Azure is accelerating, Copilot adoption is surging, and Microsoft's commercial backlog sits at $677 billion, yet the stock trails the S&P 500 by a wide margin. Something has to give, and the…
Institutions bailed on Alphabet after a capex report that looked like a cash bonfire, but one metric buried in the quarterly filing tells a completely different story about where this spending actually…
This week Wall Street set a new rule for AI companies: heavy capex is fine as long as you show the payoff. Amazon (NASDAQ:AMZN | AMZN Price Prediction) reports third-quarter results after…
Arista Networks (NYSE:ANET | ANET Price Prediction) is expected to report third-quarter results on November 3 after the close. Shares have fallen 9.8% over the past month. This report will show whether…
Alphabet (NASDAQ: GOOGL) | GOOGL Price Prediction just ended a 12-quarter run, and investors sold hard. Shares traded at $285.31 this morning, down 12.18% in the session. Business Insider reported that the…
Live Updates Microsoft Q1 Earnings Coverage Wrap-Up4:51pm ETThat wraps up our initial coverage of Microsoft’s Q1 results. Thank you for stopping by! Microsoft Full Q1 Earnings Breakdown4:46pm ET MSFT Microsoft Q1 FY2027…
Thomas Richmond A quiet 2026 for Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) puts extra weight on the Q3 2026 earnings report the company’s scheduled to release after the market closes today, October 28. Alphabet…
Seagate just raised its dividend and investors barely noticed, because something else about this stock has completely rewritten the math on how to value it.
Debt worries have swept through AI cloud stocks over the past month, and CoreWeave (NASDAQ:CRWV) has taken one of the heaviest hits, falling far below a level it held just weeks ago.…
Optics/photonics stocks are extending their rebound as more analysts argue that optics are a choke point in the AI expansion, yet Coherent (NYSE:COHR | COHR Price Prediction) is sitting out the move.…
Alphabet's cloud business is accelerating faster than any hyperscaler rival while the stock sits 21% below its 52-week high, and that disconnect between fundamentals and price is exactly where the bull case…
Chip equipment stocks are leading a third straight day of gains across semiconductors as SK Hynix‘s (NASDAQ:SKHY) view that the memory shortage lasts into 2030 points to years of fab building. Lam…
Microsoft's revenue surged nearly 18% last year while its stock sat almost perfectly flat, and that disconnect between earnings momentum and share price tells a story most investors are missing ahead of…
Wall Street's consensus target sits below where Apple already trades, yet our model sees a very different number ahead of the November earnings report. Here is why the Street may have badly…
UBS is calling out Wall Street for sleeping on how profitable AWS can get, and Amazon's October 29 earnings report will either validate that contrarian view or expose a cloud giant running…
