Azure just crossed a threshold that almost no software business ever reaches, and Microsoft's AI backlog is growing faster than its ability to build the infrastructure to support it. Whether that tension…
OpenAI suddenly faces a wave of legal problems. Many of them could spill over into the future of other large AI companies. That includes Microsoft (NASDAQ: MSFT | MSFT Price Prediction), Google…
A new Melius Research call argues that corporate fear of artificial intelligence (AI) can itself drive software demand, with Microsoft (NASDAQ:MSFT | MSFT Price Prediction) shares carrying that argument. Microsoft stock is…
Alphabet collects a check whether AI wins through cloud contracts, ad clicks, or paid subscriptions, and that structural advantage shapes every buy decision I make. The real question is whether the spending…
Pre-Market Stock Futures: Futures are trading lower as we get ready for the first full week of trading for the fourth quarter of 2026 after an outstanding Friday, which saw all of…
Amazon is pouring hundreds of billions into data centers before most of that spending shows up as profit, and the case for owning it now depends on understanding why that gap is…
A prominent fund manager went on live television to call Chevron and ExxonMobil cheap laggards, but the actual performance data from the past year tells a very different story about who is…
A $44.92 Billion Quarter Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) spent $44.92 billion on capital expenditures in the second quarter of 2026, up 100.1% from a year earlier. The company reported the…
A fund manager claims the economic gauges investors have trusted for decades stopped working the moment ChatGPT launched, and now his firm is selling ETFs built around what replaced them. Before you…
A Reddit investor walked away from three of the biggest AI trade names in the market, armed with math showing the economics simply do not add up. Whether his timing was brilliant…
AMD has surged dramatically over the past year, and its AI ambitions stretch into trillion-dollar markets by 2030, but the model scoring it a hold at near fair value tells a more…
Wall Street now has an ETF dedicated to large language model builders, but its biggest holding is a social media company, a third of the fund sits in Hong Kong, and the…
Anthropic's IPO could reprice one of the most valuable private stakes in tech, and the company holding it also collects rent on every GPU Anthropic runs. The question is whether the market…
Tech earnings keep breaking records, strategists say positioning is neutral, and yet your retirement account may be far more concentrated in a handful of giant stocks than you realize. Finding out takes…
Microsoft holds a stake in OpenAI that no public market has ever priced, and one investor argues that gap between the stock and the business is exactly where the opportunity lives.
Alex Sirois 
