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A billionaire investor says AI contributes nothing to corporate earnings growth, but Microsoft just filed numbers that tell a very…
Apple just posted its ninth consecutive earnings beat and a record Services quarter, but the real question is whether the…
SpaceX just handed NVIDIA a high-profile win by locking in 20% of its next platform, leaving AMD without a flagship…
Microsoft just signed off on a Texas data center that could flip IREN's bear case upside down, but the stock…
Microsoft just handed shareholders a dividend raise while simultaneously pouring more cash into AI infrastructure than most companies generate in…
A prominent venture billionaire declared AI has nothing to do with the biggest companies' earnings growth, and then eight minutes…
Exxon and Chevron just reported the same quarter with two completely different bets on where energy profits come from next.…
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…
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