pressure on Intel (NASDAQ:INTC | INTC Price Prediction) hours before its own quarterly report. Intel stock is at $92.04,…
