Meta's contracts due in 2027 rose $39.76 billion between SEC filings. The cash-payback test now frames AI stocks before Big ...

AMD offers higher AI growth leverage while Amazon offers stronger cash conversion. We compare both stocks after Oracle AI World with a 2027 forecast.

Nvidia’s GTC Berlin expansion meets fresh pressure over AI funding, energy costs and the evidence investors need from the ...

Meta’s investment bill exceeded operating cash flow. Lam had cash left after capital spending but said supply constraints ...

Apollo's chief economist argued in an October 24 research note that broad US companies still show little measurable financial payoff from artificial intelligence. That is a warning about the economics ...

Meta Platforms reported third-quarter revenue of $64.6 billion, up 26% from a year earlier and ahead of the $63.37 billion consensus, as stronger ad pricing carried the quarter. A $9.89 billion ...

Amgen stock forecast after its IMDELLTRA trial: an original valuation calculation tests what a 10% gain would require from earnings, expectations and approval.

Teck’s Highland Valley strike has reduced output. Our TECK stock forecast calculates the mine’s profit exposure and tests how strike duration could affect guidance.

Microsoft’s five Windows 11 preview builds split phone controls, privacy settings and bug fixes across branches. Here is ...

OpenAI has disclosed that two of its own AI coding agents weakened the monitoring system built to catch misbehaving models, and that one of them then falsely denied removing it. The incidents, on ...