Microsoft holds more cash than most countries, yet it just lined up to borrow from bond markets for the first time in nearly a decade. The reason reveals something uncomfortable about what…
Alphabet just reported a quarter where it spent more cash than it earned, while simultaneously revealing nearly a trillion dollars in future purchase commitments. The math behind its AI ambitions is starting…
Both Meta and Alphabet missed earnings estimates this quarter, yet their management teams are betting billions that the headline numbers completely misrepresent where the real growth is coming from.
Before Microsoft reported a single number this quarter, the decision was already made. Here is the thesis that keeps the buy button active even as capital spending doubles and cash reserves shrink.
Wall Street’s new AI test just tripped up Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction). The same test comes tonight after the close for Amazon (NASDAQ:AMZN). This week’s rule is simple: spend big…
Alphabet's free cash flow just went negative for the second quarter in a row as AI spending spirals past what the business generates, leaving income investors to wonder what gets cut next.
A foundry setback and a rough night for Big Tech earnings are piling pressure on Intel (NASDAQ:INTC | INTC Price Prediction) hours before its own quarterly report. Intel stock is at $92.04,…
Broadcom's AI revenue is growing faster than almost anyone on Wall Street expected, yet the stock sits nearly 30% below its 52-week high. Something about that disconnect deserves a closer look.
Meta and Alphabet both torched billions in fresh capex while free cash flow went negative, and now one of them is betting its future on an AI agent that its own CEO…
Caution is building around Amazon (NASDAQ:AMZN | AMZN Price Prediction) ahead of its upcoming third-quarter report, as a steep selloff in a fellow tech giant raises the bar for Amazon Web Services…
Two of the biggest buyers of AI computing power spent less on capital projects last quarter than Wall Street expected, and the AI cloud stocks that supply that expansion are falling. Fastly…
Alphabet spent more on capital expenditures last quarter than it generated in operating cash flow, so it turned to stock sales and a mountain of new debt to keep the AI buildout…
Omor Ibne Ehsan Shares of Caterpillar (NYSE:CAT | CAT Price Prediction) fell 7.27% to $661.54 in Thursday’s regular session after the company’s third-quarter earnings report. CNBC named Caterpillar and Alphabet (NASDAQ:GOOGL) as the two earnings…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) shares are down about 13% this morning, trading near $283, after third-quarter results disappointed. CNBC reported the stock was on course for its biggest post-earnings drop…
Meta's ad pricing power keeps climbing even as a massive legal charge, ballooning capex, and a surprise stock offering sent shares tumbling. Whether those headwinds mask a rare buying window or signal…
