Most investors run from Alphabet the moment they see its chip spending and rate exposure. Those are precisely the two reasons it keeps landing at the top of my watchlist.
Microsoft keeps raising its dividend, growing Azure at record pace, and pouring tens of billions into data centers every quarter. The question is whether that spending builds an unbreakable lead or sets…
Alex Sirois Oracle is selling stock, piling on debt, and leaning on customer prepayments to go toe-to-toe with the richest company in cloud computing. Whether that funding gamble holds together may determine who controls…
According to the Bloomberg Billionaires Index, Steve Ballmer, banished from the NBA for bad behavior, was pushed out as Microsoft (NASDAQ: MSFT | MSFT Price Prediction) CEO in 2014 and is the…
Alphabet keeps beating earnings estimates while its stock keeps getting punished, and that gap between Wall Street's verdict and the underlying numbers is exactly where this investment thesis lives.
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) or Apple (NASDAQ:AAPL): which one better fits a retirement-focused portfolio right now? Alphabet has lost about $860 billion in market value since its peak. That is…
AWS just posted its fastest growth rate in 18 quarters, but a $200 billion capital spending plan and deeply negative free cash flow are raising serious questions about whether Amazon can actually…
Shares of Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) are sliding even while the NASADQ 100 is up 1% on Wednesday morning. The market is digesting an unusual admission from Google’s chief executive:…
Microsoft just wrapped a record fiscal year with Azure growing faster than its data centers can handle, Wall Street nearly unanimously bullish, and Copilot seats doubling quarter over quarter. Whether that momentum…
Vandita Jadeja Citadel founder Ken Griffin told the Future of Global Markets Conference in New York on October 20, 2026 that investors are “almost certainly” in an AI bubble. Griffin built his reputation as…
Microsoft's stock barely moved over the past year while its earnings surged, and that gap between price and profit is exactly what makes one investor keep reaching for the buy button despite…
Credo Technology just delivered triple-digit revenue growth and a beat-and-raise quarter, yet the stock has cratered while two major Wall Street firms argue the selloff has created one of the most compelling…
IREN shed nearly half its value in a single month and now sits at a 52-week low, yet top Wall Street analysts are holding price targets that imply the stock could multiply…
Anthropic's confidential IPO filing reveals cloud commitments so large they could reshape the risk profiles of Amazon, Alphabet, and Microsoft simultaneously, and all three companies are both financing Anthropic and competing against…
Both Arista and Cisco just posted record AI-driven results, yet their stocks sold off hard. One company offers margin-rich focus while the other controls its own silicon, and the scale-across design wins…
