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2024-04-18 05:30:00 ET Bill Ackman doesn't make small bets across dozens of stocks but instead focuses on a small number of players that have what it takes to soar over time. As of the end of 2023, his $10 billion portfolio at Pershing Square Capital Management included just seven positions...
2024-04-18 05:00:00 ET Google Cloud doesn't have much of an impact on Alphabet 's (NASDAQ: GOOGL) (NASDAQ: GOOG) bottom line, but it's starting to be a big driver of revenue growth. Over the next decade, the groundwork is being laid to make Google Cloud the company's biggest bus...
2024-04-18 03:40:00 ET Summary We have been following AI at Manning & Napier for decades, and despite the recent buzz, AI is not a new concept. Years of experience lead us to believe that we still have a way to go before we reach that final state. If AI is one large cycle,...
2024-04-18 01:10:44 ET Summary Veeva Systems is performing well and demonstrating strong management execution, making it a buy. The company's R&D solutions and Veeva Vault CRM migration are key factors for future growth. Veeva's business model is resilient, and it has a st...
2024-04-17 14:09:26 ET More on ByteDance, Pinterest, etc. Pinterest: Platform Strengths Becoming More Apparent Pinterest Offers A Niche For Advertisers Snapchat: Potiental TikTok Ban And Snapchat+ Offer Hidden Upside TikTok sees EU regulator's query on TikTok...
2024-04-17 12:41:27 ET More on Alphabet AI Tiers And Taking Profits In Tech With Joe Albano, Tech Cache Google Integrates Gemini GenAI Into Workspace Google: Why It Could Be Losing The AI Race Alphabet sees Buy rating maintained at Truist ahead of 'solid' Q1 ...
2024-04-17 12:37:29 ET More on Microsoft Microsoft's Overvaluation Stands Out Even Among Its Mega Cap Peers Excel Error? Questioning The Formula Behind Microsoft's Sky-High Valuation Microsoft: Decent Buying Opportunity Microsoft-backed Rubrik files to offer ...
2024-04-17 10:20:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. ClearBridge is closely...
2024-04-17 09:03:24 ET "We're raising our 1Q and FY24 estimates for META to reflect improving monetization after two years of compression, higher impression volume and a strengthened must-buy status within the digital ad ecosystem amid ongoing cookie deprecation and a volatile macro," said ...
2024-04-17 08:44:59 ET More on Alphabet AI Tiers And Taking Profits In Tech With Joe Albano, Tech Cache Google Integrates Gemini GenAI Into Workspace Google: Why It Could Be Losing The AI Race Google's public release of Gemini 1.5 should build trust, Deutsche...
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2024-07-17 04:46:00 ET The U.S. economy has a centurylong history of producing the world's most valuable companies: Microsoft , Nvidia , Amazon , Meta Platforms , and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) have since joined Apple in the trillion-dollar club....
2024-07-16 06:00:00 ET In this video, I will talk about Google parent Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) , the potential acquisition of cybersecurity start-up Wiz for $23 billion, and everything investors need to know. *Stock prices used were from the trading day of J...
2024-07-16 05:00:00 ET The "Magnificent Seven" is a term that describes seven of the world's largest tech companies, many of which have been among the best-performing stocks over the past few years. The companies are Apple , Microsoft (NASDAQ: MSFT) , Amazon (NASDAQ: AMZN)...