Amazon reports Q3 earnings on Oct. 29, and history says the stock pops. But the earnings beat is the least interesting part of the investment case right now.
Wall Street’s major indexes can tell a comforting story even when the stocks beneath them are struggling. A handful of trillion-dollar technology companies can push the S&P 500 toward record highs…
Semiconductor stocks just cratered while one mega-cap tech name quietly climbed to record territory, and the reason why reveals a fault line running straight through the AI trade that most investors are…
A top Gartner forecaster just handed neocloud investors a brutal timeline, and the stocks are already cracking under the pressure. Whether CoreWeave and Nebius survive as independent companies may come down to…
Jim Cramer drew a line in the bond market that could upend every major AI trade, and the number he named sits uncomfortably close to where long-term yields already stand. Here is…
Both OpenAI and Anthropic are courting the same short list of sovereign wealth funds and institutional buyers, and only one lab gets to set the valuation benchmark first. The outcome of that…
Microsoft claims its in-house AI models now match OpenAI's output at a fraction of the cost, and that single number reshapes how one investor is sizing up the entire cloud AI trade…
Before a single public share trades, Anthropic is already giving a slice of itself away, and the structure means the better the stock performs, the more new shareholders lose to the fund.
Jim Cramer called out two storage giants sitting on massive year-to-date gains as the most dangerous stocks to own if one key spending trend reverses, and the math behind their profits makes…
Alphabet grows like an AI startup yet trades closer to a sleepy ad business, and that gap between perception and reality raises a pointed question about which Magnificent 7 stock carries the…
Alphabet just posted a blowout quarter and the stock fell anyway, leaving it trading nearly 15% below its 52-week high while one key growth engine accelerates at a rate that has Wall…
Azure and AWS both accelerated last quarter, and Wall Street is now betting on which cloud giant can prove its record AI spending is turning into real revenue before the other one…
Morgan Stanley just put a bold new target on Amazon and called it a top pick, but the reasons behind the upgrade go far beyond the cloud spending story investors already know.
AWS just posted its fastest growth in 18 quarters while Amazon's free cash flow turned negative and long-term debt nearly doubled. Whether that tension resolves as a multiyear earnings engine or a…
Google Cloud's revenue growth keeps accelerating at a scale that has rivals scrambling, and one forward-looking metric buried in Alphabet's latest earnings report suggests the stock has barely started its move.
