Satya Nadella publicly asked for a way to stop his own AI products cold, and the reasoning behind that request has real consequences for whether Microsoft's massive spending bet pays off.
Omor Ibne Ehsan AWS is accelerating while spending $200 billion, and the math behind it either makes this the most confident buy of the decade or a very expensive lesson in timing.
Alphabet's cloud growth rate gets all the attention, but one number buried in the earnings report is why I keep adding shares every quarter and plan to keep doing it.
Jim Cramer declared chips a broken trade and software the new king of AI, but the numbers behind his argument depend entirely on where you start the clock. One hedge fund collapse,…
Azure is accelerating, the commercial backlog just hit a staggering new record, and Wall Street is nearly unanimous on the stock. So why does free cash flow keep shrinking, and what does…
A single retirement account holding VOO may carry far more exposure to one chipmaker than its owner ever intended, and the fund's own prospectus quietly warns about exactly this kind of concentration…
Alphabet's cloud backlog just hit half a trillion dollars and AI Mode crossed a billion users, yet the stock still trades at a fraction of where some models say it could land…
Azure demand is outpacing Microsoft's ability to supply it, Copilot seats are surging, and the backlog just hit a record, yet the stock has barely moved in a year. Here is what…
Vandita Jadeja Wall Street's consensus target sits below where Apple trades right now, yet nine straight quarters of earnings beats tell a completely different story. Something has to give, and the next catalyst may…
Oracle shares have shed half their value while the company quietly signed a backlog so large it dwarfs what most investors think the business is worth. Here is why the selloff looks…
While rivals burn billions rebuilding their balance sheets around AI infrastructure, Apple is quietly running a very different play, and nine straight earnings beats suggest it might be working better than anyone…
AI-related companies now control a share of the S&P 500 that rivals the most dangerous concentration episode in American financial history, and the last time anything came close, investors lost fortunes even…
Wall Street's analyst community has reached something close to a verdict on Amazon, and the bears are nowhere to be found. But the real question is whether AWS's $496 billion backlog and…
Oracle's AI data centers are running behind on pipelines and permits, so the company found an unusual workaround to keep construction on schedule and avoid penalties on hundreds of billions in signed…
Ray Dalio spoke at the Milken Institute Asia Summit on Oct. 8. He warned that strong corporate earnings have helped stocks hold up as interest rates rise, and that the edge stocks…
