Rockefeller's CIO sees a dangerous gap forming between what Big Tech is spending on AI infrastructure and what markets are willing to admit about the risks buried inside that spending. One earnings…
Tesla and Alphabet both burned cash in Q2, but one company is spending from strength while the other is spending while its margins collapse. Which is which depends entirely on what you…
Alphabet is spending at a scale that would have seemed reckless just a year ago, and Wall Street is starting to wonder whether the returns can ever catch up to the bill.
Ian Cooper Alphabet just posted a cloud quarter that should have sent shares soaring, yet investors are selling hard this morning. The reason comes down to a spending commitment so large it flipped free…
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…
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.
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…
