Every headline says Google is hemorrhaging its best AI minds to Anthropic and OpenAI, and that narrative has created one of the most exploitable gaps between fear and reality in the market…
Alex Sirois QQQ sits near all-time highs, but its fate in the second half of 2026 hinges on just two variables that most holders never track. Get either one wrong and the fund's year-to-date…
Marc Guberti When Meta's CFO admitted the company keeps underestimating its own compute needs, most investors saw a red flag. One analyst saw the opposite, and has been loading up on shares ever since.
Alex Sirois Meta keeps printing cash at a scale most companies never see, yet the real reason to keep buying has nothing to do with last quarter's earnings. Three structural advantages are quietly stacking…
Alex Sirois Google and Amazon each poured billions into custom silicon and talked up their chips on the same earnings day, but their strategies point in opposite directions. Only one looks like the smarter…
Alex Sirois Nebius stock cratered 14% on Thursday as investors punished the AI neocloud for a financing question it could not answer. A Friday announcement changed the math entirely, and the structure it revealed…
David Moadel Three numbers on Meta's income statement keep pulling my money back before the July 29 earnings call, and one of them proves something no other hyperscaler has managed to pull off yet.
Alex Sirois Alphabet heads into Q2 earnings with prediction markets pricing in a near-certain beat, but the real question is whether one fast-growing business segment can justify what bulls are calling a deeply discounted…
Vandita Jadeja Capital Group's active growth ETF loads up on the same megacap giants driving every major index, charges almost nothing by active fund standards, and still finds a way to leave investors with…
Alphabet just posted its strongest quarter in years, yet the stock tumbled 4% in a single session on fears that its AI brain drain is worsening. Here is why a growing chorus…
Alex Sirois SK Hynix just landed on Nasdaq carrying the biggest slice of the high-bandwidth memory market, but arriving at a moment when semis are getting punished raises a pointed question about whether this…
Joey Frenette Agentic AI burns tokens at a rate that could reshape every enterprise software budget on the planet, and one company has quietly positioned itself to own that shift before the market noticed.
Alex Sirois CoreWeave has lost nearly half its value in a year while one analyst just reaffirmed a price target that implies 243% upside, and his reasoning hinges on a single contractual clause that…
Analysts say Netflix is losing control of its own story, and a single line buried in Friday's earnings report about future disclosures is making Wall Street more nervous than the guidance miss…
Nebius just unveiled an asset-light pivot designed to outmaneuver CoreWeave and the miner-to-AI crowd, yet the stock is cratering anyway. Here is what the selloff reveals about which neocloud models can actually…
