NOV (NYSE:NOV) Beats Q2 CY2026 Sales Expectations
NOV (NYSE:NOV) Beats Q2 CY2026 Sales Expectations Oilfield equipment manufacturer NOV (NYSE:NOV) reported Q2 CY2026 results topping the…
One number instantly explains why Apple’s investors are having a wildly different year than Oracle’s
It’s amazing how the free cash flow line has meant wildly different things for Apple (AAPL) and Oracle…
Alphabet Spent $45 Billion on Artificial Intelligence Last Quarter, and It Already Plans to Spend $811 Billion More
Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) has some investors worried about how much it’s spending on artificial intelligence (AI).…
ArcelorMittal (ENXTAM:MT) Stock May Be 26% Undervalued On Cash Flow Strength
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Oracle Cut 21,000 Jobs as Big Tech’s $600B AI Buildout Grinds On
Image: Flickr – Not Quite a Photographr Big Tech’s infrastructure buildout has a price tag that goes beyond…
Newmont Corp (NEM) Q2 2026 Earnings Call Highlights: Record Free Cash Flow and Strategic …
This article first appeared on GuruFocus. Gold Production: 1.3 million ounces. Copper Production: 17,000 tonnes. Silver Production: 7…
Rockefeller CIO Warns: Big Tech’s $650B AI Buildout May Be Hiding a Massive Overbuild
Quick Read Microsoft targets $190B and Amazon $200B in 2026 AI CapEx, with Amazon’s free cash flow already…
Alphabet Shares in Correction Territory as Investors Question Returns on AI Build-Out
Quick Read GOOGL has fallen 13% from May highs as investors question whether returns can justify $185 billion…
Oracle’s Credit Risk Nears an 18-Year High: Can AI Backlog Save Stock?
Credit rating agencies have grown increasingly cautious on Oracle ORCL as the company’s aggressive artificial intelligence buildout strains…
Zscaler (ZS) Stock Could Be 33% Undervalued As Cyber Threat Alerts Lift Interest
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I Keep Buying Amazon Before This Inflection Point Skyrockets Prices
Quick Read AWS grew 28% to $38B in Q1, and a 2027 free cash flow inflection should start…
AMD vs. Broadcom: The Better AI-Chip Stock to Buy After the Sell-Off
A brutal week for chip stocks ended with the PHLX Semiconductor Index in a bear market, down more…