Palantir (NASDAQ:PLTR | PLTR Price Prediction) is dominating AI headlines after posting 92.8% revenue growth last quarter and raising its full-year guidance again. The valuation and the timing deserve a closer look.…
When a company's biggest chip suppliers start buying equity stakes in their own best customer, something unusual is happening in the AI supply chain. The question is whether that bet signals confidence…
Memory and hard drive stocks are splitting, with chipmakers rallying behind a South Korean supplier’s record quarter while a hard drive maker slips despite a strong report of its own. Shares of…
Deutsche Bank's top macro researcher flagged a single date on the calendar as the market's historical autumn floor, and stocks moved exactly as the pattern predicted. Whether the Fed, oil above $113,…
Customers are signing contracts with Microsoft faster than the company can build data centers to serve them, and the backlog number that results may be the most important figure most investors have…
Artificial intelligence has become Wall Street’s favorite investment theme, helping push stocks to record highs while raising concerns about how long the boom can last. For retirees, the stakes are especially high.…
With the Fed rate decision dropping at 2:30 PM and Alphabet and Microsoft reporting before the bell, Wednesday's analyst calls on Enphase, Spotify, Whirlpool, and a newly public Rangers franchise land at…
OpenAI reportedly buying Google's custom AI chips would quietly shift leverage in one of the most lucrative vendor relationships in tech, and the fallout for NVIDIA's pricing power and Alphabet's chip ambitions…
Meta just handed investors a legal charge, negative free cash flow, and a brand-new share class designed for raising capital, all in one earnings report. Whether that combination signals a buying opportunity…
Rival AI chip architectures are headed for one shared cloud at Oracle (NYSE:ORCL | ORCL Price Prediction), and Wall Street is adopting the plan. Oracle stock is at $132.28, up 5% in…
Alphabet just doubled its capital spending while suspending buybacks, yet its AI flywheel connecting YouTube and Search keeps accelerating in ways most investors have not fully priced in.
Our proprietary model and the full Wall Street consensus landed on virtually the same Amazon price target, but one upcoming earnings report could confirm the trade or blow the thesis apart.
Azure is accelerating, Copilot seats are piling up, and OpenAI just made a commitment that changes the math on Microsoft's cloud business entirely. But one expense line is growing faster than almost…
Apple just logged its ninth straight earnings beat while Siri AI sits at the center of a battle between surging services growth and mounting memory costs that could push the stock in…
A single share of stock with no economic value will hand Anthropic's seven co-founders permanent majority voting control the moment the company goes public, and the mechanism buried in its S-1 is…
