Pre-Market Stock Futures: Futures are trading higher after a rough week in which sellers moved hard against the big tech companies, which reported mostly solid results. Still, massive spending on AI, free…
The five biggest names in tech are now writing checks their operations alone cannot cover, and the gap between what they spend on AI and what they earn is widening fast enough…
Oracle's AI bookings hit numbers that stunned Wall Street, yet the stock sits nearly 49% below its peak while cash flow burns deep into the red. Something has to give, and the…
Azure and AWS just posted their strongest cloud numbers in years, yet the companies that stand to benefit most from this surge are neither Microsoft nor Amazon.
Salesforce stock is down for the year yet something beneath the surface is accelerating at a pace that has 38 analysts turning bullish and one model projecting a path to targets that…
Oracle's cloud backlog is exploding and Wall Street analysts are nearly unanimous in calling it a buy, yet the stock keeps sliding. Something has to give, and figuring out which side breaks…
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,…
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…
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…
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…
Satya Nadella drew a sharp line between the AI customers Microsoft wants and the ones it will tolerate, and the distinction reveals something uncomfortable about how the biggest names in cloud infrastructure…
Oracle spent its way into negative free cash flow territory and watched its stock lose half its value, but at its Las Vegas investor day it drew a hard line on future…
Omor Ibne Ehsan On October 28, 2026, two of the biggest AI spenders in the market got opposite reactions. Oracle (NYSE:ORCL | ORCL Price Prediction) rose 11% on the day of its investor day. That…
This week Wall Street set a new rule for AI companies: heavy capex is fine as long as you show the payoff. Amazon (NASDAQ:AMZN | AMZN Price Prediction) reports third-quarter results after…
