Microsoft just offered buyouts to roughly a quarter of its entire workforce, and the announcement never once mentions AI or cost cutting. The real reason hiding in the spending figures tells a…
The All-In hosts spotted numbers in Anthropic's Investor Day presentation that raised serious questions, and the valuation multiple they flagged would demand a lot from buyers who show up on day one.…
Chris Lange Alphabet shares sit roughly 21% below their 52-week high even as Google Cloud posts explosive growth and its backlog swells to half a trillion dollars. Whether that gap represents a rare buying…
Anthropic filed publicly for its IPO on Oct. 26, 2026, and Election Day comes on Nov. 3. Michael Pearce, chief U.S. economist at Oxford Economics, says the biggest risk to the AI…
Neocloud stocks drew attention Monday after Elon Musk said more than 200 of them face “guppy-level death and consolidation,” according to CNBC. Nebius Group (NASDAQ:NBIS | NBIS Price Prediction) traded at $158.73…
A leadership handoff, a supply-constrained iPhone, and an AI rollout colliding at once: Apple is navigating more moving parts than it has in years, and where the stock lands depends on which…
There are a couple of ways to look at it, but the picture is about the same. MarketBeat shows that 54 of the 55 analysts who cover Nvidia (NASDAQ: NVDA | NVDA…
Wall Street fears AI will destroy Adobe, and that panic has sliced nearly 25% off the stock this year. But the company's own financials tell a completely different story about who actually…
Oracle just posted its strongest cloud growth in years, yet the stock sits near a 52-week low while Wall Street debates whether the debt-fueled AI buildout is a trap or a once-in-a-decade…
Three separate revenue engines, a dividend that keeps climbing, and a capex bill that would sink most companies. Here is why one investor keeps adding to Microsoft every quarter anyway.
Both Microsoft and Oracle ended their latest quarter with a record backlog within striking distance of each other, but the financial machinery behind those matching numbers points to two very different bets…
Chevron (NYSE:CVX | CVX Price Prediction) reports third-quarter results on Oct. 30, and the stock is up 57.27% year to date. Analysts see a steep earnings rebound from a weak year-ago quarter.…
Pre-Market Stock Futures: Futures are trading higher as we head into a new week that will finish out October, with traders trying to rally stocks after last week’s losing effort. With Halloween…
Billions in AI spending promise to transform home care with smarter scheduling and faster assessments, but a widow recovering from a fall could still face an unexpected bill if she assumes the…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) reports fiscal first-quarter results on Wednesday, October 28, after the close. Management guided quarterly capital spending above $50 billion, so this report will show whether Azure…
Rich Duprey 
