On CNBC last week, Kate Rooney walked viewers through a number that should reframe how tech investors think about their portfolios. “The biggest tech companies are now expected to spend about $750…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) stock is down 6% in Monday midday trading, sliding to around $346. The selloff in Alphabet shares is the most prominent move among the hyperscalers today.…
The SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA) has climbed about 7% year to date and is up almost 22% over the past year, but those returns hide a dramatic shift…
On a recent episode of The Investor’s Podcast, investor Hari Ramachandra explained the bull case he saw for Meta Platforms after the stock fell roughly 20% from its peak, calling Meta Platforms (NASDAQ:META |…
Thomas Richmond I am opening with the verdict because the gap between where Meta Platforms (NASDAQ:META | META Price Prediction) trades today and where our model says it should trade is too wide to…
Vandita Jadeja Apple’s next chief executive has tipped his hand on artificial intelligence, and the message is the opposite of what is coming out of Redmond, Mountain View and Menlo Park. John Ternus, who…
At the Pure Accelerate Summit in Las Vegas, Rob Lee, Chief Technology and Growth Officer at Everpure (NYSE:P), the company recently rebranded from Pure Storage, told a Bloomberg Businessweek Live audience that…
Mark Zuckerberg opened Meta Platforms (NASDAQ:META | META Price Prediction)‘s Q1 2026 earnings call with a sentence that would sound deranged coming from almost any other CEO: “We’re on track to deliver…
Joel South Satya Nadella did something unusual on June 14. The CEO of a roughly $2.93 trillion company bypassed the earnings stage and the conference circuit, and posted to his personal blog, “sn scratchpad,”…
At the Everpure Accelerate 2026 summit in Las Vegas, Everpure, the company formerly known as Pure Storage, put a number on the AI infrastructure cycle consuming Wall Street. CFO Tarek Robbiati said…
Evercore ISI’s head of internet research Mark Mahaney has a contrarian message for investors who’ve watched the Magnificent 7 lag the broader market. On CNBC’s “Closing Bell Overtime” on June 18, 2026,…
Jim Cramer used his Mad Money platform this week to make the case that the Magnificent 7’s appetite for capital is sending an unmistakable signal to investors who actually pay attention to…
In 2012, Meta (NASDAQ:META | META Price Prediction) was still called Facebook, had just crossed a billion users, and was preparing for one of the most hyped IPOs in history. The business…
The spring volatility that rattled mega-cap AI names has created an opening. Three of the largest AI franchises in the market are trading meaningfully below their 52-week highs, yet the operating data…
Alphabet (NASDAQ: GOOGL | GOOGL Price Prediction) and Meta Platforms (NASDAQ: META) both reported Q1 2026 results on April 29, 2026, and the prints sharpened a debate I have been having with…
