PJM yanked a Meta-backed nuclear campus from its grid queue, hitting Oklo with a company-specific blow on top of a sector already reeling from surging Treasury yields. How those two pressures compound…
David Moadel Jensen Huang turned a modest chip startup into the backbone of the global AI arms race, and his personal fortune now rivals the biggest names in tech. But three mounting challenges could…
Douglas A. McIntyre Alphabet's cloud business just posted growth numbers that look more like a startup than a mega-cap, yet the stock still trades at a forward multiple that suggests the market hasn't noticed. Here's…
Vandita Jadeja Big Tech has quietly spent a sum that rivals the GDP of a mid-sized country building AI infrastructure, but the real financial reckoning has not yet arrived on any income statement. One…
Don Lair Apple and Meta both stumbled through August, but their earnings reports reveal two very different companies heading into a September packed with product launches, legal settlements, and AI spending decisions that could…
Alex Sirois A top Wall Street analyst is sounding the alarm on a fast-growing OpenAI revenue stream that targets the exact same advertiser budgets powering Alphabet's most profitable business.
Thomas Richmond Netflix and Meta both reported strong revenue growth in Q2 2026, yet the market punished both stocks hard. One of them is now setting up as a surprisingly calm compounder while the…
Vandita Jadeja Meta and Alphabet both posted massive AI ambitions in Q2 2026, but the market is treating them very differently, and the valuation gap between a surging cloud giant and a bruised ad…
Vandita Jadeja Elon Musk built SpaceX into a rocket empire and Starlink into a global network, but his AI ambitions may now be dragging both down. What happens when a billionaire who hates losing…
Douglas A. McIntyre Bernstein just made a bold call that could reshape how investors think about the AI spending race, and the evidence is hiding inside one advertising product most people have overlooked.
Rich Duprey Pinterest's surprise CFO resignation sent shares sliding Monday while a direct rival moved in the opposite direction, raising a pointed question about whether investors are reacting to a leadership gap or something…
David Moadel Meta is quietly testing robots inside its data centers, and at least one employee believes physical workers are no longer safe from automation. The experiment hints at a much larger shift in…
Rich Duprey Wall Street's loudest AI bull spent Thursday morning declaring America's first technology lead over China in three decades, then named the one policy decision that hands it straight back to Huawei.
Joel South Microsoft just posted one of the strongest months in mega-cap tech, but the timing raises a question that cuts both ways for shareholders sitting on fresh gains.
David Moadel Meta shares have shed more than 23% over the past year, and a brutal Q2 report gave bears plenty of ammunition. But our proprietary model sees a very different story forming underneath…
Vandita Jadeja 