Meta's ad engine is accelerating at a historic pace while the stock sits near a level that has historically signaled a cyclical floor, but the $130 billion capex bet hanging over the…
Alex Sirois Google Cloud is growing at twice the rate of Azure while GOOG trades at half the valuation multiple, and the gap between perception and reality may be the biggest opportunity hiding in…
Vandita Jadeja Jim Cramer is calling the Magnificent Seven a generational buying opportunity, but the argument only holds for some of them, and getting that distinction wrong is an expensive mistake.
Omor Ibne Ehsan Every quarter Wall Street warns that Alphabet's AI spending will finally crack the business, and every quarter the company hands back a receipt that says otherwise. Here is why one investor keeps…
Alex Sirois SCHG markets itself as a diversified large-cap growth fund, but a closer look at its holdings reveals a much narrower bet, and that structural quirk may explain why growth investors keep watching…
Omor Ibne Ehsan Meta just fired its loudest shot yet at Anthropic and OpenAI, and the stock is surging on a claim that no independent benchmark has confirmed yet.
David Moadel Zuckerberg's Q2 message was blunt about AI transforming Meta's business, yet the stock sits more than 25% below its all-time high while legal storms and a historic capex surge squeeze free cash…
Vandita Jadeja A federal judge confirmed Google runs an illegal monopoly in ad tech, then refused to break it up anyway. What that contradiction means for Alphabet investors depends entirely on what comes next.
Meta's stock is down sharply, capex is ballooning toward $145 billion, and Wall Street's average target stops well short of four digits. So what would actually need to happen for shares to…
Vandita Jadeja Microsoft and Meta just locked in nuclear power for decades, and the contracts are reshaping how the entire supply chain gets valued. Three very different companies sit between those deals and your…
Every payday I hit buy on Alphabet, and the valuation signal I keep seeing in a business this size is the kind of setup that makes me wonder why the crowd is…
Alex Sirois Sundar Pichai promised a flagship AI model in June, prediction markets already declared it dead by August, and Google just shipped something else entirely. What that substitution reveals about DeepMind's internal chaos…
John Ternus steps into the CEO role at Apple with the stock near a record high, but the hardware event eight days away demands something far harder than a good quarter: a…
PJM yanked a Meta-backed nuclear campus from its grid queue, hitting Oklo with a company-specific blow on top of a sector already reeling from surging Treasury yields. How those two pressures compound…
David Moadel Jensen Huang turned a modest chip startup into the backbone of the global AI arms race, and his personal fortune now rivals the biggest names in tech. But three mounting challenges could…
Douglas A. McIntyre 
