One company banks record profits while the other burns cash and issues stock to build its future. After a week of earnings and election relief, the market sees them very differently, and…
Democrats now control Congress, voters are rejecting data centers, and AI stocks are sliding as power bills become a political weapon. One hyperscaler has the balance sheet, the chips, and the valuation…
Cathie Wood’s ARK Invest reduced its stake in Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) on Wednesday, Nov. 4. According to CoinCentral’s report of ARK’s daily trades, the firm sold 46,164 shares worth…
Alphabet stock sank 16% in a month, and one investor keeps buying every dip. Two scenarios, one of them involving a $175 billion spending binge, explain why he thinks the downside is…
Nate Soares hasn't added a dollar to his 401(k) in a decade, convinced humanity may not last that long. Even if he's wrong, the math on skipping retirement savings gets uncomfortable fast,…
Meta is pouring well over $100B into AI, absorbing a massive legal charge, and watching its stock slide. One overlooked commitment from management gives this investor the nerve to keep buying while…
For years, Anthropic bet that fair use covered its training needs while rivals wrote checks. Then Election Night changed the pitch. Is this a one-off for an IPO-bound AI lab, or the…
AWS just posted its fastest growth in nearly five years, yet Amazon shares tanked after earnings. The gap between what the cloud numbers are saying and how the market reacted reveals a…
Marvell's stock has collapsed nearly 30% in a month while its own guidance keeps climbing, and the gap between those two lines is exactly where our model's price target lives.
A record order book should have given Meta the upper hand in its first euro bond sale. Yet buyers still priced it differently from its closest rival, and the reasons point to…
Berkshire's June quarter showed one big active move while Apple and the old-guard core sat still. As Greg Abel's first year closes, the next 13F will reveal whether that single bet was…
OpenAI just claimed ChatGPT is closing in on Google Search, but independent analysts, Alphabet's own earnings, and a missing baseline in the comparison all tell a messier story about who is actually…
Omor Ibne Ehsan Google just gave K-12 schools a choice that may not feel like one: accept AI bundled into Search or lose Search entirely. With a monopoly ruling already on appeal and senators demanding…
Omor Ibne Ehsan The Magnificent Seven split in two on Wednesday morning, the day after Democrats won control of Congress. As of about 11:15 AM ET on Nov. 4, five of the seven megacap tech…
Azure is accelerating, Copilot adoption is surging, and a $677 billion commercial backlog sits on the books, yet a massive capex bill threatens to swallow the gains before investors ever see them.
