AI capital spending has become the single most important tell for where cloud demand is heading. When a hyperscaler doubles capex, it is contracting land, power, GPUs, and years of customer commitments…
Microsoft and Alphabet both posted monster cloud quarters and both are spending at a pace that would have seemed reckless two years ago, but only one of them is funding the buildout…
The Marketplace Morning Report episode titled “More pain at the pump to come” closed on September 14 with an ad from McDonald’s (NYSE:MCD | MCD Price Prediction) pitching a Big Mac meal…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) unveiled a draft code of conduct for its in-house artificial intelligence today, and the executive running the effort framed it in unusually blunt terms. Microsoft AI…
Rich Duprey Two finance podcast hosts just aired a live disagreement over where AI money flows next, and the stock they split on has already posted triple-digit revenue growth that most investors are pricing…
Although Wall Street has spent much of 2026 chasing an AI-driven bull market to fresh highs, the bond market delivered a jolt this morning. The 10-year US Treasury yield touched 5% on…
Monday morning, hours after public radio spent its morning walking through an open letter asking the AI industry to slow itself down, President Trump told CNBC the opposite: “We’re leading China in…
A single line on a balance sheet keeps pulling one investor back to the same stock, and it has nothing to do with AI excitement or analyst ratings. The signal hiding in…
Everyone knows Nvidia owns the AI trade, but a quieter giant with 2.5 billion active devices is building a monetization machine that could rewrite that assumption entirely.
Azure just crossed $100 billion in revenue and Microsoft 365 Copilot is selling like wildfire, yet the stock has gone nowhere for a year. Something in that gap points to a very…
Vandita Jadeja Shares of Meta Platforms (NASDAQ:META | META Price Prediction) climbed 7.12% over the past week to $660.71, while Alphabet (NASDAQ:GOOGL) added 2.09% and Microsoft (NASDAQ:MSFT) held roughly flat at $499.83. NVIDIA (NASDAQ:NVDA)…
AJ Tiarsmith A veteran portfolio manager pulled out a century-long logarithmic chart and pointed to where the S&P 500 sits today, then explained why that picture changes everything about how you should think about…
Apple just posted its strongest June quarter ever and Microsoft cracked a historic Azure milestone, but only one of these Magnificent Seven giants sets up as the cleaner buy right now given…
Alphabet is signing contracts for nuclear reactors, suspending buybacks, and doubling its debt load, and one investor sees all of that spending as the most bullish signal in the entire position.
Google just landed inside nearly every major Fortune 100 company, but having access and winning the deal are two very different things. The real fight is happening at a layer most investors…
