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 the…
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 QuarterAlphabet (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 figure…
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…
AMD has surged dramatically over the past year, and its AI ambitions stretch into trillion-dollar markets by 2030, but the model scoring it a hold at near fair value tells a more…
Vandita Jadeja Wall Street now has an ETF dedicated to large language model builders, but its biggest holding is a social media company, a third of the fund sits in Hong Kong, and the…
Anthropic's IPO could reprice one of the most valuable private stakes in tech, and the company holding it also collects rent on every GPU Anthropic runs. The question is whether the market…
Tech earnings keep breaking records, strategists say positioning is neutral, and yet your retirement account may be far more concentrated in a handful of giant stocks than you realize. Finding out takes…
Microsoft holds a stake in OpenAI that no public market has ever priced, and one investor argues that gap between the stock and the business is exactly where the opportunity lives.
Alex Sirois Fifty-two analysts cover Microsoft and not one recommends selling, yet the stock has gone nowhere for a year while Azure just crossed a historic revenue threshold. Something in that gap between Wall…
Meta just handed millions of users a free AI agent while Google keeps its own locked behind a subscription, and JPMorgan says the gap between those two strategies could gut one of…
On Wednesday, Alphabet‘s (NASDAQ:GOOGL | GOOGL Price Prediction) Google unit unveiled Gemini 4 Argon, a frontier AI model aimed directly at enterprise work, and the market is declining to pay up for…
