Amazon and Meta both burned through tens of billions on AI infrastructure last quarter, but one of them is doing it without a paying tenant to recover the bill. The math behind…
Alex Sirois Four seemingly unrelated headlines dropped over two weeks, and when you line them up in sequence, they point to a partnership that could reshape who controls the next trillion dollars of AI…
Eric Bleeker Half a trillion dollars in AI infrastructure spending looks like a Wall Street windfall, but the hidden costs are landing somewhere else entirely, and most Americans have no idea they are already…
Joel South Reddit just scored S&P 500 membership, but the pop is already fading and the stock sits down 24% for the year. The path back to $200 depends on forces that index inclusion…
David Moadel Bill Ackman once torched $400 million exiting Netflix, then swore off the stock entirely. Now he's building a new position while his fund trails the market badly, and his reasoning this time…
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 