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Amazon Just Handed Qualcomm a Slice of AWS’s AI Buildout

AWS is sitting on a $496 billion backlog and doubling its power capacity, and the pressure is now pulling a surprising new name into the AI silicon race alongside Broadcom. Whether that newcomer can…

Rich Duprey · 2 months ago

Verizon Just Locked In 80 Million Miles of Fiber Through 2032

Verizon just signed a supply agreement with Corning that runs through 2032, and the scale of the commitment reveals exactly how aggressively the carrier plans to rewire its growth around fiber and AI infrastructure.

Rich Duprey · 2 months ago

5 Monthly Dividend Stocks Built to Keep the Checks Coming

Monthly dividend stocks promise 12 paychecks a year, but some of those checks quietly shrink while others quietly grow. Five popular names reveal just how different a monthly payout can look once coverage and…

Chris Lange · 2 months ago

Bloom Energy is Fully Priced: Is a Re-rating Coming?

Bloom Energy has quadrupled in a year by becoming the default power solution for AI hyperscalers, but three blowout quarters later, the stock's next move hinges on whether that success is a launchpad or…

Alex Sirois · 2 months ago