Both Arista and Cisco just posted record AI-driven results, yet their stocks sold off hard. One company offers margin-rich focus while the other controls its own silicon, and the scale-across design wins…
Citi’s One Number: $5.35 Trillion Citi projects that four companies will spend $5.35 trillion in capital expenditures from 2027 through 2030: Amazon (NASDAQ:AMZN | AMZN Price Prediction), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL) and…
Morgan Stanley just called Amazon a top pick and lifted its price target, but with negative free cash flow and $200 billion in planned spending ahead, the real question is whether AWS…
Meta reports Q3 earnings on October 21 with its stock sitting 9% below its 52-week high, and three specific numbers will determine whether Wall Street's most aggressive price targets hold or collapse…
AMD has surged over 155% this year while a brutal week-long selloff raises a critical question: does the stock price already capture the full AI opportunity, or is Wall Street still sleeping…
AI funding is drying up faster than anyone expected, and the race to go public before the window slams shut has turned desperate. One company stands between a potential $2 trillion valuation…
NVIDIA collects a check whether hyperscalers borrow, issue stock, or drain their cash reserves, but Meta faces a funding squeeze that could reshape what shareholders actually own. The size of one expected…
Alphabet just posted a blowout quarter and the stock fell anyway, leaving it trading nearly 15% below its 52-week high while one key growth engine accelerates at a rate that has Wall…
A trader on Reddit’s r/wallstreetbets says he turned an Advanced Micro Devices (NASDAQ:AMD | AMD Price Prediction) position into a fortune, then sold all of it. On October 16, 2026, user DubiousChemistry…
A single stock dropped 25% in one week while its backlog swelled to $37.5 billion, and that contradiction reveals exactly where investors stand on debt-funded GPU buildouts right now.
Google Cloud's revenue growth keeps accelerating at a scale that has rivals scrambling, and one forward-looking metric buried in Alphabet's latest earnings report suggests the stock has barely started its move.
The press and savvy investors have combed through Anthropic’s IPO documents. On Sunday, they found something called the Anthropic Long-Term Benefit Trust. It holds only 5% of Anthropic shares. Among other things,…
CoreWeave's GPU empire carries a $104 billion backlog and a debt load that turns every NVIDIA headline into a margin call on its equity. Find out what has to happen before this…
CoreWeave's stumble has put a spotlight on how Nvidia and AMD are bankrolling the AI chip boom, and the two approaches carry very different kinds of danger lurking beneath blockbuster revenue numbers.
Bank of America just invoked the ghost of the 1990s fiber optic collapse to explain why AI's biggest winners could still leave investors with nothing, even if the technology reshapes the world…
