Retirement savers who own broad index funds hold large positions in four companies that one researcher believes may not survive the next generation. Jeffrey Cole of USC Annenberg is director of the…
A new Melius Research call argues that corporate fear of artificial intelligence (AI) can itself drive software demand, with Microsoft (NASDAQ:MSFT | MSFT Price Prediction) shares carrying that argument. Microsoft stock is…
Alphabet collects a check whether AI wins through cloud contracts, ad clicks, or paid subscriptions, and that structural advantage shapes every buy decision I make. The real question is whether the spending…
A search giant, a workflow platform, a payment network, and a consultancy are now among the most aggressive acquirers in cybersecurity, and their motivations have little to do with selling security products.
Amazon is pouring hundreds of billions into data centers before most of that spending shows up as profit, and the case for owning it now depends on understanding why that gap is…
On October 1, 2026, David Sacks reposted clips on X going after Bill Gates over his warning that AI could be responsible for a billion deaths. Sacks is a venture capitalist who…
Gerelyn Terzo A $44.92 Billion Quarter Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) spent $44.92 billion on capital expenditures in the second quarter of 2026, up 100.1% from a year earlier. The company reported the…
A small bet on Marvell in 2016 survived three brutal collapses that would have shaken most investors out of their positions before the real gains even began.
Elon Musk told SpaceX employees in August that AI revenue would overtake every other part of the business by September. The deadline has passed, and the numbers that will confirm or contradict…
A fund manager claims the economic gauges investors have trusted for decades stopped working the moment ChatGPT launched, and now his firm is selling ETFs built around what replaced them. Before you…
A Reddit investor walked away from three of the biggest AI trade names in the market, armed with math showing the economics simply do not add up. Whether his timing was brilliant…
Marvell Technology has already surged over 200% this year, yet analysts keep piling on buy ratings and management is forecasting explosive custom chip growth through 2028. Whether that momentum can survive rising…
Wall Street now has an ETF dedicated to large language model builders, but its biggest holding is a social media company, a third of the fund sits in Hong Kong, and the…
Anthropic's IPO could reprice one of the most valuable private stakes in tech, and the company holding it also collects rent on every GPU Anthropic runs. The question is whether the market…
Meta's ad engine is firing on all cylinders, yet a single line item in its budget has the power to flip bullish momentum into a costly trap for investors who ignore it.
