Amazon just slammed the door on Meta's Muse agent, yet Wall Street is not flinching. Here is why one major bank sees the block as a footnote to a much bigger story…
Southern Company offers a bigger dividend check today, but NextEra Energy is quietly building a growth engine that could leave Southern's payout in the dust over a 25-year retirement. The gap between…
AWS just posted its fastest growth in 18 quarters, OpenAI and Anthropic locked in gigawatts of custom chip capacity, and yet Amazon shares sit 15% below their 52-week high. Something in that…
Broadcom's AI revenue is on a trajectory that Wall Street rarely sees, yet the stock sits nearly 30% below its highs with analysts predicting a massive rebound. The real question is whether…
SpaceX is quietly renting computing power to the very companies trying to outcompete its own AI chatbot, and the landlord strategy is pulling in billions. The question is whether Google and Anthropic…
President Trump's largest August stock purchase landed in a tech company already moving fast, and the trade raises questions about what investors betting on AI and advertising growth are actually pricing in.
Fifty-eight analysts cover Amazon and not one rates it a sell, yet the stock still sits well below its 52-week high while free cash flow turns negative and capital spending surges to…
Apple sits on 2.5 billion active devices and a Services engine already running near $120 billion annually, yet one margin warning and a below-consensus analyst target raise a serious question about whether…
Among the Magnificent 7, one stock sits just below its 52-week high with a $678 billion backlog, zero analyst sell ratings, and a capex bet so large it could either supercharge returns…
Alphabet and Meta each doubled down on AI spending last quarter, but one is converting those data centers into external revenue while the other bets the bill pays off inside its own…
Shares of Unity Software (NYSE:U | U Price Prediction) are pulling away from the rest of the gaming group after the company’s chief executive described how a new creation platform built with…
Everyone knows the AWS story, but three faster-growing businesses quietly running alongside it could change how investors value Amazon entirely.
Florida just rejected an $18 billion settlement that every other state accepted, and now its attorney general wants a judge to gut the very features that make Instagram and Facebook profitable. Here…
Marvell's management just handed Wall Street a revenue target so far above analyst models that the stock surged double digits, yet one key risk could make the whole thesis collapse before the…
When Fox News asked Jeff Bezos what a retiree should own in an age of AI hype, his answer surprised the anchor and left a single word doing all the heavy lifting.
