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…
MSFT Coverage Page 7
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…
11:30am ET
Investing
Microsoft’s AI Investment Could Pay Off for Years. Here’s My Price Target
Azure just crossed a milestone that most analysts dismissed as years away, and Microsoft's backlog tells a story the stock price has not caught up to yet.
9:30am ET
Investing
This Magnificent Seven Stock Could Reach a New All-Time High
AWS just posted its fastest growth in 18 quarters and CEO Andy Jassy is talking about a trillion-dollar revenue business, yet the stock sits well below where our model says it should…
11:59am ET
Investing
JPMorgan Predicts IREN Will Generate $24 Billion in Annual Revenue by 2030
A $24 Billion Forecast That Changes How IREN Looks $24 billion. That is how much annual revenue JPMorgan (NYSE:JPM | JPM Price Prediction) projects IREN (NASDAQ:IREN) will bring in by 2030. It…
11:58am ET
Investing
3 Elite Dividend Stocks Hiding in the Nasdaq-100
The Nasdaq-100 is famous for growth stocks that pay little to nothing, but a few of its members quietly back their dividends with some of the deepest free cash flow in the…
6:00pm ET
ETF
Goldman Sachs Outweighs Microsoft in This Popular Dow ETF, and Share Price Is the Only Reason
One number buried inside a popular Dow ETF quietly hands a smaller company more of your retirement dollars than a corporate giant worth more than ten times as much, and the reason…
1:00pm ET
Investing
If You Invest $10,000 in Microsoft Today, Here’s What It Could Be Worth by 2030
Azure just crossed a milestone that reshapes how analysts think about Microsoft's ceiling, and the five-year math behind a modest stake today tells a story Wall Street's consensus target barely hints at.
Vandita Jadeja 12:30pm ET
Investing
Amazon Wouldn’t Be Doing What It’s Doing if AI Capex Was Going to Fail
Andy Jassy just committed roughly $200 billion in capital expenditures for 2026, and the logic behind that number reveals something most investors are missing about where AWS demand is actually coming from.
12:30pm ET
Investing
Apple Stock Outlook: Our Target Leaves Wall Street Behind
Wall Street has Apple pegged at one price target, but our proprietary model lands somewhere else entirely, and the gap between the two tells a story about where this stock may be…
12:02pm ET
Investing
Microsoft Climbs 4% as Oppenheimer Lifts Target to $570 on Copilot Enterprise Pivot; Alphabet Ticks Up
Oppenheimer just raised its Microsoft target and investors are cheering, but the company's dramatic Copilot overhaul trades predictable subscription revenue for a usage meter that rises and falls with customer behavior. Whether…
9:16am ET
Investing
Oracle’s Collapse–$200 Billion In Data Center Shut Downs
Oracle (NYSE: ORCL | ORCL Price Prediction) is in trouble. Its Project Jupiter in New Mexico has been delayed, in part, by local resistance. It has begun to take legal action to…
9:10am ET
Investing
Chevron or IBM: One of These Dividends Costs $17 Billion a Year to Protect
Chevron posted record production while IBM leaned on software to survive a mainframe slump, but the real battle between these two dividend stalwarts plays out in how much cash each company burns…
