Alphabet just posted 40% gains and trades at a cheaper multiple, so why does one analyst still reach for Microsoft when building a retirement position that has to last decades?
Amazon just committed roughly $200 billion to AI infrastructure, custom chips, and satellites, and one investor keeps hitting the buy button every time the stock dips. Here is the math behind that…
AMD's data center business exploded while Microsoft rents the very racks AMD fills, yet one of these stocks looks dangerously priced for anything less than a perfect Helios launch. Here is what…
Alex Sirois Microsoft and Amazon reported earnings a day apart, and their AI bets look nothing alike. One is selling into workflows it already owns, the other is racing to fill racks fast enough…
At 9:16 a.m. ET on October 5, 2026, Jim Cramer posted on X: “It’s Co-Pilot’s time! MSFT going higher. Big move coming”. He noted the company is a big CNBC Investing Club…
Azure just crossed a threshold that almost no software business ever reaches, and Microsoft's AI backlog is growing faster than its ability to build the infrastructure to support it. Whether that tension…
OpenAI suddenly faces a wave of legal problems. Many of them could spill over into the future of other large AI companies. That includes Microsoft (NASDAQ: MSFT | MSFT Price Prediction), Google…
A new Melius Research call argues that corporate fear of artificial intelligence (AI) can itself drive software demand, with Microsoft (NASDAQ:MSFT | MSFT Price Prediction) shares carrying that argument. Microsoft stock is…
Alphabet collects a check whether AI wins through cloud contracts, ad clicks, or paid subscriptions, and that structural advantage shapes every buy decision I make. The real question is whether the spending…
Alex Sirois Pre-Market Stock Futures: Futures are trading lower as we get ready for the first full week of trading for the fourth quarter of 2026 after an outstanding Friday, which saw all of…
Amazon is pouring hundreds of billions into data centers before most of that spending shows up as profit, and the case for owning it now depends on understanding why that gap is…
A prominent fund manager went on live television to call Chevron and ExxonMobil cheap laggards, but the actual performance data from the past year tells a very different story about who is…
A $44.92 Billion Quarter Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) spent $44.92 billion on capital expenditures in the second quarter of 2026, up 100.1% from a year earlier. The company reported the…
Rich Duprey A fund manager claims the economic gauges investors have trusted for decades stopped working the moment ChatGPT launched, and now his firm is selling ETFs built around what replaced them. Before you…
A Reddit investor walked away from three of the biggest AI trade names in the market, armed with math showing the economics simply do not add up. Whether his timing was brilliant…
