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Summary The Strategy outperformed for the second quarter in a row, thanks in large part to positioning adjustments made over the last year in preparation for these extreme macro headwinds. We enhanced a focus on sturdy, secular growth businesses with three new additions to the portfol...
Summary International growth stocks held up better than value, snapping a two-quarter losing streak, as global recession fears weighed more heavily on companies tied to the broader economy. The Strategy outperformed for the second quarter in a row, thanks in large part to position...
Summary Shares of Elastic are back near year-to-date lows, falling ~30% after reporting fiscal Q1 earnings. Total revenue growth decelerated to 30% y/y, down five points from the prior quarter. Cloud revenue growth also fell. Elastic may be experiencing the slowdown in IT proc...
Summary MAD is the industry surrounding machine learning, AI, and Data. Using market data provided by research firms, Houlihan Lokey and Bain, I highlight how Oracle is currently the best value in the industry. As such, I believe Oracle is best suited for most investors than m...
Ex-Microsoft and EMC Executive Joins Elastic to Accelerate Business and Cloud Growth, and Expand Customer Relationships Elastic (NYSE: ESTC), the company behind Elasticsearch , today announced the appointment of Barrie Sheers as vice president, Asia-Pacific and Japan (AP...
Elastic’s Full-Suite, Hybrid and Multi-Cloud Observability Solution Provides Customers with Frictionless Application Performance Management and Infrastructure Performance at Scale Providing deep visibility for cloud-native production environments with zero-instrumentati...
Simplifying the Elastic Cloud on AWS experience with automatic provisioning of Elastic Agent to easily ingest data from any AWS service Improving search relevance with machine learning-based hybrid scoring Introducing a vision for a new stateless architecture as the next-gener...
Combining Kyndryl’s advisory, modernization, management and enterprise AI services and Elastic’s search-powered solutions to help joint customers enhance their data-driven digital transformation initiatives Kyndryl (NYSE: KD), the world’s largest IT infr...
Investors turned bearish as the economy weakened in the first half of the year, setting the stock market on a downward trajectory. By the end of June, the broad-based S&P 500 had fallen 21% from its high, and the tech-heavy Nasdaq Composite was down 31%. But that didn't sto...
Summary Chase Coleman’s 13F portfolio value decreased from $26.64B to $11.93B this quarter. Tiger Global added Alphabet and increased Kanzhun, SentinelOne, & Toast while decreasing JD.com, Microsoft, CrowdStrike, and NU Holdings. They also dropped DocuSign. The larg...
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Developers now have more LLMs to choose from when iterating and building production-ready RAG applications Elastic (NYSE: ESTC) announced support for Amazon Bedrock-hosted models in Elasticsearch Open Inference API and Playground . Developers now have the flexibility to ...
Elastic (NYSE: ESTC) (“Elastic”), the Search AI Company, announced that it will conduct a live webcast on July 17, 10:00 AM PT. Santosh Krishnan, GM of Elastic Security will discuss Elastic’s security solution, with participation from an Elastic partner. Koji Ikeda, Sr. Resea...
A new interface enables developers to iterate and build RAG applications for A/B testing LLMs, tuning prompts and chunking data Elastic (NYSE: ESTC), the Search AI Company, announced Playground, a low-code interface that enables developers to build RAG applications using Elasticsear...