A cash-hungry AI build-out is dominating a still-accelerating cloud business at Amazon (NASDAQ:AMZN | AMZN Price Prediction). Amazon stock is at $226.26 in premarket trading, down 7%. Checking on tech stocks in…
Microsoft holds more cash than most countries, yet it just lined up to borrow from bond markets for the first time in nearly a decade. The reason reveals something uncomfortable about what…
Satya Nadella described a business model he called no business at all, named no company, and watched a handful of AI cloud stocks drop after hours. The comment may have been positioning,…
Both Meta and Alphabet missed earnings estimates this quarter, yet their management teams are betting billions that the headline numbers completely misrepresent where the real growth is coming from.
Alphabet's free cash flow just went negative for the second quarter in a row as AI spending spirals past what the business generates, leaving income investors to wonder what gets cut next.
Caution is building around Reddit (NYSE:RDDT | RDDT Price Prediction) as its Q3 2026 earnings report arrives, with worries about slowing U.S. user growth weighing on the stock. Reddit stock is at…
Broadcom's AI revenue is growing faster than almost anyone on Wall Street expected, yet the stock sits nearly 30% below its 52-week high. Something about that disconnect deserves a closer look.
Meta and Alphabet both torched billions in fresh capex while free cash flow went negative, and now one of them is betting its future on an AI agent that its own CEO…
Caution is building around Amazon (NASDAQ:AMZN | AMZN Price Prediction) ahead of its upcoming third-quarter report, as a steep selloff in a fellow tech giant raises the bar for Amazon Web Services…
Two AI chip giants, one $10,000 stake each, and a five-year model that puts them on surprisingly different trajectories. The gap has nothing to do with which company is bigger.
Meta’s $60 Billion Number $60 billion is the figure that changes how to read the Class C story at Meta Platforms (NASDAQ:META | META Price Prediction). That number is the size of…
Rich Duprey Meta's ad pricing power keeps climbing even as a massive legal charge, ballooning capex, and a surprise stock offering sent shares tumbling. Whether those headwinds mask a rare buying window or signal…
AMD has surged over 150% this year and landed massive GPU deals with OpenAI and Anthropic, yet one metric keeps our rating stuck at hold. Here is the number that could finally…
The AI buildout is now costing Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) real cash, and a rival’s quarter just showed it doesn’t have to. Alphabet stock is at $288 in morning trading,…
Alphabet shares have quietly slipped far enough below their highs that a specific valuation gap has opened up, and the cloud growth numbers behind it tell a story most investors are not…
