9:40am ET
Investing
SpaceX’s AI Business Is Now Bigger Than Starlink
SpaceX's AI division just overtook Starlink in revenue, but the profits tell a very different story about which business actually keeps the lights on.
GOOGL Coverage Page 3
9:30am ET
Investing
Meta Heads Into Earnings With 29% Upside on Our Model
Meta walks into earnings with its ad engine still accelerating and a capex bill that rattles even the bulls. Our model lands on a price target Wall Street has not caught up…
8:23am ET
Investing
Anthropic Has Committed $450 Billion to Cloud Computing, Its Draft IPO Filing Shows
Anthropic's confidential IPO filing reveals cloud commitments so large they could reshape the risk profiles of Amazon, Alphabet, and Microsoft simultaneously, and all three companies are both financing Anthropic and competing against…
2:12am ET
Investing
Citi Sees Amazon, Microsoft, Google and Meta Spending More Than Apple Is Worth on AI by 2030
Citi’s One Number: $5.35 Trillion Citi projects that four companies will spend $5.35 trillion in capital expenditures from 2027 through 2030: Amazon (NASDAQ:AMZN | AMZN Price Prediction), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL) and…
1:00pm ET
Investing
Amazon Pops on a Target Raise. 59 Analysts, Zero Sells
Morgan Stanley just called Amazon a top pick and lifted its price target, but with negative free cash flow and $200 billion in planned spending ahead, the real question is whether AWS…
12:30pm ET
Investing
What Meta’s Quarter Has to Show to Justify Wall Street’s Highest Targets
Meta reports Q3 earnings on October 21 with its stock sitting 9% below its 52-week high, and three specific numbers will determine whether Wall Street's most aggressive price targets hold or collapse…
11:40am ET
Investing
The $1 Trillion AI Spending Boom Could Force the Fed to Raise Rates — and You and I May Pay the Price
Artificial intelligence has become one of the American economy’s most powerful growth engines ever. Technology companies are pouring hundreds of billions of dollars into data centers, semiconductors, and electrical infrastructure, creating jobs…
10:45am ET
Investing
Q3 TrendsSuggest Amazon Will Rise on Oct. 29 But That’s Not Why I’m Buying
Amazon reports Q3 earnings on Oct. 29, and history says the stock pops. But the earnings beat is the least interesting part of the investment case right now.
10:10am ET
Investing
Google’s Former CEO Quietly Owns 1% of Anthropic
A personal check Eric Schmidt wrote in 2021 may have quietly become one of the most valuable private stakes in artificial intelligence, and the number attached to it grows larger every time…
8:45am ET
Investing
Microsoft’s Claim to Have Bested OpenAI’s Model at One Fourth The Cost Intrigues Me Enough to Buy
Microsoft claims its in-house AI models now match OpenAI's output at a fraction of the cost, and that single number reshapes how one investor is sizing up the entire cloud AI trade…
7:45am ET
Investing
Anthropic sets aside 5% stake for public benefit fund ahead of November IPO
Before a single public share trades, Anthropic is already giving a slice of itself away, and the structure means the better the stock performs, the more new shareholders lose to the fund.
7:15am ET
Investing
Alphabet Offers the Most Compelling Blend of Asymmetric AI Upside and Safety Across the Magnificent 7
Alphabet grows like an AI startup yet trades closer to a sleepy ad business, and that gap between perception and reality raises a pointed question about which Magnificent 7 stock carries the…
7:00am ET
Investing
AI chip stocks bounce back as hyperscaler earnings loom, META equity raise in focus
NVIDIA collects a check whether hyperscalers borrow, issue stock, or drain their cash reserves, but Meta faces a funding squeeze that could reshape what shareholders actually own. The size of one expected…
6:03pm ET
ETF
GPIX Out-Yielded JEPI and Returned 17.37% to Its 9.33%. JEPI Is Still 9.5 Times Bigger
Two option-income ETFs sell calls against the same index, pay nearly identical yields, and yet one nearly doubled the other's total return over the past year. The way each fund is built…
1:08pm ET
Investing
Marvell Jumps 6% as GF Securities Says Google Chip Delay Won’t Dent Its Position; Broadcom Rises 3%
Wall Street is treating a reported delay in the next tensor processing unit (TPU) chip from Alphabet‘s (NASDAQ:GOOGL | GOOGL Price Prediction) Google as a manageable setback for its custom chip partners.…
