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.
A crypto executive and former hedge fund manager is calling artificial intelligence the “biggest bubble of our lifetime” and telling investors to stay in. Mike Novogratz, founder and CEO of Galaxy Digital…
Microsoft just spent over $115 billion on capital expenditures, and now everything hinges on whether that bet pays off fast enough to justify the price tag. Azure's trajectory in the next quarter…
Oracle's cloud revenue is exploding while its stock sits near yearly lows, and the gap between those two realities may represent one of the more unusual setups in large-cap tech right now.
CoreWeave's GPU empire carries a $104 billion backlog and a debt load that turns every NVIDIA headline into a margin call on its equity. Find out what has to happen before this…
Adobe is down nearly 28% this year yet still beating earnings estimates and raising guidance, which raises an uncomfortable question about whether the market has gotten the AI disruption story completely wrong.
One investing strategy separates Alphabet from every other AI giant, and it shows up most clearly when you stack the balance sheets side by side against Microsoft and Amazon.
Bank of America just invoked the ghost of the 1990s fiber optic collapse to explain why AI's biggest winners could still leave investors with nothing, even if the technology reshapes the world…
Confidential documents reveal that two of the world's most valuable tech companies quietly wrote identical checks to fund a new White House ballroom, and neither one sent out a press release. The…
Wall Street keeps punishing Alphabet for its spending, but the cloud and AI numbers tell a completely different story about where this company is heading.
Alphabet is growing its cloud faster, but Microsoft is funding its AI buildout from its own cash while Alphabet sells stock to keep pace. The race to $5 trillion turns on which…
ARK Invest loaded up on CoreWeave stock two sessions in a row while the company's bondholders were sending a very different signal about the AI cloud provider's future.
Microsoft's AI chief told staff the company quietly trained a model that outperforms a key partner's flagship system at a fraction of the cost, but the market barely flinched, and the reasons…
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