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2024-06-25 07:00:24 ET More on Microsoft Microsoft: After Generative AI, The Path To More Upside Microsoft Downgrade: Here's The Reality Check On Azure Vs. Amazon's AWS Microsoft's Long-Term Strategy Is Being Accelerated By Its AI Investments Layoffs in tech ...
2024-06-23 20:39:26 ET Summary Harris Associates' 13F portfolio value increased from $58.03B to $61.82B this quarter, with around 200 positions reported. The top five stakes in the portfolio are Alphabet, IQVIA, Capital One Financial, Fiserv, and Intercontinental Exchange, totalin...
2024-06-22 09:17:00 ET Artificial intelligence (AI) is the hottest theme in the technology realm right now. Indeed, megacap behemoths such as the " Magnificent Seven " are innovating at light-speed paces and investors can't seem to get enough. Beyond the biggest of the big tech play...
Salesforce, the #1 AI CRM, announced that its Chair and CEO Marc Benioff received the Yale Legend in Leadership Award at the Yale CEO Summit. The distinction recognizes his visionary leadership and profound commercial impact around the world. The Yale Chief Executive Leadership Institute ...
2024-06-20 11:35:46 ET Summary ADBE's second-quarter performance exceeded expectations with impressive revenue and EPS growth, leading to raised guidance for FY24. The company's AI tools, including Firefly and Adobe Express, are driving growth in Document Cloud and setting the fou...
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,...
2024-06-18 12:53:37 ET More on Nvidia: Nvidia Stock And Its Real Value Nvidia: Why The Company And Its GPUs Will Dominate AI Processors Nvidia: The Greatest Quarter In The History Of Capitalism IV Nvidia rises after Rosenblatt sets Street High PT of $200 ...
2024-06-18 10:34:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-06-17 15:37:41 ET Summary For dividend growth investing, is growth more important than valuation? 49 stocks are valued based on Historical and Future Fair Valuations as well as analyst estimates. 49 stocks are further evaluated based on past dividend growth and future pro...
2024-06-16 08:30:00 ET Summary Adobe Inc. stock experienced a surge last week as investors were too pessimistic. Adobe is a creative software behemoth that is well-primed to deepen its dominance further. Smaller AI startups face business model sustainability challenges, which ...
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2024-07-16 13:24:34 ET Shares of Salesforce (NYSE: CRM) plunged in late May after the company announced its first-quarter results. However, the company has a number of growth initiatives in the works, while it has yet to see the potential benefits of artificial intelligence (AI) ...
2024-07-06 08:30:00 ET A company with a great product can make investors good money. Companies that can expand beyond that to launch new products and capture new markets can be life-changing investments. Enterprise software giant Salesforce (NYSE: CRM) is a prime example. Salesf...
2024-07-02 10:25:00 ET This article first appeared on our U.S. website and was written by Adam Levy. It’s not too late to start investing in artificial intelligence (AI) stocks . While fervor around new generative AI developments has sent many tech stocks zooming high...