Bill Ackman is betting billions that Big Tech's ballooning data center budgets are a profit engine rather than a cash drain, but the math behind his conviction rests on assumptions that could…
Wall Street has drawn a sharp line between hyperscalers that fund AI expansion with their own cash and those that borrow or sell stock to pay for it, and the gap in…
Apple just posted its best fiscal year ever without a single dollar of AI-driven revenue, and even the skeptics admit the hardware cycle is holding up. But with rivals cashing in on…
Apple (NASDAQ:AAPL | AAPL Price Prediction) spent October in a quiet holding pattern while its two biggest AI rivals moved in opposite directions. Between earnings reports, Apple stock rose 3% in October.…
Alphabet's worst single-day stock drop ever spooked the market, but one buried line in the earnings filing tells a completely different story about where the business actually stands.
Meta and Alphabet both burned through more cash than they generated last quarter, and both are now raising outside money to keep spending. Which company has the stronger hand heading into Q4,…
Barron’s put two questions to 81 professional investors, and the answers point in different directions. Half are bullish on American stocks over the coming year. Yet only 37% believe today’s AI infrastructure…
Wall Street is warming back up to the cloud story at Amazon (NASDAQ:AMZN | AMZN Price Prediction) after a rocky first reaction to its latest quarter. Amazon stock is at $251.77, up…
Microsoft keeps beating earnings estimates, yet its stock trades below where it stood a year ago. The reason why tells you something important about what the market is actually betting on right…
Artificial intelligence is producing real growth. The latest earnings releases show cloud revenue rose 103% at Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and 39% at Amazon (NASDAQ:AMZN). Businesses are buying computing power,…
When Microsoft announced its first major US bond sale in years, nervous investors saw red flags. I saw a company with $677 billion in signed contracts and not enough capacity to fill…
A locked phone after death can cut a family off from years of photos, messages, and memories while they wait on court orders and legal documentation. Apple, Google, and Facebook each built…
Marvell's custom silicon business is ramping across the top hyperscalers just as Wall Street consensus starts to look like it missed something important. Here is what the numbers reveal about where this…
Acquisition rumors sent Marvell tumbling hard in a single week, but the real question for long-term investors is whether the chaos around a potential Lumentum deal hides a rare buying opportunity or…
A recently divorced masseuse in Silicon Valley needed work and took a part-time gig at a scrappy little startup. What she quietly slipped into her contract before signing changed everything.
