Artificial intelligence is producing real growth. The latest earnings releases show cloud revenue rose 103% at Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and 39% at Amazon (NASDAQ:AMZN). Businesses are buying computing power,…
Apple and Microsoft both crushed earnings estimates, but one is quietly pocketing far more of every dollar it earns while the other bets billions on infrastructure that has yet to pay off.…
When Microsoft announced its first major US bond sale in years, nervous investors saw red flags. I saw a company with $677 billion in signed contracts and not enough capacity to fill…
A fresh trip to the bond market has put the AI financing of Oracle (NYSE:ORCL | ORCL Price Prediction) back under the microscope. Oracle stock is at $125.43 in morning trading, down…
Although the Federal Reserve spent much of the past cycle easing, Wall Street is now bracing for a turn in the other direction. The central bank raised rates at its September meeting,…
AWS and Azure both posted record quarters, but the two cloud giants are winning in completely different ways, and only one of them is actually funding its AI buildout from its own…
The five biggest names in tech are now writing checks their operations alone cannot cover, and the gap between what they spend on AI and what they earn is widening fast enough…
Sam Altman just told the world that memory chips in your laptop are a waste, and his argument has Micron investors watching their screens and wondering which side of the trade benefits…
Microsoft just handed 60,000 employees a voluntary exit offer, but for longtime workers with company stock sitting in a 401(k), one common rollover move could quietly erase a tax break decades in…
Gerelyn Terzo Three engineers hatched a plan at a Denny's booth in East San Jose, then watched their first product come back in nearly every box shipped. What kept the company alive long enough…
Visa's latest dividend hike proves a low yield can outpace a fat one over time, and three other blue chips are quietly running the same playbook with even more room to grow.
Alphabet shares have dropped nearly 8% in a week just as its cloud business is accelerating at a historic pace, and that gap between price and momentum raises a question worth examining…
Azure and AWS just posted their strongest cloud numbers in years, yet the companies that stand to benefit most from this surge are neither Microsoft nor Amazon.
Salesforce stock is down for the year yet something beneath the surface is accelerating at a pace that has 38 analysts turning bullish and one model projecting a path to targets that…
A cash-hungry AI build-out is dominating a still-accelerating cloud business at Amazon (NASDAQ:AMZN | AMZN Price Prediction). Amazon stock is at $226.26 in premarket trading, down 7%. Checking on tech stocks in…
