10:30am ET
Investing
3 Stocks to Buy Before the End of September
The biggest profits in AI infrastructure hide in three chokepoints that most investors walk right past, and two of them are priced as if the boom is already over.
MSFT Coverage Page 6
10:00am ET
Investing
Microsoft Stock Has Multiple Engines Driving Its Next Leg Higher
Azure is accelerating past 40% growth, Copilot seats are doubling quarter over quarter, and a commercial backlog approaching $700 billion sits waiting to convert. Whether those engines can actually lift Microsoft back…
9:00am ET
Investing
Salesforce Price Prediction: The Cheapest Way to Own AI Software
Salesforce trades at a fraction of what Microsoft and ServiceNow charge for AI growth, and that valuation gap is drawing serious attention. Whether it closes or widens depends on a bet most…
8:00am ET
Investing
We’re Bullish on Oracle With 51% Upside Despite Recent Selloff
Oracle shares have cratered 28% this year while its AI contract backlog swells to a staggering size, and the gap between that selloff and the underlying business momentum raises a question Wall…
7:00am ET
Investing
Microsoft is Edging Into Overvalued Territory Now
Azure is growing at 43% and Microsoft just closed at its highest price of the year, yet the cash flow math behind that rally raises a question the stock price has not…
Alex Sirois 6:11pm ET
ETF
Forget SPY: Invesco’s Fund Gives the Smallest S&P 500 Company the Same Say as the Largest
SPY hands most of your money to a handful of giants, but one rival fund treats the smallest S&P 500 company as an equal to the largest. The tradeoff is stranger than…
12:24pm ET
Investing
Here’s How Two of The Biggest Hyperscalers Have Best Monetized AI Capex So Far
Microsoft and Alphabet are both burning through record AI capex, but their strategies for turning that spending into profit look nothing alike, and only one of them is keeping cash flow positive…
10:31am ET
Investing
The Market Is Souring On Alphabet: I’m Buying What They’re Missing
Wall Street is spooked by Alphabet's ballooning capital expenditures and suspended buybacks, but one investor sees something in the numbers that the crowd keeps overlooking.
10:30am ET
Investing
Prediction: Google’s Next Chapter Could Be Worth Trillions More
Google Cloud is growing faster than AWS and Azure combined, yet the stock trades at a fraction of their valuations. Something in that gap either represents the biggest discount in mega-cap tech…
9:29am ET
Investing
I’m Buying Microsoft Exec’s Tactical Assertion That He Supports an AI Killswitch
When Microsoft's president called for an AI killswitch at the UN, most investors shrugged. The financials behind that statement tell a very different story about who benefits most from writing the rules…
8:30am ET
Investing
The $600 Billion AI Opportunity Behind Oracle, We See 51% Upside
Oracle just posted its strongest quarter in years, yet the stock sits near a 52-week low while a $664 billion backlog quietly builds pressure. Something has to give, and the direction it…
8:28am ET
Investing
Amazon’s AI Capex Is Paying Off and I’m Buying
Amazon is spending at a scale that makes most investors nervous, but the cash flow charts tell a story that has me adding to my position every quarter. Here is why I…
7:09am ET
Investing
IREN’s Yearlong Downward Trend Continues: A Prominent Wall Street Firm Says It Will Double and Then Some
IREN has shed 42% from its peak while rivals like TeraWulf and Cipher Mining kept their yearly gains, yet a prominent Wall Street analyst just slapped a $100 price target on the…
3:15pm ET
Investing
Why the Nasdaq Refuses to Break Even With Treasury Yields Above Five Percent
The ten-year Treasury yield just hit levels that should be crushing growth stocks, yet the Nasdaq-100 keeps refusing to fall. The reason comes down to six companies whose balance sheets are rewriting…
1:51pm ET
Investing
AI’s $10 Trillion Buildout Will Reach 3.6% of GDP. Who’s Going to Pay for It?
AI infrastructure spending is expected to total roughly $10 trillion and average about 3.6% of GDP a year through the early next decade, according to a piece on Fox Business’s The Bottom…
