Traders are rewarding the target and punishing the buyer as Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) reportedly closes in on a deal to lock up scarce optical components for AI data…
The AI buildout is now costing Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) real cash, and a rival’s quarter just showed it doesn’t have to. Alphabet stock is at $288 in morning trading,…
Google Cloud's profit roughly tripled and revenue hit record highs, yet Alphabet shareholders watched hundreds of billions in paper value vanish after hours. One number buried in the earnings report explains why…
When Microsoft offered buyouts to tens of thousands of employees at the same moment it pledged record AI spending, something deliberate was happening beneath the headline. Understanding that shift reveals exactly where…
Bank of America clients are fleeing communication services stocks at a pace not seen since the sector existed, and the fund most exposed to the fallout just broke below a critical price…
Pre-Market Stock Futures: Futures are trading lower after a solid day for the stock market, as the interest-rate scenario played out as we (and most across Wall Street) predicted, with the Federal…
Caterpillar (NYSE:CAT | CAT Price Prediction) reported third-quarter results before the open on October 29, 2026. It beat on adjusted EPS, and the stock still fell 9% before the bell to $647.90.…
Alphabet and Microsoft both reported earnings the same night and both are spending billions on AI infrastructure, yet the market rewarded one and punished the other. The reason comes down to a…
Microsoft's latest quarterly filing reveals it partly owns one of its biggest customers, and the money flowing between them is growing faster than most investors realize.
A single unlisted holding quietly erased more than half a dollar from Alphabet's quarterly earnings, and the CFO had to name it herself because the filing never did.
Institutions bailed on Alphabet after a capex report that looked like a cash bonfire, but one metric buried in the quarterly filing tells a completely different story about where this spending actually…
Google's AI search is pulling in more queries than ever, but the company's own executives are now admitting that growth in that format is costing them money, and the pressure is building…
Omor Ibne Ehsan On October 28, 2026, two of the biggest AI spenders in the market got opposite reactions. Oracle (NYSE:ORCL | ORCL Price Prediction) rose 11% on the day of its investor day. That…
This week Wall Street set a new rule for AI companies: heavy capex is fine as long as you show the payoff. Amazon (NASDAQ:AMZN | AMZN Price Prediction) reports third-quarter results after…
Instagram is testing 90-minute horizontal videos to steal creators and viewers from YouTube, but the platform has a revenue-sharing problem that could stop the whole experiment cold.
