Oracle's stock has cratered 32% this year even as its cloud business posted explosive growth and locked in hundreds of billions in future contracts. Here is why the market may be pricing…
Salesforce's AI products are growing at triple-digit rates while the stock sits near a 52-week low, and that gap between momentum and valuation may be exactly what the market keeps getting wrong.
OpenAI slashed its funding ask by a staggering amount just as public AI stocks cratered, and the timing raises serious questions about what private investors know that the market does not.
Apple just hit a record close while Nvidia shed billions in a brutal sector selloff, and the gap between the two most valuable companies on earth has shrunk to a fraction of…
Azure just crossed a milestone that has analysts quietly raising their ceiling for Microsoft, but the real story is buried in a contract number that almost nobody is talking about.
A UBS portfolio manager sees three technology waves pushing stocks far beyond Wall Street's consensus, but his bullish case runs straight through two more Fed rate hikes that most investors are not…
Every quarter, IBM (NYSE: IBM) | IBM Price Prediction CEO Arvind Krishna says IBM is doing great. Every quarter, investors are reminded that what was the greatest American tech company for decades…
Alphabet's cloud business just posted growth that would make most tech companies blush, yet the stock sits well below its recent highs. Whether that gap represents a value opportunity or a warning…
Azure demand is outpacing supply, the commercial backlog just hit a staggering new level, and Wall Street has almost no sellers on record. Whether that setup translates into a real breakout depends…
Apple just posted its strongest quarter in years, but analysts still slap Sell ratings on the stock while our model points toward a very different conclusion. Here is what the bears are…
Heavier artificial intelligence (AI) spending plans are overshadowing a strong quarter at Meta Platforms (NASDAQ:META | META Price Prediction), where revenue and guidance both topped expectations. Meta Platforms stock is at $677.20,…
Most investors run from Alphabet the moment they see its chip spending and rate exposure. Those are precisely the two reasons it keeps landing at the top of my watchlist.
Microsoft keeps raising its dividend, growing Azure at record pace, and pouring tens of billions into data centers every quarter. The question is whether that spending builds an unbreakable lead or sets…
Alex Sirois Oracle is selling stock, piling on debt, and leaning on customer prepayments to go toe-to-toe with the richest company in cloud computing. Whether that funding gamble holds together may determine who controls…
According to the Bloomberg Billionaires Index, Steve Ballmer, banished from the NBA for bad behavior, was pushed out as Microsoft (NASDAQ: MSFT | MSFT Price Prediction) CEO in 2014 and is the…
