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…
Broadcom just posted AI revenue growth of 221% year over year while its stock sits near a 52-week low, and the gap between where shares trade today and where earnings power suggests…
Anthropic filed publicly for its IPO on Oct. 26, 2026, and Election Day comes on Nov. 3. Michael Pearce, chief U.S. economist at Oxford Economics, says the biggest risk to the AI…
A leadership handoff, a supply-constrained iPhone, and an AI rollout colliding at once: Apple is navigating more moving parts than it has in years, and where the stock lands depends on which…
Three separate revenue engines, a dividend that keeps climbing, and a capex bill that would sink most companies. Here is why one investor keeps adding to Microsoft every quarter anyway.
Pre-Market Stock Futures: Futures are trading higher as we head into a new week that will finish out October, with traders trying to rally stocks after last week’s losing effort. With Halloween…
Meta Platforms (NASDAQ:META | META Price Prediction) is restructuring its capital structure. Along with third-quarter results, Meta announced a new non-voting Class C common stock, effective January 2027. Shares trade at $662.49,…
Reddit (NYSE:RDDT | RDDT Price Prediction) reports third-quarter results on Oct. 29 with shares down 37.25% year to date. Management already guided to slower growth, so the key question is whether Reddit…
Billions in AI spending promise to transform home care with smarter scheduling and faster assessments, but a widow recovering from a fall could still face an unexpected bill if she assumes the…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction, NASDAQ:GOOG) reports third-quarter results after the close on Wednesday, October 28. Google Cloud’s backlog stands at $514 billion, and 2026 CapEx guidance runs $195 billion to…
One Number: 337 Stocks Rose and the Index Still Fell On Thursday, October 22, 2026, 337 S&P 500 stocks finished higher. Only 159 declined and 1 was unchanged across 497 tracked constituents.…
