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Wall Street sees Amazon's ballooning capital expenditures as a warning sign, but one investor reads the same number as something…
Oil surging past key thresholds is putting the Fed's inflation calculus back in play, and a packed earnings slate from…
Four of the sharpest hedge fund managers on the planet just stacked their portfolios into the same three stocks, and…
Alphabet just made a move that no shareholder-friendly tech giant has attempted in a decade, and the company is betting…
Morgan Stanley's latest roundtable reveals a structural gap between the U.S. and Europe in AI investment that no single policy…
Sixteen Nobel laureates just signed a letter that puts two of AI's most prominent skeptics in the same camp as…
Wall Street spent two years convinced that ChatGPT would gut Google Search, and Alphabet's latest numbers tell a completely different…
Chip stocks surged and early Q2 reports crushed expectations, but the bigger question is whether this momentum can hold as…
Tesla heads into Wednesday's Q2 earnings report with a 17% year-to-date loss and a valuation that assumes autonomy will eventually…
Ray Dalio's Bridgewater holds major stakes in Amazon, NVIDIA, and Alphabet, but one of the three flashes a warning sign…
Wall Street keeps punishing Amazon over a $200 billion capex number, but there is a figure buried in the company's…
Andy Jassy is pouring roughly $200 billion into data centers while free cash flow craters, and that tension between brutal…
Meta crushed earnings five quarters running yet the stock has gone nowhere, and a $145 billion capex bet is the…
AWS just posted its fastest growth in 15 quarters while Amazon commits to a staggering AI bet that could either…
Wall Street keeps punishing Meta for its massive AI spending bill, but three specific numbers buried in the earnings data…
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