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…
Wall Street sees Amazon's ballooning capital expenditures as a warning sign, but one investor reads the same number as something else entirely and keeps pressing the buy button anyway.
Oil surging past key thresholds is putting the Fed's inflation calculus back in play, and a packed earnings slate from Tesla, Alphabet, and IBM could either calm nerves or deepen the selloff…
Four of the sharpest hedge fund managers on the planet just stacked their portfolios into the same three stocks, and the reasons behind that rare convergence reveal something unusual about where the…
Alphabet just made a move that no shareholder-friendly tech giant has attempted in a decade, and the company is betting its entire AI future on the gamble paying off before investors lose…
Danielle Liverance Morgan Stanley's latest roundtable reveals a structural gap between the U.S. and Europe in AI investment that no single policy fix can close, and the timeline for when this imbalance reshapes global…
Sixteen Nobel laureates just signed a letter that puts two of AI's most prominent skeptics in the same camp as Silicon Valley's biggest boosters, and the economists behind it say society may…
Wall Street spent two years convinced that ChatGPT would gut Google Search, and Alphabet's latest numbers tell a completely different story. The case for buying at $350 hinges on whether investors are…
Chip stocks surged and early Q2 reports crushed expectations, but the bigger question is whether this momentum can hold as the week's heaviest hitters prepare to report.
Tesla heads into Wednesday's Q2 earnings report with a 17% year-to-date loss and a valuation that assumes autonomy will eventually justify everything. Whether this week's call rebuilds confidence or deepens the skepticism…
