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Barclays raised its year-end 2026 S&P 500 target to 7,950 from 7,800, boosting EPS forecasts following resilient corporate earnings. Strategists emphasized solid Big Tech performance, driven by Alpha…
The Magnificent Seven generate roughly $2.3 billion daily in operating profits, led by Nvidia's $541 million per day. While cloud giants Microsoft, Alphabet, and Amazon show strong run rates, perform…
Barclays raised its year-end S&P 500 target to 7,950 from 7,800, citing strong Big Tech earnings and booming AI-related cloud spending. The bank also upgraded multi-year earnings forecasts, highlight…
Hyperscalers have spent $1.1 trillion on AI capex over five years, with another $5.3 trillion projected through 2030. S&P Global warns that investment intensity now exceeds dot-com era peaks, squeezi…
Apple delivered robust quarterly revenue driven by strong iPhone sales and record high-margin Services growth. With active devices surpassing 2.5 billion, a planned leadership transition to John Tern…
BlackRock highlights that AI remains in an early build-out stage, with Amazon, Alphabet, and Microsoft committing nearly $600 billion in combined capex. Hyperscalers report customer demand still exce…
Apple shares surged as the stock emerges as a safe-haven hedge against broader tech and AI volatility. Driven by restrained AI capital expenditures, record quarterly earnings, and heavy bullish optio…
Big Tech companies like Apple and Nvidia continue to outperform traditional sectors due to superior profit margins and AI-driven growth. Despite lower top-line revenue compared to traditional retail …
Big Tech AI performance is diverging as Nvidia and Amazon post strong gains while Alphabet falls 15% on heavy infrastructure spending and AI talent concerns. Investors are increasingly discriminating…
Apple stock is outperforming Big Tech peers as investors favor its conservative AI spending over rivals' heavy capital expenditures. Its restrained infrastructure approach positions the stock as a co…
Analyst estimates suggest Microsoft could lead Big Tech in free cash flow by 2027, reaching $46.2B, while Alphabet, Meta, and Amazon face FCF pressure from AI infrastructure spending. Estimates remai…
Baron Opportunity Fund increased its Alphabet stake, citing strong Q1 results, accelerating Google Cloud growth, expanding Gemini usage, and unmatched AI vertical integration bolstering long-term sha…
Author compares AWS, Azure, and Google Cloud earnings, favoring Amazon and Alphabet as better long-term buys due to accelerating growth, while questioning Microsoft's cloud momentum despite its stron…
S&P 500 Q2 earnings surged 50% YoY, the highest since 2021, with 86% of firms beating EPS estimates. Amazon posted a $53.4B gain from its Anthropic investment, highlighting AI-driven corporate resili…
Meta's Q2 EPS missed by 14% and free cash flow collapsed 91% due to soaring AI capex and one-time charges, sending shares down nearly 12%. Despite this, 55 of 62 analysts maintain Buy ratings with ta…
BofA warns hyperscaler capex could hit $1.2T by 2027, turning aggregate free cash flow negative through 2028. Alphabet's FCF went negative for first time since 2004; Amazon also negative. Strong clou…
Alphabet's record $112B net income is mostly unrealized SpaceX gains; Amazon's similarly inflated by Anthropic stake. NVIDIA's $58B is pure cash-generating revenue, making it the cleanest profit stor…
July saw mixed markets: Dow gained, Nasdaq fell 3.6% on semiconductor rout (worst since 2008) and surging Treasury yields. Oil jumped 27.8% on Hormuz tensions. AMZN/MSFT rallied on strong cloud earni…
Investors are growing wary of massive AI capex from hyperscalers. GOOGL fell after raising guidance despite strong cloud growth. Eisman warns any capex cuts could crash markets, especially hitting NV…
Fed held rates but three dissents sought a hike, pushing 30-year yields to 19-year highs. Oil jumped 8% on US-Iran strikes. Meta fell 7% on AI cash-flow worries; Microsoft surged 8% on cloud strength…