Every quarter Wall Street warns that Alphabet's AI spending will finally crack the business, and every quarter the company hands back a receipt that says otherwise. Here is why one investor keeps…
Alex Sirois SCHG markets itself as a diversified large-cap growth fund, but a closer look at its holdings reveals a much narrower bet, and that structural quirk may explain why growth investors keep watching…
Omor Ibne Ehsan A federal judge confirmed Google runs an illegal monopoly in ad tech, then refused to break it up anyway. What that contradiction means for Alphabet investors depends entirely on what comes next.
AWS just posted its fastest growth in 18 quarters, yet the most compelling reason to keep buying Amazon stock has nothing to do with last quarter's numbers at all.
Washington just handed a 100-year lease on tens of billions of barrels of Venezuelan oil to a private company nobody has heard of, while Chevron quietly hit a 52-week high on a…
Microsoft just pulled Azure out from behind years of bundled reporting, and what the numbers reveal about its real competition changes the entire investment thesis for MSFT shareholders.
Microsoft and Meta just locked in nuclear power for decades, and the contracts are reshaping how the entire supply chain gets valued. Three very different companies sit between those deals and your…
Every payday I hit buy on Alphabet, and the valuation signal I keep seeing in a business this size is the kind of setup that makes me wonder why the crowd is…
Alex Sirois Jim Cramer called the September market open unholy, rattled off geopolitical chaos, and then named exactly one stock worth buying above $200. Whether the fundamentals behind that call survive the noise is…
Someone just walked away from $36 million in Microsoft call spreads that still had over a year to pay off, and the question is whether that exit reveals doubt about where the…
Microsoft just staged one of its sharpest recoveries in years, but a single unanswered question about its $115.9 billion spending spree will decide whether that momentum holds or collapses under its own…
Sundar Pichai promised a flagship AI model in June, prediction markets already declared it dead by August, and Google just shipped something else entirely. What that substitution reveals about DeepMind's internal chaos…
AWS just posted its fastest growth in 18 quarters while Amazon burns through billions in capex, and that tension is exactly what makes the next 12 months so pivotal for shareholders.
John Ternus steps into the CEO role at Apple with the stock near a record high, but the hardware event eight days away demands something far harder than a good quarter: a…
Amazon's e-commerce empire quietly rivals some of the world's largest corporations, yet investors keep treating it as the boring half of the business. Understanding what each division is actually worth changes everything…
