Nvidia dominates AI compute, but hyperscalers are quietly shifting billions toward a rival chip architecture that costs less than half as much per workload. One semiconductor giant is positioned to capture that…
Azure just crossed $100 billion in annual revenue and Microsoft's commercial backlog dwarfs what most investors track, yet the stock's biggest risk has nothing to do with AI demand fading.
Waymo just crossed a milestone that directly threatens the premium investors pay for Tesla's autonomy story, and Alphabet has a nearly unlimited funding engine to keep pushing. Whether Tesla's camera-only bet can…
Anthropic is closing in on an IPO, and the two tech giants holding stakes in the AI startup stand to gain very differently when shares finally hit the market.
Satya Nadella pitched an AI killswitch as a safety measure, but the real beneficiary of that idea may surprise you. Here is why one investor keeps adding to his Microsoft position every…
Both Alphabet and Amazon just posted accelerating cloud growth and are pouring tens of billions into AI infrastructure, but only one of them trades at a bargain multiple while controlling every layer…
When a CNBC anchor made the case for American AI dominance on a comedy show, she got the national security argument exactly right and the investment argument exactly backwards. Here is what…
Broadcom's revenue exploded while its stock sat nearly flat for a year, and that gap keeps widening every quarter. Before dismissing this as a broken trade, consider what the market may be…
Truist just slapped a $1,000 price target on Meta, but our proprietary model pushes the bull case even further while flagging a bear scenario that could leave the stock with almost no…
Apple just crossed a threshold no company has reached before, but the real debate is whether its loftiest valuation yet rests on a foundation strong enough to hold as margins compress and…
Marvell just secured a deal its CEO called a monster number, analysts have zero sell ratings on the stock, and the biggest growth catalyst has barely shown up in the financials yet.
Meta shipped an agentic AI model to 3.6 billion daily users before most labs even found their audience, and that gap in distribution could reshape which AI investments actually compound over the…
Amazon is reportedly closing in on a $7 billion deal for a startup with barely 100 employees and no disclosed revenue, and the real prize has nothing to do with the flashy…
Alphabet and Amazon are each pouring roughly 200 billion dollars into AI data centers, but their capex strategies look nothing alike, and one company is already translating that spending into growth at…
Alphabet's cloud growth rate gets all the attention, but one number buried in the earnings report is why I keep adding shares every quarter and plan to keep doing it.
