Meta's ad engine is humming and Alphabet's cloud is accelerating, yet both stocks trade at multiples that look almost suspiciously cheap for hyperscalers of this caliber. Something is keeping investors away, and…
Alex Sirois Meta is pouring an almost incomprehensible sum into a single Louisiana parish, and the ratio of dollars to permanent jobs raises a question every state chasing AI investment should be asking.
AJ Tiarsmith Wall Street is nearly unanimous that Meta is a screaming buy, yet the stock keeps sliding while one analyst eyes a price target that sounds almost reckless. The story behind that gap…
Alex Sirois Mark Zuckerberg is sparring with UFC fighters and betting the house on AI infrastructure, and Wall Street still can't decide if it's genius or recklessness. What bargain hunters see in Meta right…
Joey Frenette Most tech workers who max their 401(k) think they have hit the ceiling, but a quiet provision in the tax code opens a second contribution window that their employer may already support…
Marc Guberti Meta's AI spending looks aggressive on the surface, but the real threat to shareholders hides in a quieter corner of the balance sheet that Alphabet's louder capital raise actually obscures.
Alex Sirois Meta shed more than 10% in a month while Wall Street analysts refused to blink, and one firm is now sitting on a price target that implies nearly double the current stock…
Alex Sirois Hyperscalers are quietly building custom silicon that could shift the AI infrastructure power balance in ways most investors have not yet priced in. The question is not whether this threatens Nvidia, but…
Joey Frenette Tech giants are pouring hundreds of billions into AI infrastructure, but a Barclays economist is pointing to a decades-old cautionary tale that suggests the productivity payoff could be further away than Wall…
AJ Tiarsmith DJT shares are taking another hit while the broader market climbs, and the pile of political and regulatory pressure building against Trump Media suggests today's drop may be the least of shareholders'…
Eric Bleeker The Magnificent 7 has long ruled the market, but 2026 has exposed a deep split in the group, and most names are quietly losing ground. Two stocks still have a clear shot…
Vandita Jadeja Meta and Alphabet both poured record billions into AI last quarter, but one came out with expanding margins and a soaring cloud business while the other watched free cash flow crater 91%.…
Vandita Jadeja VFIAX is one of the most popular ways Americans own the S&P 500, but two hidden costs quietly make it the wrong choice for millions of investors, and Vanguard already sells the…
Google and Meta both reported blowout Q2 revenue growth, yet only one of them left investors rattled and sitting on a year of losses. The divergence between their AI bets reveals a…
Vandita Jadeja Google Cloud just posted 82% growth while the stock sits 4% below its all-time high, and our model has a very specific date when that gap closes.
Vandita Jadeja 
