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…
Azure just crossed $100 billion in annual revenue and Microsoft's commercial backlog dwarfs what most investors track, yet the stock's biggest risk has nothing to do with AI demand fading.
Satya Nadella pitched an AI killswitch as a safety measure, but the real beneficiary of that idea may surprise you. Here is why one investor keeps adding to his Microsoft position every…
When a CNBC anchor made the case for American AI dominance on a comedy show, she got the national security argument exactly right and the investment argument exactly backwards. Here is what…
Citi's strategist set a bold year-end price target for the S&P 500, but the math only works if a beaten-down slice of the market stops bleeding while Treasury yields are still climbing…
Apple just crossed a threshold no company has reached before, but the real debate is whether its loftiest valuation yet rests on a foundation strong enough to hold as margins compress and…
Oil prices crashed 14% last year, yet three energy giants kept raising their dividends anyway. The integrated business model behind that trick also explains why analysts see one of them as the…
Chevron just posted one of its strongest runs in years, yet patient investors who held through every oil crash and geopolitical shock may be surprised by where they actually stand against the…
Palantir has beaten earnings estimates nine times running, and its stock has surged 24% in a single month, but that kind of momentum cuts both ways when the next report lands on…
Not every fat dividend survives long enough to matter, and the gap between a yield that compounds your wealth and one that quietly drains it comes down to a handful of signals…
AMD just posted record Data Center revenue and claims its Helios racks deliver cheaper tokens than anything NVIDIA sells. Whether that disrupts the world's most dominant AI platform or just keeps hyperscalers…
Jamie Dimon says dangerous forces are shifting beneath a seemingly calm surface, and the stock market tells a strikingly similar story. The index near record highs conceals a hidden collapse spreading quietly…
The S&P 500 sits near record highs, but that headline number may be hiding a very different reality for the stocks most Americans actually own, and the timing could not be more…
