Microsoft Has Something Nvidia Doesn’t and Here’s Why it Matters
Nvidia gets the headlines, but Microsoft is quietly sitting on an asset that converts AI hype into locked-in revenue at a scale most investors haven't priced in yet.
Investing
All Investing Articles
Newest first · Page 430
AI’s Absurd Spending Boom? Hyperscalers Are Spending 102% of Cloud Revenue on Capex
The biggest cloud companies are now recycling almost every dollar of cloud revenue straight back into AI infrastructure, and UBS's latest projections reveal just how far this spending spiral could go before it peaks.
Adobe Stock Looks Cheap for a Reason. Here’s Why I’m Buying.
Adobe has lost nearly a quarter of its value over the past year while posting record revenue and tripling its AI earnings rate, and that contradiction points to either a serious structural problem or…
Alphabet, Meta, and Microsoft Are Hiding $3 Trillion in Debt On the AI Boom’s Hidden Ledger
Every major AI bull run has a number investors quietly agree to ignore, and the one hiding behind Microsoft, Alphabet, Meta, and their peers right now makes the reported balance sheets look like a…
Alphabet Could Own 7% of Marvell — But Here’s What Google Has to Do to Get It
Marvell is offering Google a potential 7% stake in the company, but there is a serious catch that changes everything about how this deal should be read.
Nvidia Stock Doesn’t Look as Expensive as You Think
Nvidia is growing revenue at 85% annually yet its valuation multiple tells a different story than most investors expect. Before writing off NVDA as overpriced, the forward PEG ratio raises a question worth sitting…
The Master of the Margin Call: How Ken Griffin Turned an AI Meltdown into a $4 Billion Masterclass
When a leveraged AI fund collapsed under the weight of its own semiconductor bets, Ken Griffin saw something most investors missed entirely. Understanding what he did next could change how you read every market…
Prediction: CoreWeave Stock Will Double on This Date
CoreWeave's stock swings 25% up and 15% down in the same month, which makes pinning a price target on it feel reckless. Here is why our analysts did it anyway, and the single metric…
Target Stock Has Been Crushed. Here’s Why I’m Not Giving Up on It.
Target shares spent years in freefall while rivals pulled ahead, and now a sudden reversal has investors divided on whether the turnaround is real or a one-quarter illusion built on numbers that may never…
How XRP Went From a Cycle Low to a Three-Month High in Four Days
Four catalysts hit XRP in rapid succession and sent it from a cycle low to a three-month high, but a wall of sellers is now sitting right at the current price and the September…
This CEO Owns 93% of His Company. He Just Raised the Dividend 25%
Ubiquiti just posted its biggest quarter ever and rewarded shareholders with a dividend hike, but the rally faded fast and the payout structure raises a question most investors have not stopped to ask.
This Stock Is Quietly Becoming an AI Powerhouse in 2026
Cisco just posted its fifth straight earnings beat and the stock has surged over 60% in a year, yet most investors still think of it as the old router company. The AI order numbers…
Arbor Realty, Icahn Enterprises and Herzfeld: 3 Unconventional High Yield Bets
Double-digit yields sound compelling until you read the fine print buried inside a stressed mortgage REIT, an activist's limited partnership, and a frontier closed-end fund. Each structure carries a very different set of risks…
Amazon Stock Is Historically Cheap. Is This a Once-in-a-Decade Buying Opportunity?
AWS is growing at its fastest pace in 18 quarters, advertising is booming, and Amazon's chips business is exploding, yet the stock trades at a multiple that makes it look like a sleepy retailer.…
D.E. Shaw Just Disclosed a $912 Million SpaceX Stake and a 58% Broadcom Cut in the Same Quarter
In a single quarterly filing, D.E. Shaw made a massive bet on a freshly minted space giant while slashing its position in one of the hottest AI chip stocks by more than half. What…