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The AI market cap race among the biggest tech giants reveals a brutal reshuffling of power, and one social media…
Apple is stacking catalysts at a pace the market has not seen in years, and the collision of new silicon,…
Tim Cook and Satya Nadella both run trillion-dollar empires with impressive numbers, but strip away the accounting noise and buyback…
Azure just crossed a milestone the bears called impossible, Copilot is scaling fast, and yet Microsoft shares are flat on…
Oracle just reported a backlog so massive it rivals Microsoft's entire commercial pipeline, yet the stock sits 40% below where…
AWS just posted its fastest growth in over four years, and the numbers behind the reacceleration suggest Amazon's cloud story…
OpenAI just bought back employee shares at an $852 billion valuation while a dozen senior leaders walked out the door.…
While the Nasdaq sold off hard Tuesday and AI-heavy tech names took a beating, one Magnificent 7 stock quietly closed…
Vanguard slashed fees on 53 funds this year and deliberately left one of its biggest, most profitable sector ETFs off…
Azure just crossed a milestone most analysts did not expect this soon, and the stock is still sitting in consolidation…
Evercore's top strategist calls megacap tech earnings breathtaking, then tells investors to buy more. The reasoning behind that contradiction points…
A Plexo Capital partner who owns Anthropic shares went on CNBC to defend a valuation that dwarfs every profitable public…
Azure just crossed $100 billion and Copilot is scaling fast, yet Microsoft shares sit flat on the year. One overlooked…
A line buried in Microsoft's cash flow statement that most investors skim past may reveal more about who holds power…
Billionaire David Tepper just filed his Q2 13F, and the moves he made inside his AI mega-cap positions tell a…
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