Apollo sees little AI payoff beyond big tech. TECHi finds Nvidia’s EPS estimate held steady while NVDA’s forward multiple ...

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

SpaceX's first quarterly profit was $4.4 billion as AI revenue overtook Starlink. TECHi decomposes the profit and the $19.6B ...

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 ...

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 ...

Tesla analysts forecast a $4.5 billion free-cash-flow deficit for Q3. Its October 21 earnings will show whether operations or ...

SpaceX reports Q3 results after the close on Oct. 20. TECHi sets out the Q2 bar, a bigger share count, a full quarter of bond ...

Nebius shares fell nearly 12% Friday. Its filings show why customer prepayments, cash flow and data-center spending matter more than the selloff alone.