Oracle's cloud business is growing faster than it has in years, yet the stock has been cut nearly in half. Our model finds a jarring disconnect between what the business is doing…
Wells Fargo just added Microsoft to its Q4 Tactical Ideas list and pushed its price target well above Wall Street consensus, betting that Azure and Copilot are about to prove the skeptics…
Vandita Jadeja Bloomberg's Odd Lots and Jim Cramer reached opposite conclusions about AI spending within 12 hours of each other, and Oracle's balance sheet sits at the center of the disagreement. One side says…
Ten of eleven S&P sectors dropped in September as oil and Treasury yields surged together, yet one corner of the market kept climbing and now sits at its highest concentration in years.
Microsoft just posted its strongest quarterly stock gain in 35 years, but the rally left it barely above where it started the year and still below its all-time high. Whether November's earnings…
Omor Ibne Ehsan Wall Street sees modest upside for Chevron, but a seven-quarter streak of earnings beats, a 20-year AI power deal, and a valuation well below the broader market suggest analysts are still underestimating…
Piper Sandler just set one of Wall Street's boldest Microsoft targets, and the reasoning goes well beyond last quarter's blowout earnings. The case hinges on a new enterprise licensing tier that two…
Vandita Jadeja Azure's explosive backlog and Copilot's paid seat growth have bulls eyeing targets near $700, but a capex surge that outpaced free cash flow by a wide margin could threaten the entire AI…
Bank of America just flagged a Meta shopping agent that could quietly drain the most profitable part of Apple's business, and the gap between Apple's stock drop and the broader tech market…
David Moadel Salesforce shares have shed double digits this year while Wall Street quietly revised its earnings estimates sharply higher, creating a gap between price and fundamentals that few investors are watching closely enough.
AWS is growing faster and minting higher margins than almost any business Amazon has ever built, yet the stock sits well below what that trajectory implies. Here is why the gap between…
Amazon's stock sits below its old peak, and most investors treat that gap as a warning. A closer look at what is actually driving the business suggests the market may be pricing…
Alphabet is running multiple growth engines at once, from a cloud business expanding at breakneck speed to an AI platform already reaching nearly a billion users, yet the stock still trades at…
Vandita Jadeja The biggest profits in AI infrastructure hide in three chokepoints that most investors walk right past, and two of them are priced as if the boom is already over.
Joel South Azure is accelerating past 40% growth, Copilot seats are doubling quarter over quarter, and a commercial backlog approaching $700 billion sits waiting to convert. Whether those engines can actually lift Microsoft back…
