Google Cloud grew 63% in the first quarter, well ahead of Microsoft Azure's 40% and AWS's 28%. Google Cloud's backlog nearly doubled in three months to over $460 billion.

The company is already generating billions of dollars thanks to the AI boom.

Nvidia's shareholders should be celebrating.

Amazon, CoreWeave, and Oracle can thrive with or without deals from OpenAI.

Allison Ellsworth, co-founder of prebiotic soda brand Poppi, has a story that should reset how operator-investors think about marketing spend. Sitting down one Friday night with wet hair after a shower, she filmed a single TikTok telling her own story. The script was simple: "Hi, I'm Allison. Poppi has 5 grams of sugar. And I... Poppi's Allison Ellsworth: 'We Did $100,000 While We Were Sleeping' From 1 TikTok Video

Nvidia (NASDAQ:NVDA | NVDA Price Prediction) led the first wave of AI enthusiasm with its powerful GPUs.

For nearly 60 years, investors have measured themselves against one benchmark: Warren Buffett.

AWS continues to show accelerated revenue growth.

Massive AI infrastructure spending is driving revenues and profits higher across multiple industries.

Amazon delivered a breakout Q1 2026, with AWS revenue up 28% and robust sequential improvements across all segments. I maintain a Strong Buy rating, emphasizing the underappreciated upside from AMZN's rapidly scaling custom AI silicon business, now at a $20B run rate with triple-digit growth. Trainium chip commitments exceed $225B, with the silicon business poised to reach an $80B+ annual run rate by Q1 2028, driving AWS and overall company growth.