Google stock keeps falling after 12% plunge on Q3 earnings miss
Google reported disappointing Q3 results after the bell Wednesday.
Cloud & Enterprise Software
News and earnings from cloud providers, SaaS companies, and enterprise tech platforms.
SpaceX Pivots to AI Infrastructure Giant
Nvidia has a stake in SpaceX that came from an unexpected place
Nvidia’s relationship with SpaceX runs deeper than most investors have noticed. The way that stake came together is worth understanding.
Adobe Investors Weigh AI Risks Against Cash Flow
Should You Buy Adobe Stock For Its Cash?
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AI Infrastructure Spending Fuels Tech Earnings Surge
Advanced Micro Devices And 2 Other AI Infrastructure Stocks To Own
AI is chewing through electricity and hardware budgets, and the Binance hack shows what happens when digital infrastructure fails at scale. Capital is moving toward the pipes, power and data fortresses that keep the whole system running. That shift puts the physical backbone of AI in the spotlight for investors who do not want to miss the next phase. This article highlights three stocks from our AI infrastructure screen that may warrant a closer look. The three examples covered below are only...
Eisman Questions Anthropic's Growth Efficiency
‘Big Short’ trader says Anthropic slowdown tests AI boom
Steve Eisman sees a warning in Anthropic’s numbers that could matter far beyond its coming IPO.
