Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) or Apple (NASDAQ:AAPL): which one better fits a retirement-focused portfolio right now? Alphabet has lost about $860 billion in market value since its peak. That is close to…
Two chip stocks are now carrying much of the S&P 500’s earnings season. The Kobeissi Letter says Micron Technology (NASDAQ:MU | MU Price Prediction) and NVIDIA (NASDAQ:NVDA) are expected to account for 36% of…
AWS just posted its fastest growth rate in 18 quarters, but a $200 billion capital spending plan and deeply negative free cash flow are raising serious questions about whether Amazon can actually afford its…
Power has become the scarcest input in the AI expansion, and money in the fuel cell group is flowing to the supplier most directly wired into data center demand. Bloom Energy (NYSE:BE) stock is…
SpaceX (NASDAQ:SPCX | SPCX Price Prediction) founder Elon Musk is known for big claims. On the company’s third-quarter call on October 20, 2026, he made a new one about a product SpaceX launched in…
Selling in U.S.-listed Chinese internet stocks is landing hardest on the group’s biggest artificial intelligence spender, even as American large caps edge higher. Alibaba Group (NYSE:BABA | BABA Price Prediction) shares are down 5%…
Shares of Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) are sliding even while the NASADQ 100 is up 1% on Wednesday morning. The market is digesting an unusual admission from Google’s chief executive: Google Cloud…
Three BDCs are flashing yields as high as 28%, but each one carries a hidden fault line that could wipe out income and principal in the same move. Before you chase the payout, find…
Tesla has shed more than a fifth of its value this year, yet Robotaxi miles are piling up and delivery records keep falling. Whether those tailwinds are enough to turn a $10,000 stake into…
Oracle's Larry Ellison quietly pledged shares in two of the world's most closely watched companies as collateral for loans tied to a media empire his son now controls at a steep loss. The full…
Every day, Washington spends about $5.5 billion more than it collects. Over fiscal 2026, which ended Sept. 30, the gap added up to a $1.992 trillion deficit. BigGo Finance reported that figure was up…
Ahead of its IPO, Anthropic has committed more than $600 billion to computing. That is more than the entire market value of Intel (NASDAQ:INTC | INTC Price Prediction), which stands at $484.7 billion. “Compute”…
Three companies just raised their dividends, but the one with the biggest increase is also carrying the thinnest cash cushion. Knowing which raise is actually the safest requires looking past the headline numbers.
Last night, Chief Financial Officer Bret Johnson told investors on the third-quarter call for SpaceX (NASDAQ:SPCX | SPCX Price Prediction) that “At current pricing, new compute deployments are generating a payback of less than…
Elon Musk, founder of SpaceX (NASDAQ:SPCX | SPCX Price Prediction), used the company’s third-quarter earnings call last night to describe how fast SpaceX is adding AI computing capacity. Chip stocks bounced in premarket trading.…
