OpenAI kept its trillion-dollar price tag but walked away with less cash than it chased. Microsoft barely flinched, yet a smaller check raises a harder question about the billions it is pouring…
Ackman passed on Micron's boom-and-bust memory cycle and bought a stock he calls predictable. But a spending surge is straining that promise, and the shares still lag the market. Can the cash…
Few AI stocks have fallen as hard in 2026 as Oracle (NYSE:ORCL | ORCL Price Prediction), which went from market darling to victim of the AI spending debate. Oracle stock is down…
A sudden leadership change at NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has investors considering whether rival AI chips could win more attention from the biggest cloud buyers. Alphabet (NASDAQ:GOOGL) stock is at…
The artificial intelligence boom has created one of the greatest spending sprees in technology history. Hundreds of billions of dollars are pouring into data centers, advanced processors, and the infrastructure needed to…
Two U.S. optical suppliers that have fueled the expansion of AI data centers are losing ground as AI hardware stocks retreat and a fight over Chinese transceivers reaches the White House. Lumentum…
Apple trades above every analyst target on the Street, yet one investor keeps buying after each earnings report. Why he passes on cheaper-looking Microsoft and Alphabet, and what memory costs could do…
Oracle sits on a record contracted backlog while burning cash at a pace that has forced stock sales and new debt. Two numbers on its financial statements tell opposite stories, and only…
On November 3, voters in 41 local elections decided whether data centers could be built near them. In 40, the outcome favored restrictions. Ballotpedia counted 27 measures approving restrictions or expressing opposition…
On November 6, 2026, Microsoft (NASDAQ:MSFT | MSFT Price Prediction) declined to renew a computing arrangement with Oracle (NYSE:ORCL). The reported reason was that the older GPUs no longer suited its changing…
Microsoft took its fight against a proposed FCC transceiver ban straight to the White House, yet the stock barely flinched while optical suppliers surged. The real story hinges on a speed threshold…
Alphabet stock just tumbled, yet one investor keeps buying faster. A quiet business inside Google may be draining spending from the market's favorite chipmaker, and Wall Street still prices the company as…
Azure is booming and a $677 billion backlog is waiting to convert, yet only one forecast path pushes Microsoft past the doubling line. Find out which scenario gets there, when it happens,…
Vandita Jadeja Meta is spending more than its business earns, and the executive who built its data center fleet for 17 years is stepping aside. The cloud veteran taking over faces a test the…
A late-night report about boardroom turmoil sent Nvidia tumbling after the bell, and the race for the No. 2 spot now hangs on a gap thinner than a couple of dollars per…
