GOOGL News and Press, Alphabet Inc. From 05/09/24

2024-05-09 13:28:39 ET Summary Orsted presented a solid Q1 2024 quarterly report. Pipeline of offshore wind projects is large (7.6 GW under construction) and the 2030 goal is 20-22 GW. Huge opportunities with global goals for trebling renewables by 2030. Concrete opportunities...

2024-05-09 12:55:00 ET Summary Our biggest position is Alphabet, the holding company for Google. It is currently about 12 percent of funds under management. We have trimmed it many times - and it is now merely a large position. We continued to hold Google stock because we did ...

2024-05-09 12:01:08 ET More on CrowdStrike, Alphabet, etc. Google: The Recent Surge Is Far From Over Google: Plenty Of Upside Left Google: Strong Earnings And Dividend-Fueled Bull Run Clear The Path To $200 And Beyond HubSpot gains amid report talks with Alph...

2024-05-09 12:00:00 ET Summary Bronte Capital is an Australian-licensed and USA SEC-registered Global Fund Manager and focuses on generating alpha from both its long and short portfolio in a unique, uncorrelated and sustainable manner. In April the fund was flat (0.00%) vs. -2.79%...

2024-05-09 09:06:53 ET More on DoubleVerify DoubleVerify Holdings, Inc. (DV) Q1 2024 Earnings Call Transcript DoubleVerify Holdings, Inc. 2024 Q1 - Results - Earnings Call Presentation DoubleVerify Q4: Strong Value Proposition Enables Market Share Wins Double...

2024-05-09 08:46:09 ET More on Microsoft Microsoft: Bubble, Bubble Toil And Trouble Microsoft's Cloud And AI Businesses Continue To Impress, But It Remains A Hold Microsoft: Copilot And Cloud To Deliver Next Leg Of Growth ServiceNow collabs with IBM, Microsof...

2024-05-09 08:30:00 ET Summary I had predicted that the AI FOMO surge would reach Google soon. The recent explosive surge in GOOGL stock played out as I had anticipated. The market finally realized that Google's tech stack allows it to monetize AI at scale. Google's abilit...

2024-05-09 07:22:03 ET More on HubSpot HubSpot, Inc. (HUBS) Q1 2024 Earnings Call Transcript HubSpot: Don't Expect Further Upside From Google's Offer HubSpot's Valuation Is Still Not Justified, Although Fundamentals Are Strong Hubspot's Q1 2024 financial resu...

2024-05-09 05:25:00 ET The clock is ticking on a TikTok ban. Last month, President Joe Biden signed a bill that would ban video-sharing social media app TikTok if its Chinese parent company, ByteDance, doesn't sell it within 270 days (with a possible additional three months if a sale is in ...

2024-05-08 23:00:50 ET Summary William von Mueffling's 13F portfolio value increased by approximately 6% to $15.90B in Q1 2024. The top five positions in the portfolio are Broadcom, S&P Global, Alphabet, Applied Materials, and Visa. New stakes were established in Yum Brand...