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…
Alphabet keeps beating earnings estimates while its stock keeps getting punished, and that gap between Wall Street's verdict and the underlying numbers is exactly where this investment thesis lives.
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) or Apple (NASDAQ:AAPL): which one better fits a retirement-focused portfolio right now? Alphabet has lost about $860 billion in market value since its peak. That is…
AWS just posted its fastest growth rate in 18 quarters, but a $200 billion capital spending plan and deeply negative free cash flow are raising serious questions about whether Amazon can actually…
Shares of Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) are sliding even while the NASADQ 100 is up 1% on Wednesday morning. The market is digesting an unusual admission from Google’s chief executive:…
Microsoft just wrapped a record fiscal year with Azure growing faster than its data centers can handle, Wall Street nearly unanimously bullish, and Copilot seats doubling quarter over quarter. Whether that momentum…
Vandita Jadeja 
