Azure growth, a ballooning capex bill, and an OpenAI megadeal all land on the table tonight when Microsoft opens its books, and Wall Street needs answers before shares sink any deeper into…
Thomas Richmond Mark Zuckerberg is treating AI infrastructure like a personal passion project, and one venture capitalist thinks Wall Street may not have enough pull to stop him no matter how loud the complaints…
Microsoft's AI business is growing at a triple-digit pace yet the stock sits near a 52-week low, and that gap between reality and share price raises one very specific question about where…
Vandita Jadeja Amazon has shed 6% in a week while sitting on the most aggressive capital spending in its history, yet Wall Street still sees a breakout coming. Here is what makes or breaks…
A single capital spending number from Microsoft could either rescue a $700 billion AI trade from its worst selloff in months or confirm that the boom is finally running out of steam.…
Rich Duprey Azure is printing billions at scale while a much smaller rival claims it shattered every profitability benchmark that matters. One of these AI stocks is quietly set up for the bigger surprise,…
JPMorgan's BBUS just priced itself below VTI, but the fee advantage comes with a quiet omission that changes the whole comparison, and whether it costs you or pays you depends on where…
AI models just crossed a staggering revenue milestone that took the industry two years to reach, but the analyst who flagged it says the real story is the structural trap waiting for…
Microsoft and Meta both crushed their last quarters, yet Wall Street's real verdict on July 29 has nothing to do with revenue beats. The question traders are actually pricing is which AI…
Wedbush's most vocal AI bull thinks investors keep flinching at the wrong signals, and he has a map of five stocks that traces where the real money is moving before the crowd…
Alphabet just posted record earnings and the market punished it anyway. Here is the contrarian case for why that sell-off is the exact moment to load up on shares.
Chip stocks are getting hammered Tuesday while NVIDIA barely budges, and the gap between winners and losers reveals a stark shift in how investors are positioning ahead of the biggest earnings week…
Short sellers are loading up against Meta, Amazon, and Microsoft just days before their earnings reports, and Alphabet's post-beat selloff shows exactly why a strong quarter may no longer be enough to…
For three years one question kept me from going all-in on Alphabet, and last week's earnings finally forced me to answer it. Now I'm loading up, and the reason has nothing to…
Amazon reports Q2 earnings on July 30, and the setup looks unlike anything the stock has offered in years. Four compounding business segments, a cloud franchise hitting multi-year highs, and a $200…
