Microsoft holds more cash than most countries, yet it just lined up to borrow from bond markets for the first time in nearly a decade. The reason reveals something uncomfortable about what…
Satya Nadella described a business model he called no business at all, named no company, and watched a handful of AI cloud stocks drop after hours. The comment may have been positioning,…
Alphabet just reported a quarter where it spent more cash than it earned, while simultaneously revealing nearly a trillion dollars in future purchase commitments. The math behind its AI ambitions is starting…
Before Microsoft reported a single number this quarter, the decision was already made. Here is the thesis that keeps the buy button active even as capital spending doubles and cash reserves shrink.
Wall Street’s new AI test just tripped up Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction). The same test comes tonight after the close for Amazon (NASDAQ:AMZN). This week’s rule is simple: spend big…
Alphabet's free cash flow just went negative for the second quarter in a row as AI spending spirals past what the business generates, leaving income investors to wonder what gets cut next.
A global memory shortage is doing something no software competitor has managed: shrinking Microsoft's Windows business faster with each passing quarter, and the damage is spreading beyond PC makers into the data…
A foundry setback and a rough night for Big Tech earnings are piling pressure on Intel (NASDAQ:INTC | INTC Price Prediction) hours before its own quarterly report. Intel stock is at $92.04,…
Caution is building around Amazon (NASDAQ:AMZN | AMZN Price Prediction) ahead of its upcoming third-quarter report, as a steep selloff in a fellow tech giant raises the bar for Amazon Web Services…
IBM shares have dropped sharply in 2026 while the dividend kept climbing, but a closer look at the debt loading up the balance sheet raises a real question about how long that…
Two of the biggest buyers of AI computing power spent less on capital projects last quarter than Wall Street expected, and the AI cloud stocks that supply that expansion are falling. Fastly…
Azure just crossed $100 billion in annual revenue and Microsoft's AI seats are multiplying fast, but the stock has gained barely 2% over the past year. A projection model now puts five-year…
Vandita Jadeja Artificial intelligence has become Wall Street’s biggest growth story, with technology companies pouring hundreds of billions of dollars into chips, data centers, and computing power. Investors have largely accepted that spending as…
The AI buildout is now costing Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) real cash, and a rival’s quarter just showed it doesn’t have to. Alphabet stock is at $288 in morning trading,…
Google Cloud's profit roughly tripled and revenue hit record highs, yet Alphabet shareholders watched hundreds of billions in paper value vanish after hours. One number buried in the earnings report explains why…
