News
Headlines tagged to companies in the stack. Each links to the original article; this site stores headlines and short summaries only.
Showing headlines before Nov 1, 03:30 ET. Back to the newest
- Tesla’s Cybercab Costs “About $25,000” to Build. Waymo Has a Big Problem: It’s Cost Is Nearly 4X That
Key TakeawaysTesla’s Cybercab costs about $25,000 to produce, against upward of $100,000 for each of Alphabet’s Waymo vehicles, according to Prof G Markets’ Dan Chiolan. That gap lets Tesla put about four robotaxis on the road for the price of one of Waymo’s current cars, an edge…
- 3 Great Quality Stocks To Watch In November 2026
AI heavyweights are pouring an estimated $828b into chips, data centers and related infrastructure this year, and plenty of that spend will not earn its keep. When market mood swings on big capex stories, investors often pay more attention to companies that already show high retu…
- 3 Growth Stocks Facing A Fed Rate Test Including Microsoft Stock
Inflation now has a countdown clock. With the October US CPI print on Nov 10 set to land just weeks before the December Fed meeting, rate expectations could swing quickly, and so can large-cap growth stocks that depend heavily on long-term cash flow assumptions. This piece explai…
- Apple's AI Strategy, Chip Downturn, Musk Mocks Mac Studio and More: This Week in Appleverse
Wall Street faces AI spending concerns, smartphone weakness and tech stock volatility as Apple and major technology companies make headlines.
- AI Cracks Fuel REIT Comeback
The Fed held rates steady following September's hike, with two dissenters favoring another increase. Check out the market update here.
- IREN And IRE: Demand Is Exploding, Yet Questions Remain
Strong compute demand and Microsoft partnership support IREN's long-term prospects. Check out IREN stock's near-term risks and why it is rated a Hold.
- FOMO Rally: Top 5 Stocks To Buy Ahead Of 2026 Midterms
AI and chip stocks are in focus as midterm election history points to a potential year-end rally. Discover 5 stocks positioned for growth.
- Anthropic Is “Reduplicating AWS” as It Rents Its Own Data Centers. Amazon Reports Thursday
Key TakeawaysAnthropic’s S-1, made public Oct. 26, says it now leases its own data centers and the AI chips inside them, alongside renting computing power from Amazon and Alphabet’s Google.
- Josh Brown: Meta Could Become “a Cash Spigot” That Makes Nvidia Look Expensive
Key TakeawaysOn Prof G Markets, Josh Brown said Anthropic could become “a cash spigot” priced to make Nvidia and Palantir look expensive. He listed Meta’s push into AI agents as one of its threats.
- Alphabet 3Q Earnings: Low Monetization On Legacy Search, Or Has Gemini Simply Taken Over?
Google earnings missed as Search growth slowed and AI monetization lagged. Click for more on GOOG stock.
- Why AI is boosting Meta's ad business while hurting Google search
The gap between Meta's ad revenue growth and Google's search expansion was the widest it's been since 2021 in the latest quarter.
- Wall Street Week Ahead
Wall Streetâs big week: midterm elections, October jobs report and key earnings from Apple, AMD and Uber.
- ETB: 8.5% Yield With Widest Discount In 15 Years
ETB fund offers high current income and potential capital appreciation at its widest discount in 15 years. Here's what investors need to know about the ETB fund.
- Cenergy Holdings And 2 Top Grid Stocks
Fears over an estimated US$828b AI infrastructure spending spree recently helped erase about US$1t in market value, yet the power behind those data centers still has to come from somewhere. Every new server hall and fast charger needs heavier duty wiring, transformers and grid up…
- ‘We Have About Four Years:’ Raoul Pal Warns Investors to Get Ready Before AI Changes How Markets Work
Pal says investors have four years to prepare for AI-driven market changes, as AI agents intensify competition and reshape wealth creation.
- AMZN Q3 deep dive: cloud surge and AI investments drive mixed market reception
Cloud computing and online retail behemoth Amazon (NASDAQ:AMZN) met Wall Street’s revenue expectations in Q3 2026, with sales up 12.1% year on year to $201.9 billion. The company expects next quarter’s revenue to be around $243.5 billion, close to analysts’ estimates. Its non-GAA…
- 2 Unstoppable Growth Stocks I'd Buy With $1,000 and Hold for a Decade
Neither company designs AI chips, but both get paid when AI chips are built, whoever designs them.
- Digital Realty Trust (DLR) Stock Faces Q3 Earnings Valuation Reckoning
Digital Realty Trust came into this Q3 2026 report with a rich 77.2x P/E and a stock that had risen over the past month, then the shares slipped 1.2% to about US$180 on the first trading day after results. That small pullback clashes with what the numbers actually show. Core fund…
- Lam Research (LRCX) Stock Looks Stretched As Its 312% Five Year Run Continues
Lam Research has seen its share price whipsaw in recent months, with a sharp pullback following a long multiyear climb. That raises a straightforward question for investors who care about fundamentals: Is the current valuation of the stock well supported by the cash flows the bus…
- Micron's Chinese Rival CXMT Just Grew Its Sales More Than Sevenfold. I'd Buy Micron Stock Now.
What does a sevenfold sales leap for a Chinese rival say about the memory maker's stock?
- AI investors rush to hedge against potential tech market downturn - WSJ
Investing.com -- Investors and technology executives are increasingly seeking protection against a potential artificial intelligence market downturn as concerns mount over the sustainability of trillions of dollars in AI-related investments, The Wall Street Journal reported Satur…
- Dow Jones Futures Loom After Stock Market Sell-Off; Apple, Palantir, Midterm Elections In Focus
Techs led another stock market sell-off. It's a time to be defensive. Apple, Palantir, jobs and midterm elections loom.
- Bloom Energy Trades at 140 Times Earnings. Here's the Growth Rate It Needs to Justify That.
Bloom Energy is growing into its valuation, and the most recent quarter marks an important turning point.
- Prediction: This Will Be Intel's Stock Price by Year-End 2027
Intel just started shipping chips on its most advanced manufacturing process yet, and the billions the U.S. government, Nvidia, and SoftBank bet on it last year suggest the comeback might be real.
- I Graded Microsoft's Latest Report on 3 Things. Here's My Verdict on the Stock.
Azure grew faster than management's own forecast. Is that enough to make the stock a buy around $530?
- Intel Erupts, And It's About Time
Intel (INTC) is down 35% since my last analysis, now trading near fair value but not yet a Buy.
- Microsoft (MSFT) Lands $25 Billion Bond Deal As AI Push Deepens
Microsoft (NasdaqGS:MSFT) completed a record US$25b multi-tranche bond sale, its first major issuance in nearly a decade. The company said proceeds will support long term funding for AI infrastructure and continued investment in its cloud platforms. Microsoft also expanded its AI…
- Anthropic's Frenemies Meta and Google Are Showing Cracks In the AI Trade. What That Tells Us About the Anthropic IPO.
This ETF demonstrates some of the issues with the complex interconnectedness of Anthropic and hyperscalers like Google and Meta. Here's what it means for the ANT IPO.
- Prediction: This Will Be Palantir's Stock Price by the End of 2027
What comes next for this data analytics giant?
- Andy Jassy Says West Is 'Very Hungry' For More Western Open Source AI Models as Amazon Adds China's Kimi and GLM to Bedrock
Amazon.com Inc. is expanding its Bedrock AI platform with China’s Kimi and GLM open models, while CEO Andy Jassy outlined ambitions for the service to eventually match Amazon’s massive EC2 cloud business. Amazon disclosed the additions during its third-quarter earnings...