Meta and Palantir both crushed Q1 expectations, but their valuations now live in completely different universes. The case for owning one and merely renting the other comes down to a single uncomfortable…
AI companies are losing a $130 billion battle they never saw coming, and Mark Cuban says the real enemy has nothing to do with permits, power grids, or zoning boards.
A prominent AI investor argues that the real winners of the AI boom are not the labs building the models, and the cash flow numbers already suggest a massive redistribution is quietly…
Every other Magnificent 7 stock sits far below its all-time high, yet Apple kept climbing while rivals splurged on AI. Whether that gap reflects genuine strength or a valuation trap worth avoiding…
Most AI investments force a choice between owning the infrastructure and cashing in on the product. One company has quietly collapsed that tradeoff in a way that changes the math on every…
Meta just raised its spending plans to a figure that stopped Wall Street in its tracks, and the stock has not responded the way bulls expected. Whether the math eventually works in…
Chris MacDonald Jim Cramer watched a single sentence from Mark Zuckerberg send Meta's stock soaring by a predicted $100 per share, and now he's arguing that big tech has become nearly impossible to sell…
Vandita Jadeja Wall Street is bracing for the worst out of Big Tech's Q2 earnings, and that gap between dread and reality may be exactly what sends the next rally higher. Five hyperscalers report…
Both Meta and NVIDIA delivered blowout quarters on the same AI wave, yet investors treated the two stocks very differently this summer. One company quietly flipped its biggest cost line into a…
Meta just broke its open-source religion to charge developers for AI, and Zuckerberg is betting a $145 billion infrastructure gamble on a pricing strategy that undercuts every major rival. Whether that math…
Jim Cramer owns six of the Magnificent Seven and argues that grouping them together is one of the costliest mistakes an investor can make. The five dimensions separating these stocks reveal why…
Jim Cramer says the SK Hynix mega-listing clears the biggest threat hanging over AI stocks in 2026, but one scenario could blow that thesis apart before summer ends.
Micron has handed investors a historic run, yet one veteran analyst is still pointing at a completely different stock as the smarter place to park money right now, and his reasoning challenges…
Jim Cramer is furious that investors keep dumping one of the most proprietary chip companies ever built while rewarding a commodity memory stock with a higher forward multiple. The numbers behind his…
Meta just signed a $21 billion deal with CoreWeave while quietly building the infrastructure to make that deal unnecessary. Here is what happens to CoreWeave shareholders if Zuckerberg stops renting and starts…
