A Q3 2026 beat, a raised outlook and a major grid acquisition weren’t enough to lift GE Vernova (NYSE:GEV | GEV Price Prediction), even as a fellow power-infrastructure name rises on its…
Azure just crossed $100 billion in annual revenue and Microsoft's signed backlog hit $678 billion, yet the real question is whether those numbers translate into gains for ordinary investors holding through 2030.
Vandita Jadeja Memory and hard drive stocks are splitting, with chipmakers rallying behind a South Korean supplier’s record quarter while a hard drive maker slips despite a strong report of its own. Shares of…
Deutsche Bank's top macro researcher flagged a single date on the calendar as the market's historical autumn floor, and stocks moved exactly as the pattern predicted. Whether the Fed, oil above $113,…
Customers are signing contracts with Microsoft faster than the company can build data centers to serve them, and the backlog number that results may be the most important figure most investors have…
Artificial intelligence has become Wall Street’s favorite investment theme, helping push stocks to record highs while raising concerns about how long the boom can last. For retirees, the stakes are especially high.…
With the Fed rate decision dropping at 2:30 PM and Alphabet and Microsoft reporting before the bell, Wednesday's analyst calls on Enphase, Spotify, Whirlpool, and a newly public Rangers franchise land at…
Seagate just posted record earnings and guided well above Wall Street expectations, yet the stock cratered anyway. One analyst sees a path to 140% gains from here, but the market is sending…
Microsoft and Oracle are chasing the same AI opportunity with nearly identical backlogs, yet their stocks have moved in opposite directions. The reason comes down to how each company is paying for…
Goldman Sachs just flagged the largest tech sell-off ever recorded in its prime brokerage book, and a 63-year-old with three 401(k) funds may be carrying far more of that risk than she…
Anthropic’s S-1 mentions AI could affect jobs in the technology, finance, law, and consulting sectors. Last year, CEO Dario Amodei said unemployment in the US could be affected enough that the national…
Microsoft's dividend yield barely registers, yet the company writes one of the largest dividend checks in corporate history every single year. The number most income investors never look at tells a completely…
Chris Lange Meta just handed investors a legal charge, negative free cash flow, and a brand-new share class designed for raising capital, all in one earnings report. Whether that combination signals a buying opportunity…
Rival AI chip architectures are headed for one shared cloud at Oracle (NYSE:ORCL | ORCL Price Prediction), and Wall Street is adopting the plan. Oracle stock is at $132.28, up 5% in…
Alphabet just doubled its capital spending while suspending buybacks, yet its AI flywheel connecting YouTube and Search keeps accelerating in ways most investors have not fully priced in.
