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Ryan Vlastelica

Ryan Vlastelica

Fortune

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AI wins have Alphabet poised to become world’s biggest company

Google’s parent closed Friday with a market capitalization of $4.8 trillion. Nvidia was below that level on Tuesday, but a three-day rally into the...

10.05.2026 3

Fortune

Ryan Vlastelica

OpenAI goes from stock market savior to burden as AI risks mount

“There’s a growing sense that Alphabet has all the pieces to emerge as the dominant AI model builder.”

08.12.2025 10

Fortune

Ryan Vlastelica

Nvidia breakout puts $4 trillion market value within reach

Nvidia shares have rallied back to a record.

27.06.2025 10

Fortune

Ryan Vlastelica

Meta investors cheer as Zuckerberg doubles down on AI commitment

Elon Musk's ardent backers rushed in to buy the dip—with leverage.

17.06.2025 10

Fortune

Ryan Vlastelica

Amazon allure grows with shares now cheaper than Apple and Walmart

“You’d be hard pressed to look at Amazon’s multiple here and not see it as appealing," said Clayton Allison, portfolio manager at Prime Capital...

26.03.2025 10

Fortune

Ryan Vlastelica

Apple shares are losing haven allure as headwinds deter bulls

The Nasdaq 100 Index is down 7% in 2025, and Apple is responsible for nearly a fifth of that decline, according to data compiled by Bloomberg.

13.03.2025 10

Fortune

Ryan Vlastelica

Nvidia’s shaken aura of invincibility is set for an earnings test

"I'm not overly optimistic this will be the kind of report we’ve seen a lot from Nvidia ... That could lead to a massive selloff.”

27.02.2025 8

Fortune

Ryan Vlastelica

Microsoft cancels leases for AI data centers, analyst says

The move may reflect concerns about whether it’s building more AI computing than it will need over the long term, TD Cowen said in a report.

24.02.2025 8

Fortune

Ryan Vlastelica