One investing strategy separates Alphabet from every other AI giant, and it shows up most clearly when you stack the balance sheets side by side against Microsoft and Amazon.
Bank of America just invoked the ghost of the 1990s fiber optic collapse to explain why AI's biggest winners could still leave investors with nothing, even if the technology reshapes the world…
Confidential documents reveal that two of the world's most valuable tech companies quietly wrote identical checks to fund a new White House ballroom, and neither one sent out a press release. The…
Wall Street keeps punishing Alphabet for its spending, but the cloud and AI numbers tell a completely different story about where this company is heading.
Alphabet is growing its cloud faster, but Microsoft is funding its AI buildout from its own cash while Alphabet sells stock to keep pace. The race to $5 trillion turns on which…
ARK Invest loaded up on CoreWeave stock two sessions in a row while the company's bondholders were sending a very different signal about the AI cloud provider's future.
Microsoft's AI chief told staff the company quietly trained a model that outperforms a key partner's flagship system at a fraction of the cost, but the market barely flinched, and the reasons…
Omor Ibne Ehsan Bill Gates calls Elon Musk brilliant even as Musk attacks him over a Tesla short that may have cost Gates billions. Their feud reveals two competing visions of wealth, legacy, and what…
UnitedHealth's wild ride inside DIA was not an accident or a manager's call. The weighting rule baked into the Dow determined exactly how much of your money followed the stock up and…
Meta Platforms (NASDAQ:META | META Price Prediction) stock has pulled well ahead of its megacap peers on the strength of its newest artificial intelligence (AI) model. Shares of Meta Platforms are up…
For years, artificial intelligence has been sold as the next great productivity revolution. Businesses would produce more with fewer resources, profits would rise, and the economy would benefit from a technological leap…
Azure is booking revenue faster than almost any cloud business in history, yet its leadership reportedly just told team heads to slash costs by a fifth. Something about the math behind that…
Yesterday, Anthropic announced that its revenue grew 50% quarter over quarter to $16.8 billion. On the back of an envelope, its 2027 revenue could exceed $100 billion. That is about Morgan Stanley’s…
CoreWeave's bond market flashed a warning that spread far beyond one AI startup, and Oracle shareholders absorbed a nearly 9% loss before the trading day even ended. What happens to Oracle's $664…
Wall Street once bet that AI chatbots would destroy Google Search, and investors who bought through that fear were rewarded. Now Alphabet faces a far bigger test, one measured in hundreds of…
