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Alphabet just posted record earnings and the market punished it anyway. Here is the contrarian case for why that sell-off…
For three years one question kept me from going all-in on Alphabet, and last week's earnings finally forced me to…
Amazon reports Q2 earnings on July 30, and the setup looks unlike anything the stock has offered in years. Four…
One advantage buried inside corporate laptops worldwide keeps pulling me back to the same stock, and it has nothing to…
Apple just reclaimed the title of world's most valuable company, and with earnings on July 30, investors face a critical…
Wall Street is spooked by Alphabet's ballooning capex bill, but the earnings report buried a number that reframes the entire…
Microsoft's massive AI spending spree has spooked investors all year, but one number buried in the earnings report changes the…
Wall Street just raised price targets above $30 on two bitcoin-miner-turned-AI-infrastructure names, yet both stocks are sliding hard on Monday.…
A Wall Street Journal report about NVIDIA potentially backstopping OpenAI's compute ambitions at a staggering scale has triggered a broad…
Meta's ballooning capex plans spooked the market twice already this year, yet one investor keeps hitting the buy button anyway.…
Alphabet and Tesla both missed expectations on the same day and both got sold off, but the fundamentals behind those…
The AI selloff that crushed Meta shares this week sent one investor straight to the buy button, and the reasoning…
Microsoft shares are sitting 20% below their peak while the underlying business keeps compounding, and that gap is exactly why…
Every time Wall Street panics over Amazon's capital spending, patient investors have walked away rich. The $200 billion capex announcement…
Oil's sharp drop gave bulls a reason to step back in Monday morning, but the rally hit a wall the…
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