Amazon and Microsoft are each spending close to $200 billion to solve the same AI electricity crisis, yet their strategies look nothing alike. Which playbook survives contact with power grid reality?
One investor says natural gas is about to do to Microsoft and Amazon what memory chip shortages did to cloud giants, and the squeeze could arrive within six months.
Evercore's top internet analyst just set a bar for Alphabet's Q2 earnings that would require the company to outpace nearly every rival in both search and cloud at the same time, and…
Wall Street sees Amazon's ballooning capital expenditures as a warning sign, but one investor reads the same number as something else entirely and keeps pressing the buy button anyway.
Alex Sirois The five biggest names in tech are reporting earnings this week, and their balance sheets will look reassuringly clean. But SEC filings tell a very different story buried deep in the footnotes.
Rich Duprey Vanguard's most popular dividend ETF screens for companies with decades of consistent payouts, yet its single largest position is an AI semiconductor giant up over 700% in five years. What the fund's…
Oracle shares have shed nearly half their value in twelve months while the company quietly piles up a backlog larger than Microsoft's cloud empire. Something in that math does not add up,…
DIVO quietly hands retirees a monthly check from a portfolio of blue-chip giants, but a 150% payout ratio and a debt-laden pharma holding raise fair questions about what is actually backing that…
An 84-year-old man with Alzheimer's is sitting on a stock position worth a fortune, and selling it triggers a massive tax bill that waiting could legally erase. The family has to decide…
Michael Williams Jim Cramer compared owning tech stocks to being tied to railroad tracks while a freight train approaches, and he has a very specific set of sectors in mind as the escape route.
Wall Street analysts are making bold moves on Tuesday, shaking up ratings for some of the biggest names in tech, biotech, and retail in ways that could catch investors off guard. Find…
Apple keeps beating earnings while its Mag 7 rivals burn billions on data centers, and one investor thinks he has found the reason the gap will only widen from here.
Wall Street keeps punishing Amazon over a $200 billion capex number, but there is a figure buried in the company's own filings that makes that fear look completely backwards.
Microsoft sits 37% below the price needed to reclaim the $4 trillion club, yet Wall Street is nearly unanimously bullish and one key date could change everything for patient shareholders.
Vandita Jadeja Andy Jassy is pouring roughly $200 billion into data centers while free cash flow craters, and that tension between brutal near-term spending and a looming AI billing inflection is exactly why one…
