A record September quarter from Apple (NASDAQ:AAPL | AAPL Price Prediction) is being undercut by a weaker margin outlook for the holidays, pulling the iPhone maker lower while the rest of mega-cap…
Bill Ackman is betting billions that Big Tech's ballooning data center budgets are a profit engine rather than a cash drain, but the math behind his conviction rests on assumptions that could…
Wall Street has drawn a sharp line between hyperscalers that fund AI expansion with their own cash and those that borrow or sell stock to pay for it, and the gap in…
Apple just posted its best fiscal year ever without a single dollar of AI-driven revenue, and even the skeptics admit the hardware cycle is holding up. But with rivals cashing in on…
Apple (NASDAQ:AAPL | AAPL Price Prediction) spent October in a quiet holding pattern while its two biggest AI rivals moved in opposite directions. Between earnings reports, Apple stock rose 3% in October.…
Chevron just blew past every analyst price target on the street after a blowout quarter fueled by record refining profits, but one model is flashing a sell signal with unusual conviction. Here…
Alphabet's worst single-day stock drop ever spooked the market, but one buried line in the earnings filing tells a completely different story about where the business actually stands.
Alphabet just shed half a trillion dollars in market value after a single earnings report, but the numbers driving that collapse tell a more complicated story than Wall Street's reaction suggests.
Wall Street is warming back up to the cloud story at Amazon (NASDAQ:AMZN | AMZN Price Prediction) after a rocky first reaction to its latest quarter. Amazon stock is at $251.77, up…
Microsoft keeps beating earnings estimates, yet its stock trades below where it stood a year ago. The reason why tells you something important about what the market is actually betting on right…
Artificial intelligence is producing real growth. The latest earnings releases show cloud revenue rose 103% at Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and 39% at Amazon (NASDAQ:AMZN). Businesses are buying computing power,…
Apple and Microsoft both crushed earnings estimates, but one is quietly pocketing far more of every dollar it earns while the other bets billions on infrastructure that has yet to pay off.…
When Microsoft announced its first major US bond sale in years, nervous investors saw red flags. I saw a company with $677 billion in signed contracts and not enough capacity to fill…
A fresh trip to the bond market has put the AI financing of Oracle (NYSE:ORCL | ORCL Price Prediction) back under the microscope. Oracle stock is at $125.43 in morning trading, down…
Although the Federal Reserve spent much of the past cycle easing, Wall Street is now bracing for a turn in the other direction. The central bank raised rates at its September meeting,…
