Paycom delivered Q3 results that met guidance but failed to inspire. Despite management's evangelizing about IWant AI and Beti's game-changing...

Google went from $143 to $300 in months after appearing in my April shopping list. The narrative shifted from 'Search...

Eric Seufert explains why ChatGPT's affiliate link strategy is wrong and personalized ads are essential. Plus: Meta's first real bear...

Last March, I was sitting in an air-conditioned food court in town, waiting for my old investments lecturer. When he...

PayPal CEO Alex Chriss laid out three specific challenges at Citi's FinTech Conference that sent the stock lower. But the...

Trade Desk delivered solid Q3 results with 22% growth ex-political, but the competitive landscape has fundamentally changed. While management dismisses...

Sir Chris Hohn holds stocks for 8 years when the market average is under one. His recent conversation reveals why...

Sea Limited delivered spectacular Q3 results—bookings up 51%, GMV up 28%, loan book up 70%. But the headline numbers mask...

After releasing Q3 earnings and announcing a ChatGPT partnership, PayPal's stock jumped 15%—then erased all gains in two days. The...

Meta delivered 26% revenue growth and 49% operating margins, yet the stock dropped 15%. Here's my complete analysis of their...

The sleeves were six inches too short. When John Arrillaga borrowed his teacher's jacket for his senior photo, he couldn't...

Alphabet's Q3 2025 validates the contrarian bet: $102.3B revenue (+16%), first $100B quarter ever. Search accelerated to 15% growth despite...