Alphabet Just Tied Amazon’s $200 Billion Capex Guidance. Could Amazon Raise the Bar Even Higher on July 30?
Key Points Alphabet had a great earnings report and increased its capex budget for 2026, but the stock fell. Investors ...
How to Get Ahead of the Next AI Megadeal
Let’s talk about this incredible shift we’re seeing in private-company valuations in recent years… Listen to the audio version of ...
SiTime is Riding the Shift to AI Timing and Smarter Networks
SiTime SITM is turning a once-quiet hardware category into a more visible AI infrastructure story. Precision timing is becoming more ...
Why ARM’s AI Opportunity Could Extend Beyond Market Hype
While investor enthusiasm surrounding artificial intelligence has pushed valuations across the semiconductor sector higher, Arm Holdings’ ARM long-term opportunity is ...
1 Number Every Investor Needs to Look For When Nvidia, Alphabet, and Amazon Report Earnings, Whether You Own the Stocks or Not
Key Points Nvidia, Alphabet, and Amazon all saw phenomenal income growth last quarter. A large portion of that income growth ...
Crypto Market Update: Bitcoin Miners Jump on AI Infrastructure Deals
Get the latest insights on Bitcoin, Ether and altcoins, along with a round-up of key cryptocurrencymarket news Here’s a quick ...
Mega IPOs Like SpaceX Reshape Major Index Funds and ETFs
Key Points In June, the initial public offering (IPO) of Space Exploration Technologies (NASDAQ: SPCX) turned what seemed like a ...
Fox Buys Roku, and Now Comcast Is Spinning Off NBCUniversal. Does Netflix Need to Make a Big Move This Summer?
Key Points Netflix bid $82.7 billion for Warner Bros. Discovery but walked away when Paramount Skydance offered $111 billion. The ...
BAFN vs. CLST: Which Community Bank Stock is the Better Buy?
U.S. community banks continue to operate in a resilient yet cautious environment, supported by steady loan demand across commercial, consumer, ...
GM’s 16th Straight Earnings Beat: Is the Stock a Buy After Q2 Results?
General Motors GM delivered another strong quarter, posting its 16th consecutive earnings beat in the second quarter of 2026. Adjusted ...
