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…
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.
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…
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…
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.
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…
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…
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…
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…
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…
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.
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…
