Alphabet and Meta both poured tens of billions into AI data centers last quarter, but only one has customers writing checks in return. The gap between their payback stories is wider than…
Wall Street is spooked by Alphabet's ballooning capital expenditures and suspended buybacks, but one investor sees something in the numbers that the crowd keeps overlooking.
When Microsoft's president called for an AI killswitch at the UN, most investors shrugged. The financials behind that statement tell a very different story about who benefits most from writing the rules…
Amazon is spending at a scale that makes most investors nervous, but the cash flow charts tell a story that has me adding to my position every quarter. Here is why I…
The ten-year Treasury yield just hit levels that should be crushing growth stocks, yet the Nasdaq-100 keeps refusing to fall. The reason comes down to six companies whose balance sheets are rewriting…
AI infrastructure spending is expected to total roughly $10 trillion and average about 3.6% of GDP a year through the early next decade, according to a piece on Fox Business’s The Bottom…
A recent Barron’s Roundtable segment on Fox Business put Meta (NASDAQ:META | META Price Prediction) put Meta’s new Muse AI agent through several real-world tasks, from finding forgotten subscriptions to helping book…
Azure just crossed a milestone that most analysts dismissed as years away, and Microsoft's backlog tells a story the stock price has not caught up to yet.
AWS just posted its fastest growth in 18 quarters and CEO Andy Jassy is talking about a trillion-dollar revenue business, yet the stock sits well below where our model says it should…
Fidelity's actively managed large cap growth fund is doubling down on AI chips and a single search giant, creating a portfolio where two companies can make or break your returns. Whether that…
A steady monthlong climb has put a bigger round number on the radar for Apple (NASDAQ:AAPL | AAPL Price Prediction) shareholders. Apple stock is up 10% over the past month to $340…
Michigan's utility giant just locked in hyperscale data center deals with Oracle and Alphabet while its stock slid nearly 10% in a month, creating a rare gap between what the market sees…
Alphabet and Meta both reported blockbuster AI quarters, but their agent strategies point in opposite directions, and only one of them looks like a safer bet heading into 2027.
Google’s first orbital data center will fit in a kitchen. Ars Technica reports that the first Project Suncatcher test satellite, dubbed MVP and about the size of a refrigerator, launches October 1.…
Andy Jassy just committed roughly $200 billion in capital expenditures for 2026, and the logic behind that number reveals something most investors are missing about where AWS demand is actually coming from.
