Alphabet's Search dominance built the empire, but a fast-moving segment now dwarfs it in growth rate and commands a backlog larger than the company's entire annual revenue. Here is what that shift…
Regulators keep throwing billion-dollar fines at Alphabet and the company barely notices, which raises a more interesting question about how you value a business that outgrows its own penalties every few weeks.
Alex Sirois Oracle just delivered a blowout quarter and its shares cratered anyway, but a handful of Wall Street analysts are calling the selloff the opportunity of the year with a price target that…
Selling a parent's long-held stock to cover nursing home bills can trigger a massive capital gains tax bill, or almost no tax at all, and the difference comes down to one detail…
David Beren Chevron just posted its strongest downstream quarter in years while quietly signing a power deal with Microsoft that management calls a repeatable model independent of oil prices. The question is whether Wall…
Federal agencies can sign contracts for Microsoft's new AI government tier starting October 1, but key features may not arrive until later. Whether that gap kills the deal before it starts reveals…
Omor Ibne Ehsan Every bear who called Google Search a dead business walking has watched the revenue numbers move in the opposite direction, and the reasons behind that gap explain why one investor keeps buying…
Alex Sirois Nvidia is letting a rival chipmaker plug directly into its own racks, and the move only looks like a concession until you follow the money through every layer of the data center.
One Magnificent Seven stock is growing its cloud business faster than any rival while trading at a fraction of their valuations, and the gap between where it sits today and where the…
Vandita Jadeja Alphabet trades at a multiple that would make sense for a company with no growth story, yet its Cloud backlog just hit half a trillion dollars. Something in that math is badly…
Vandita Jadeja Elon Musk and Jim Cramer landed on the same suspicion about AI doom warnings within hours of each other, but the reasons behind their shared skepticism put them on a collision course…
AI capital spending has become the single most important tell for where cloud demand is heading. When a hyperscaler doubles capex, it is contracting land, power, GPUs, and years of customer commitments…
Microsoft and Alphabet both posted monster cloud quarters and both are spending at a pace that would have seemed reckless two years ago, but only one of them is funding the buildout…
The Marketplace Morning Report episode titled “More pain at the pump to come” closed on September 14 with an ad from McDonald’s (NYSE:MCD | MCD Price Prediction) pitching a Big Mac meal…
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) unveiled a draft code of conduct for its in-house artificial intelligence today, and the executive running the effort framed it in unusually blunt terms. Microsoft AI…
Rich Duprey 
