Microsoft just posted one of the strongest months in mega-cap tech, but the timing raises a question that cuts both ways for shareholders sitting on fresh gains.
David Moadel Amazon is surging 4% on a massive GPU expansion deal with the very chip supplier that is simultaneously sinking 4% on the same news. The split tells a story about where Wall…
Alphabet and NVIDIA both just reported blockbuster earnings, but two legitimate ways of measuring profit point to opposite winners. The answer hinges on whether a massive paper gain from a single private-company…
Azure just crossed $100 billion and commercial bookings are stacking up at a pace that redefines what valuation ceiling even means for a company this size. The math toward an unprecedented market…
More than 100 companies just signed an open letter warning that AI-powered cyberattacks will arrive sooner than governments are ready for, and the list of who signed it raises as many questions…
IREN's $3.4 billion NVIDIA contract and a 12% monthly rally set sky-high expectations heading into tonight's fiscal Q4 report, but a massive impairment charge and a brutal revenue miss are already rattling…
Dan Ives went on live TV and named six AI stocks he says will lead the next leg up. Every single one was already sitting inside a fund that bears his name,…
Oracle cratered nearly 40% over the past year while quietly assembling a backlog that dwarfs its annual revenue, and now a single earnings date separates the stock from a potential breakout or…
Apple just posted its best June quarter ever while Microsoft locked up $678 billion in contracted backlog, but only one of these titans is making the kind of bet that shapes the…
Microsoft just posted the biggest fiscal year in its history, yet the stock has gone nowhere for a year. A specific date and price target explain why that disconnect may be about…
Vandita Jadeja Azure just crossed a historic revenue milestone, Microsoft's commercial backlog ballooned to a staggering figure, and yet free cash flow dropped sharply. Whether $600 is the next stop or a ceiling depends…
While investors chase the obvious AI winners, Amazon has been quietly building something that its own CEO calls a potential trillion-dollar annual revenue business, and the market still has not fully priced…
Warren Buffett, Bill Ackman, and Stanley Druckenmiller all rotated into the same stock last quarter, but the bear case raises a concern most investors are overlooking before they follow suit.
Vandita Jadeja Bitcoin briefly cracked $80,000 for the first time in months, sending crypto mining stocks surging well past the broader digital infrastructure pack, but not every miner is rallying for the same reason.
Warren Buffett almost never chases mega-cap tech, which makes Berkshire's massive new position in Alphabet one of the most surprising moves in years and a signal worth taking seriously before the rest…
Vandita Jadeja 
