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2024-03-27 11:55:00 ET Summary Giverny Capital is a Montreal-based investment advisor specializing in private wealth management that also offers financial planning services. For the year ending December 31st 2023, the return for the Rochon Global Portfolio was 24.3% versus 17.5% f...
2024-03-26 13:12:32 ET More on Adobe Adobe: AI Story Is On Right Track, Time To Be Patient (Rating Upgrade) Adobe's AI Struggle Is Common, But Unfortunate For Becoming A Standout Adobe: A Powerhouse Investment In The AI Future Adobe tumbles as AI concerns cro...
2024-03-25 10:30:49 ET In today's video, I discuss recent updates affecting Oracle (NYSE: ORCL) . Check out the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were the after-market prices of March 13, 2...
2024-03-25 08:47:12 ET Summary Micron Technology is poised to benefit from the growing demand for AI infrastructure on top of the upswing in legacy servers. The company's advanced memory and storage chips are in high demand, with 2024 HBM chips already sold out and 2025 nearing ca...
Gas South Fuels Customer Experience with Oracle Cloud PR Newswire Largest Southeastern natural gas retailer collaborates with Oracle to automate services, reduce costs, and boost efficiency AUSTIN, Texas , March 25, 2024 /PRNewswire/ -- Oracle Energy an...
2024-03-24 21:53:59 ET Summary Harris Associates' 13F portfolio value increased from $51.39B to $58.34B in Q4 2023. The portfolio is diversified with around 200 positions, with the largest five stakes being Alphabet, Capital One Financial, IQVIA, Intercontinental Exchange, and Cha...
2024-03-23 16:10:00 ET Old enterprise software provider Oracle (NYSE: ORCL) isn't a growth stock anymore. Ever since the dot-com era bust, the company has been downright pedestrian. However, Oracle's earnings growth is another story. It's further proof that even many decades int...
2024-03-22 04:30:00 ET Shares of companies that are benefiting from the proliferation of artificial intelligence (AI) have been soaring in 2024. This is evident from the terrific gains clocked by the likes of Nvidia , Palantir , Arm Holdings , and Super Micro Computer , amon...
2024-03-21 13:56:46 ET A phenomenon that's increasingly prevalent with artificial intelligence (AI) stocks is the investor practice of viewing them all through the same lens. For example, when one company in the AI space reports strong financial results, other stocks in the space get a ...
2024-03-21 12:23:03 ET More on Microsoft Costco And Microsoft Trigger Our Buy-On-Weakness Signal (Technical Analysis) Microsoft: Strong Financials, Bright Outlook And Solid Upside Potential, Buy Microsoft Corporation (MSFT) Morgan Stanley Technology, Media and Teleco...
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2024-03-25 10:30:49 ET In today's video, I discuss recent updates affecting Oracle (NYSE: ORCL) . Check out the short video to learn more, consider subscribing, and click the special offer link below. *Stock prices used were the after-market prices of March 13, 2...
Gas South Fuels Customer Experience with Oracle Cloud PR Newswire Largest Southeastern natural gas retailer collaborates with Oracle to automate services, reduce costs, and boost efficiency AUSTIN, Texas , March 25, 2024 /PRNewswire/ -- Oracle Energy an...
2024-03-23 16:10:00 ET Old enterprise software provider Oracle (NYSE: ORCL) isn't a growth stock anymore. Ever since the dot-com era bust, the company has been downright pedestrian. However, Oracle's earnings growth is another story. It's further proof that even many decades int...