Both OpenAI and Anthropic are courting the same short list of sovereign wealth funds and institutional buyers, and only one lab gets to set the valuation benchmark first. The outcome of that…
Microsoft claims its in-house AI models now match OpenAI's output at a fraction of the cost, and that single number reshapes how one investor is sizing up the entire cloud AI trade…
Before a single public share trades, Anthropic is already giving a slice of itself away, and the structure means the better the stock performs, the more new shareholders lose to the fund.
Jim Cramer called out two storage giants sitting on massive year-to-date gains as the most dangerous stocks to own if one key spending trend reverses, and the math behind their profits makes…
Alphabet grows like an AI startup yet trades closer to a sleepy ad business, and that gap between perception and reality raises a pointed question about which Magnificent 7 stock carries the…
Alphabet just posted a blowout quarter and the stock fell anyway, leaving it trading nearly 15% below its 52-week high while one key growth engine accelerates at a rate that has Wall…
Azure and AWS both accelerated last quarter, and Wall Street is now betting on which cloud giant can prove its record AI spending is turning into real revenue before the other one…
Morgan Stanley just put a bold new target on Amazon and called it a top pick, but the reasons behind the upgrade go far beyond the cloud spending story investors already know.
AWS just posted its fastest growth in 18 quarters while Amazon's free cash flow turned negative and long-term debt nearly doubled. Whether that tension resolves as a multiyear earnings engine or a…
Google Cloud's revenue growth keeps accelerating at a scale that has rivals scrambling, and one forward-looking metric buried in Alphabet's latest earnings report suggests the stock has barely started its move.
A crypto executive and former hedge fund manager is calling artificial intelligence the “biggest bubble of our lifetime” and telling investors to stay in. Mike Novogratz, founder and CEO of Galaxy Digital…
Microsoft just spent over $115 billion on capital expenditures, and now everything hinges on whether that bet pays off fast enough to justify the price tag. Azure's trajectory in the next quarter…
Oracle's cloud revenue is exploding while its stock sits near yearly lows, and the gap between those two realities may represent one of the more unusual setups in large-cap tech right now.
CoreWeave's GPU empire carries a $104 billion backlog and a debt load that turns every NVIDIA headline into a margin call on its equity. Find out what has to happen before this…
Adobe is down nearly 28% this year yet still beating earnings estimates and raising guidance, which raises an uncomfortable question about whether the market has gotten the AI disruption story completely wrong.
