Meta keeps raising its capital spending to eye-watering levels, and the bear case says margins should be collapsing by now. Here is why the opposite keeps happening and why that changes the…
Alex Sirois A billionaire turned a $2,000 retirement account into a tax-free fortune using a legal provision that sits inside millions of ordinary brokerage logins right now, and the IRS has confirmed it is…
Michael Williams Weeks of selling in data center stocks have opened a widening gap between price and fundamentals, and Wall Street's biggest institutional players are quietly making their move.
Morgan Stanley just raised its AI spending forecast to a staggering new ceiling, but the firm's own analysts warn that most of those dollars never actually stay in the American economy.
Ian Cooper Reddit is threatening to pull the plug on Google's access to its massive trove of human conversation data, and the market reaction has been swift and brutal. Whether this standoff becomes a…
David Moadel Wall Street sees Amazon's ballooning capital expenditures as a warning sign, but one investor reads the same number as something else entirely and keeps pressing the buy button anyway.
Alex Sirois The five biggest names in tech are reporting earnings this week, and their balance sheets will look reassuringly clean. But SEC filings tell a very different story buried deep in the footnotes.
Rich Duprey A single analyst upgrade sent CoreWeave surging while cloud infrastructure peers like Cloudflare, Snowflake, and Oracle slid or stalled, raising a pointed question about whether this rally has legs or is running…
David Moadel Meta, Snap, and Reddit all sell attention for a living, yet their financials tell three completely different stories about who survives the next wave of social media disruption and who gets left…
Vandita Jadeja Both Meta and Pinterest crushed Q1 earnings with double-digit revenue growth, but one is spending $125 billion chasing a superintelligence future while the other just hit a billion-dollar quarter for the first…
Vandita Jadeja A research firm just ran the numbers on one of OpenAI's boldest revenue promises, and the gap between what OpenAI is projecting and what independent analysts see coming raises serious questions about…
Danielle Liverance Mark Zuckerberg bragged about taking a secret business call from a jet ski, and the person on the other end never suspected a thing. But the division behind that $799 party trick…
Danielle Liverance A single analyst preview note sent Intel surging and pulled the entire chip sector with it, but the same firm kept a price target well below where the stock trades today. Here…
Meta crushed earnings five quarters running yet the stock has gone nowhere, and a $145 billion capex bet is the reason investors are split. Whether that spending becomes a catalyst or a…
Vandita Jadeja Wall Street keeps punishing Meta for its massive AI spending bill, but three specific numbers buried in the earnings data tell a completely different story about where this company is actually headed.
Alex Sirois 