Vanguard slashed fees on 53 funds this year and deliberately left one of its biggest, most profitable sector ETFs off the list. Whether that omission should change how you hold it depends…
Azure just crossed a milestone most analysts did not expect this soon, and the stock is still sitting in consolidation territory. Here is why one investor keeps adding shares before the AI…
Evercore's top strategist calls megacap tech earnings breathtaking, then tells investors to buy more. The reasoning behind that contradiction points to a structural pattern in bull markets that has a very uncomfortable…
A Plexo Capital partner who owns Anthropic shares went on CNBC to defend a valuation that dwarfs every profitable public AI company, and the caveat he buried in his own argument may…
Azure just crossed $100 billion and Copilot is scaling fast, yet Microsoft shares sit flat on the year. One overlooked number buried in the earnings report could determine whether this stock doubles…
Vandita Jadeja A line buried in Microsoft's cash flow statement that most investors skim past may reveal more about who holds power in the AI buildout than any revenue growth figure the company chooses…
Billionaire David Tepper just filed his Q2 13F, and the moves he made inside his AI mega-cap positions tell a more complicated story than the headline holdings suggest.
Joel South A bullish UBS note on Marvell's AI business landed Tuesday morning, and the stock still cratered 6%. The reason has nothing to do with silicon and everything to do with what happened…
Oracle and Amazon just admitted their AI buildouts are burning cash faster than their core businesses can replenish it, and one of them has a balance sheet thin enough that a single…
Both Microsoft and Alphabet are burning through AI capital at a scale that would cripple most companies, yet one of them just suspended buybacks and flipped to negative free cash flow. When…
Two of the most powerful CEOs in tech are running surprisingly similar playbooks, but the numbers reveal a clear winner on every major performance metric, at least for now.
Danielle Liverance While megatech stocks chase AI billions and swing wildly, one tobacco giant quietly delivers the kind of income and stability that most growth investors dismiss until the market turns ugly.
Douglas A. McIntyre Five of the world's sharpest money minds converged on the same battered mega-cap stock in a single quarter, a coincidence so rare it raises an urgent question for any long-term investor: do…
Azure just crossed a historic revenue milestone and Google Cloud is accelerating at a pace few predicted, yet both hyperscalers are spending so aggressively that only one of them still generates positive…
Warren Buffett just made one of his boldest recent bets on a stock that has cooled significantly from its highs, and the reasoning behind that conviction points to a cloud and AI…
Vandita Jadeja 
