Alphabet and Amazon are each pouring roughly 200 billion dollars into AI data centers, but their capex strategies look nothing alike, and one company is already translating that spending into growth at…
Alphabet's cloud growth rate gets all the attention, but one number buried in the earnings report is why I keep adding shares every quarter and plan to keep doing it.
Azure is accelerating, the commercial backlog just hit a staggering new record, and Wall Street is nearly unanimous on the stock. So why does free cash flow keep shrinking, and what does…
Broadcom competes with Nvidia without selling a single GPU to the general market, and that unusual strategy has locked in hyperscaler contracts stretching years into the future. Whether the stock has already…
Wall Street's consensus target sits below where Apple trades right now, yet nine straight quarters of earnings beats tell a completely different story. Something has to give, and the next catalyst may…
AI-related companies now control a share of the S&P 500 that rivals the most dangerous concentration episode in American financial history, and the last time anything came close, investors lost fortunes even…
Wall Street's analyst community has reached something close to a verdict on Amazon, and the bears are nowhere to be found. But the real question is whether AWS's $496 billion backlog and…
Marvell has already surged more than 200% this year, yet bulls are pushing price targets well past current levels as a major Investor Day announcement and a fresh analyst upgrade suggest the…
Alphabet sits on one of the largest cash piles in corporate history, so why did its robotaxi unit just walk into a room full of private credit funds and ask for $5…
Ray Dalio used his appearance at the Milken Institute Asia Summit on Oct. 8 to warn about the stocks leading this market. The Bridgewater Associates founder said equities have absorbed rising interest…
Broadcom management called Q3 demand simply hot, and Marvell and AMD have already tripled in 2026 alone. The question now is whether three bold price targets for 2027 are ambitious or just…
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…
