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,”…
Joel South 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,…
Danielle Liverance 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…
Omor Ibne Ehsan 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…
Joel South 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…
Jeremy Phillips Shares across the AI infrastructure complex are trading mixed after well-known short seller Jim Chanos publicly compared today's artificial intelligence capital spending boom to the 1999-2000 telecom build-out. NVIDIA (NASDAQ:NVDA) stock is…
David Moadel On the evening of June 1, 2026, Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) priced one of the largest equity offerings in corporate history: an upsized $84.75 billion raise spanning Class A common,…
Joel South Rivian (NASDAQ: RIVN | RIVN Price Prediction) has fumbled the ball at least twice recently as the company launches what it calls the “affordable” R2. Most versions of the SUV cost $55,000…
Douglas A. McIntyre The performance of some members of the Magnificent 7 has fallen apart. And several companies have climbed the list of those controlling market movements. The Mag 7, as it is sometimes called,…
Douglas A. McIntyre For much of the last two decades, investors enjoyed a powerful but often overlooked tailwind. Corporate America was shrinking the supply of publicly traded shares through massive stock buyback programs. According to…
Rich Duprey The optics told the story before the lawyers did. At the recent America 250 UFC card on the White House lawn, Mark Zuckerberg sat ringside while Anthropic CEO Dario Amodei was nowhere…
Danielle Liverance After SpaceX’s (NASDAQ: SPCX | SPCX Price Prediction) IPO, Elon Musk’s net worth rose to $1.27 billion, making him the first trillionaire in world history (at least as far as most people…
Douglas A. McIntyre I keep hitting the buy button on Meta Platforms (NASDAQ:META | META Price Prediction), and the louder the market panics about the company’s $125 billion to $145 billion capital expenditure plan, the…
Alex Sirois 