Wall Street has a number on Amazon, and we think it's wrong. AWS is accelerating at its fastest pace in nearly five years, AI demand is outrunning supply, and our model tells…
The Hugging Face security incident hit two hyperscalers at the peak of their cloud momentum, and enterprise buyers are now forcing Microsoft and Amazon to answer uncomfortable questions about whether their AI…
While most investors flee the tech selloff, one mega cap keeps pulling more capital in the opposite direction, and the reasoning has nothing to do with hoping for a rebound.
Alex Sirois IBM has raised its dividend for three decades straight, but the latest increase fits on a penny. Before counting on that income to keep pace with rising costs, retirees should understand what…
Salesforce just unveiled Koa, its first homegrown AI model built for CRM reasoning, but a gap between launch and availability raises a pointed question: can a model nobody can buy yet actually…
Meta Platforms (NASDAQ:META | META Price Prediction) stock is up 23% over the past month and trades at $670.52, even after slipping 2% in Friday afternoon trading. The one-month move stands out…
David Moadel Oracle (NYSE:ORCL | ORCL Price Prediction) stock is falling in Friday afternoon trading while the rest of large-cap technology sits roughly flat, a split that puts the pressure squarely on Oracle’s own…
Shares of Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) are climbing in Friday morning trading while two mega-cap technology peers slip and the broad sector barely moves. Alphabet stock is up 3% to…
David Moadel Oracle's AI backlog is exploding while its stock has been cut nearly in half, and that contradiction is forcing a fundamental question about whether Wall Street has this completely backwards.
QQQ turned $100,000 into a million dollars faster than most retirement plans dare to model, but the math depends entirely on which decade you believe comes next.
Oracle just reported the loudest cloud quarter in enterprise software history, yet the stock keeps sliding. Here is why that disconnect may be the most asymmetric setup in the market right now.
Long-suffering Nokia shareholders finally got the CNBC blessing this week. On the September 16 Lightning Round of Mad Money, Jim Cramer told a caller asking about Nokia (NYSE:NOK | NOK Price Prediction)…
Markets have rewarded technology leadership for much of the past several years. The Nasdaq-100 has climbed on AI investment, resilient earnings from mega-cap growth companies, and investors’ willingness to pay for future…
Arm's CEO says order books are overflowing and demand has never been stronger, yet the company keeps missing its own targets. Whether that gap points to a broken supply chain or a…
Amazon's stock chart tells one story while the business underneath tells a completely different one, and the gap between those two narratives is exactly where the opportunity lives.
