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big tech earnings: how amazon, alphabet, & microsoft are competing in the cloud
Microsoft (MSFT), Alphabet (GOOG, GOOGL), and Amazon (AMZN) are all competing in the cloud. But how do they stack up?...
November 3, 2023, 11:08 pm
Microsoft, meta, and alphabet struggle to limit ai's demand for water
big tech's consumption of water at its data centers is already massive, but artificial intelligence mak...
November 3, 2023, 8:08 pm
big tech sell-off: will tesla be the next domino to fall?
Top Nasdaq stocks have undergone steep sell-offs. So far this year, Tesla's results have been worse than expected....
November 2, 2023, 9:03 am
Don't worry about an ai bubble. it hasn't been the key driver for tech, says deutsche bank
The stock market is looking chipper again as bond yields slide on hopes the Federal Reserve is done raising interest rates. A well-received earnings r...
November 2, 2023, 6:43 am
How apple's thinking about ai spending and deployment differs from big tech rivals
Microsoft, Google, Meta and Amazon talk up their generative AI chatbots and large language models. Apple is mostly quiet, but it's made many AI acquis...
November 1, 2023, 10:53 am
Moat: history may not repeat itself
The VanEck Morningstar Wide Moat ETF (MOAT) has a very impressive historical track record. MOAT charges a reasonable fee compared to other active prod...
November 1, 2023, 9:00 am
Amd hyper-focused on ai outlook ahead of q3 earnings
AMD (AMD) will release third-quarter earnings after Tuesday's closing bell, with Wall Street hoping for positive results despite other mixed ...
October 31, 2023, 1:21 pm
Microsoft edged out its cloud computing competitors in q3
Q3 earnings continued to highlight big tech's 2023 comeback with Microsoft edging out its competitors w...
October 31, 2023, 11:28 am
Why artificial intelligence (ai) stocks meta platforms, amazon, and alphabet rallied monday morning
AI stocks have been at the forefront of the 2023 market rally. big tech companies are well positioned t...
October 30, 2023, 2:02 pm
Apple & amd: what to expect from q3 tech earnings this week
The S&P 500 (^GSPC) has seen 2.7% growth from third-quarter earnings tied to big tech stocks. Yahoo Fin...
October 30, 2023, 12:52 pm
big tech earnings have been strong, but apple is about to answer the thousand-dollar question
While the stock market reactions may not prove it, big tech is four-for-four so far this earnings repor...
October 29, 2023, 10:31 am
Bitcoin and gold prices set to outperform stocks in november —key indicators
Bitcoin (BTC) price continues to hold firm at the $34,000 support, while Gold (XAU) also cleared the $2,000 milestone on Friday. The S&P 500 is down 6...
October 29, 2023, 2:00 am
big tech earnings are in: what did we think?
If the market is ever going to reverse course it will be on the strength of big tech....
October 28, 2023, 11:30 am
Bitcoin’s 14% weekly gain signals ‘end of an era’ as big tech dumps, analyst says
Bitcoin’s [BTC] bullish momentum has spread to the broader crypto market this week as all crypto sectors booked gains, CoinDesk data shows.BTC Read ...
October 27, 2023, 7:14 pm
Tech earnings: amazon sees ai opportunity worth billions, plus microsoft, meta, and google recap
Google-parent Alphabet (GOOG, GOOGL) stock tumbled earlier this week after reporting slower-than-expected revenue growth for its cloud division. RBC C...
October 27, 2023, 2:04 pm
If timing is everything, get out of adobe (rating downgrade)
I have turned increasingly bearish about big tech names since early summer, and believe Adobe is due fo...
October 27, 2023, 1:22 pm
Hndl: avoid due to high fees and complexity
The Strategy Shares Nasdaq 7 Handl Index ETF is a highly complex ETF. HNDL has underperformed compared to low fee 60/40 strategies and active ETF asse...
October 26, 2023, 3:39 pm
S&p 500 (spx), dow jones (dji), nasdaq composite (ixic) daily technical outlook: big tech earnings sway wall street today
NASDAQ’s downward channel deepens; Dow Jones shows resilience above the $32893 support. The post S&P 500 (SPX), Dow Jones (DJI), Nasdaq Composite (I...
October 26, 2023, 1:57 pm
Futures slide as megacaps fall; eyes on economic data
Futures tracking Wall Street’s main stock indexes fell on Thursday, as megacap stocks eased due to elevated Treasury yields, while investors took st...
October 26, 2023, 1:05 pm
Microsoft: take your profits before they disappear (rating downgrade)
The October big tech selloff may soon sink Microsoft shares as well, especially if a recession begins b...
October 26, 2023, 12:57 pm