GOOGL News and Press, Alphabet Inc. From 05/20/24

2024-05-20 11:17:12 ET More on Microsoft Eyes On Nvidia, Microsoft, Wayfair, IBM, And Meme Madness Microsoft: Market Leaders Never Come Cheap - Cloud/AI Remain Growth Drivers Microsoft: At The Forefront Of The AI Revolution Microsoft steps to plate to roll ou...

2024-05-20 09:09:35 ET "The spending on AI is unprecedented across the tech world, and this is just the first phase of the AI Revolution playing out with a major missing piece in this AI puzzle coming from Microsoft and Nadella this week at Build and Apple at WWDC next month," said Wedbush ...

2024-05-20 07:19:47 ET More on Alphabet Google: An Undeniable Leader In AI Baron Fund - Alphabet / Google: Unfairly In The GenAI Loser Bucket Google I/O 2024 Takeaway: Slow On Innovation, Strong On Distribution Google contends AI Overviews promotes more web t...

2024-05-20 06:46:13 ET Summary Baupost Group's 13F portfolio value decreased from $4.59B to $3.65B this quarter. The portfolio is heavily concentrated, with Liberty Global, Alphabet, Willis Towers Watson, Fidelity National Information Services, and Viasat accounting for ~67% of th...

2024-05-20 06:19:03 ET Summary Snowflake's stock has notably underperformed the broader U.S. market since November 2023 after my previous cautious thesis. In the last six quarters, there were four cases of after-earnings selloffs, and three of them resulted in double-digit-single-...

2024-05-19 20:00:00 ET Summary Google has rebounded after initial AI missteps, but it is no longer a deep discount at its current price. The biggest threat to Google is generative AI technology from OpenAI and Microsoft, which could replace valuable searches on Google. Google'...

2024-05-19 14:43:27 ET More on the markets SPY: Time To Be Contrarian And Underweight SPY ETF: Momentum Is In The Cards SPY: Get Ready For A Recessionary Bear Market The name Magnificent 7 needs to be retired - Goldman Watch SPY, QQQ inflows with Dow ...

2024-05-19 13:54:43 ET More on the markets SPY: Time To Be Contrarian And Underweight SPY ETF: Momentum Is In The Cards SPY: Get Ready For A Recessionary Bear Market Watch SPY, QQQ inflows with Dow rise to 40,000 sparking 'FOMU' - Goldman's Scott Rubner ...

2024-05-19 13:46:04 ET Summary I am upgrading the Vanguard S&P 500 ETF from hold to buy due to strong earnings numbers and impressive momentum. Utilities is the top-performing sector in the S&P 500 this year, followed by Energy and Communication Services, suggesting broad-...

2024-05-19 13:17:00 ET There are only seven companies in the world with a market capitalization of at least $1 trillion. Among these businesses, only Microsoft , Apple , Nvidia , and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) have reached an even more exclusive club...