The $514B Backlog vs. 3.6B Daily Users
Alphabet and Meta are both spending the most capital in their histories on AI. The asset that determines the winner is different for each.
August 19, 2026
Five Dividend Fortresses for an Uncertain Market
The macro backdrop right now is genuinely uncomfortable. The threat of recession has hung over the market for much of…
Rambus Just Got Cheaper. The Market Is Reading the Wrong Number.
A 20% post-earnings drop on record revenue is not a verdict on the business. It is a timing misread on the most important memory IP ramp of 2027.