Pennsylvania just handed Snap a fresh lawsuit hours after the stock posted a rare gain, while Meta quietly closed a deal that could have cost it close to its entire market cap.…
David Moadel While AI was supposed to gut Google's core business and rivals like Meta and Tesla have stumbled badly this year, Alphabet's founders are sitting on a jaw-dropping windfall that tells a very…
Douglas A. McIntyre Nebius just closed a convertible debt deal that blew past its own raised target, and instead of punishing the stock, investors sent it higher. Here is why the size of this raise…
Warren Buffett, Bill Ackman, and Stanley Druckenmiller all rotated into the same stock last quarter, but the bear case raises a concern most investors are overlooking before they follow suit.
Vandita Jadeja Warren Buffett almost never chases mega-cap tech, which makes Berkshire's massive new position in Alphabet one of the most surprising moves in years and a signal worth taking seriously before the rest…
Vandita Jadeja NVIDIA sells the compute powering the AI boom while Meta bets billions that buying it will print money through ads. Wall Street expects both to lead the pack in Q3, but the…
Alex Sirois Something unusual is happening inside the social media trade today, and the stocks moving hardest are the ones that have fallen the most. Understanding why the laggards caught the bid while the…
David Moadel CoreWeave is getting all the attention in the neocloud race, but a quieter rival just posted 454% revenue growth, locked in hyperscaler partnerships worth tens of billions, and did it without the…
Omor Ibne Ehsan Nvidia enters earnings week with its stock priced for perfection, but a single crack in its numbers could send investors scrambling for the exits. The question is whether any weakness even exists,…
Douglas A. McIntyre Three under-followed stocks are sitting on tens of billions in contracted backlogs while Wall Street coverage lags behind, and the window to get in ahead of institutional upgrades keeps narrowing.
Joel South President Trump's accounts executed more than 1,000 trades in a single month, including moves in a major defense contractor timed suspiciously close to a surprise geopolitical agreement, and Congress just passed a…
Rich Duprey Every major AI bull run has a number investors quietly agree to ignore, and the one hiding behind Microsoft, Alphabet, Meta, and their peers right now makes the reported balance sheets look…
Rich Duprey SpaceX just handed NVIDIA a high-profile win by locking in 20% of its next platform, leaving AMD without a flagship logo at the worst possible moment. The real question is whether this…
Omor Ibne Ehsan After 26 years locked at the same price, QQQ finally cut its fee, and it still costs twice as much as its closest rival. Whether that gap matters depends on a distinction…
Treasury yields just handed AI stocks a brutal week, and while most investors ran for the exits, one Broadcom buyer kept hitting the buy button. The reasoning behind that conviction goes deeper…
Alex Sirois 