Three of the biggest AI spenders converged on the bond market the same day, and the terms lenders offered revealed a stark divide in how much Wall Street trusts each company to…
A record September quarter from Apple (NASDAQ:AAPL | AAPL Price Prediction) is being undercut by a weaker margin outlook for the holidays, pulling the iPhone maker lower while the rest of mega-cap…
Bill Ackman is betting billions that Big Tech's ballooning data center budgets are a profit engine rather than a cash drain, but the math behind his conviction rests on assumptions that could…
AMD has shed nearly a fifth of its value in a month while sitting on gigawatt-scale AI commitments from Anthropic, OpenAI, and Meta. Whether those deployments justify a 190x earnings multiple is…
Meta and Alphabet both burned through more cash than they generated last quarter, and both are now raising outside money to keep spending. Which company has the stronger hand heading into Q4,…
Alphabet just shed half a trillion dollars in market value after a single earnings report, but the numbers driving that collapse tell a more complicated story than Wall Street's reaction suggests.
Barron’s put two questions to 81 professional investors, and the answers point in different directions. Half are bullish on American stocks over the coming year. Yet only 37% believe today’s AI infrastructure…
Artificial intelligence is producing real growth. The latest earnings releases show cloud revenue rose 103% at Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and 39% at Amazon (NASDAQ:AMZN). Businesses are buying computing power,…
Meta is pouring record billions into AI while its stock sits well below recent highs, leaving investors to wonder whether that spending eventually pays off or quietly erodes their returns through dilution,…
Vandita Jadeja A locked phone after death can cut a family off from years of photos, messages, and memories while they wait on court orders and legal documentation. Apple, Google, and Facebook each built…
Arm Holdings has quietly shifted from smartphone chips to hyperscale data centers and its own silicon, a pivot that splits analyst opinion sharply and sends five-year return scenarios ranging from a loss…
A graffiti artist turned down a guaranteed check to paint murals across a startup's office, betting instead on a founder he trusted more than the product. What that gamble ultimately produced depends…
AJ Tiarsmith S&P just put Meta's coveted AA- rating on a countdown clock, citing a capex spiral that could push leverage past the downgrade threshold by 2027. Meta fired back immediately, but the stock…
Omor Ibne Ehsan France just voted to bill Netflix, Google, and Meta by the gigabyte, and the revenue estimate runs into the billions. Whether it survives the Senate and a potential White House response is…
The five biggest names in tech are now writing checks their operations alone cannot cover, and the gap between what they spend on AI and what they earn is widening fast enough…
