GOOGL News and Press, Alphabet Inc. From 06/20/24

2024-06-20 14:00:00 ET Summary Alibaba is facing challenges due to deteriorating Sino-American relations and the CCP's control over the Chinese private sector. Alibaba is also losing ground to domestic competitors in the eCommerce market. Despite being undervalued, Alibaba is ...

2024-06-20 12:14:01 ET Summary On the surface, diversification appears to be well-understood and broadly accepted as good practice by the investment community. In practice, however, diversification is rarely taken seriously, even by professional investors. Investor psychology work...

2024-06-20 10:16:12 ET More on Amazon and Alphabet Alphabet: How It Thrives In A Generative AI World Amazon: Why I'm Bullish But Uncomfortable Buying Now Amazon Remains Undervalued Despite Strong Growth Prospects Amazon to invest €10 billion to strengt...

2024-06-20 09:13:34 ET Summary Alphabet may finally be getting the AI love it deserves, with strong growth in online advertising and cloud services. Disruption to search may impact adoption among younger generations, but the company may be able to further monetize existing users. ...

2024-06-20 07:40:36 ET More on Apple, Microsoft and Nvidia Nvidia: The Paper Gains Need To Be Converted To Cash Apple: Upgrading iPhone For AI Is An Option, Not An Obligation Nvidia: Valuation Seems Reasonable After Recent Rally Biggest stock movers today: NV...

2024-06-20 07:30:00 ET Summary Last Year, I predicted IYW would be a better investment than VGT. IYW has outperformed due to its greater concentration in fewer stocks, and it's tracking an index that includes stocks VGT's index expelled. Both VGT and IYW's 1-year results are l...

2024-06-20 06:00:24 ET More on Tencent Tencent: Diversification Mitigates Headwinds, But Geopolitical Risks Remain Tencent Holdings (TCEHY) Q1 2024 Earnings Call Transcript Tencent: Still A Bargain! Huawei nears deal to not charge Tencent's WeChat fees on Har...

2024-06-20 04:05:00 ET The Nasdaq Composite is up 30% over the last 12 months, kicking off a strong bull market . This market enthusiasm has significance for new investors, because the average duration of a bull market historically is 4.9 years, according to investment firm Stifel...

2024-06-20 03:45:00 ET There are currently only three S&P 500 stocks in the $3 trillion club: Nvidia (NASDAQ: NVDA) , Microsoft (NASDAQ: MSFT) , and Apple (NASDAQ: AAPL) . All three are valued right around $3.3 trillion. With a market cap of just under $2.2 t...

2024-06-19 19:47:42 ET Summary Coatue Management's 13F portfolio value increased from $23.84B to $25.50B this quarter, with around 75 individual stock positions. New stakes include Qualcomm, Broadcom, Dell Technologies, and Constellation Energy, while stakes in Apple, Walt Disney,...