Alphabet just handed investors a week of underperformance against the Nasdaq that looks nothing like the fundamentals underneath it, and there is a specific combination of valuation and growth rate that keeps…
Alex Sirois Azure just crossed $100 billion in annual revenue and the stock is trading well off its highs, which raises an uncomfortable question about whether the selloff reflects a real problem or a…
Oracle just posted contract backlog numbers that most cloud giants would envy, yet the stock sits 31% below its peak. Here is why one investor keeps adding shares while Wall Street looks…
A veteran of Google and Microsoft engineering just called out the AI industry for celebrating a definition of human-level intelligence that most humans would never recognize, and the financial stakes riding on…
Jim Cramer says buy the Magnificent Seven before the AI payoff hits, but one market strategist argues the group has already fractured into winners and losers, and the 2026 scoreboard is starting…
Oracle just staged a dramatic comeback after cratering more than 50% from its highs, and Wall Street is divided on whether the $638 billion backlog signals a generational opportunity or a capital…
Two AI infrastructure companies just reported earnings with the same tailwind behind them and completely opposite strategies in front of them, and only one of those playbooks survives a construction delay or…
Alex Sirois Nebius just auctioned its first Blackwell capacity above any price it has ever charged, and management says it could sell all of 2027 right now but is choosing not to. Whether that…
Alex Sirois Microsoft's stock has gone nowhere for a year while its fundamentals quietly broke out, and one AI-driven business unit may have just handed it a credible shot at joining the most exclusive…
Azure and Google Cloud are posting jaw-dropping growth numbers just as Treasury yields hit levels that have historically crushed high-multiple tech stocks. Whether Microsoft's fortress balance sheet or Alphabet's cheaper valuation wins…
Meta just attached a price tag to its AI ambitions, and traders are now asking whether a consumer subscription can justify one of the biggest capital budgets in tech history while a…
David Moadel A handful of stocks have quietly turned ordinary investors into millionaires over the past decade, and the specific pattern behind each one suggests the compounding window is still open rather than closing.
Alphabet just posted blowout earnings and yet the stock has shed more than 10% from its peak, leaving investors caught between soaring Cloud growth and a balance sheet that suddenly looks very…
Vandita Jadeja Oracle's stock has dropped nearly 28% over the past year, yet one investor keeps hitting the buy button on every leg lower. The reason sits inside a structural bet on cloud infrastructure…
Chevron has surged more than 42% this year and is brushing against a 52-week high, but the real question is whether the fundamentals driving that run can hold at these prices or…
