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2024-06-15 07:01:00 ET More on artificial intelligence Microsoft: A Breakout Rally Seems Imminent (Rating Upgrade) Appreciating Microsoft's 'Trojan Horse' Strategy For Success Microsoft: Pace Of AI Monetization Is Faster Than Expected Microsoft to invest $7.1...
2024-06-14 23:49:10 ET Summary Oracle's Q4 earnings report showed missed revenue and EPS estimates, but strong growth in cloud infrastructure and operating margins. Company's RPOs surged to $98 billion, with major AI-related deals signed with OpenAI and Google driving optimism. ...
2024-06-14 18:00:00 ET Summary In this comparative analysis, I will compare Alphabet and Microsoft’s competitive advantages, their fundamental data, financial health and growth outlook. I will demonstrate why I believe that Alphabet is the superior choice in terms of Valuat...
2024-06-14 13:14:19 ET More on Alphabet Google Wants Everyone To Focus On Just 2 Letters, A And I - But I Won't Do That Kinsman Oak Capital - Alphabet/Google: Natural Monopoly Would Cease To Exist Charting Alphabet's Upside Google, NV Energy team up for geoth...
2024-06-14 09:56:18 ET More on related stocks Apple: The King Is Back In The Race To $4 Trillion The Apple Vs. Microsoft AI Matchup Apple Stock: The Market Is Getting Irrational AppLovin neutral to Apple's new ad attribution tech, fears misplaced: Oppenheimer...
2024-06-14 01:02:38 ET Summary Tepper's 13F portfolio value increased to ~$6.75B with 37 holdings, top positions in Alibaba, Amazon.com, Microsoft, Meta Platforms, and Nvidia. New stakes in Adobe, iShares China Large Cap ETF, Boeing, JD, KraneShares China Internet, and Lyft. S...
2024-06-13 13:53:44 ET Summary Alphabet sees itself as an AI company. It isn’t… It’s really an advertising company. I worry about companies that mis-perceive their own businesses. Even so, I recognize that it has too many fans to justify a Sell recomme...
2024-06-13 12:42:17 ET More on the markets and the economy The June Summary Of Economic Projections Shows A More Hawkish Fed The Bears Are Down For The Count On Great Inflation News, Again Dollar Comes Back Bid Bullish sentiment jumps as focus shifts to soft ...
2024-06-13 11:33:26 ET USA News Group Commentary Issued on behalf of Scope AI Corp. VANCOUVER – June 13, 2024 – USA News Group – The future of artificial intelligence (AI) is unfolding before our eyes. Actions made today will undoubtedly pave the way for the AI ro...
2024-06-13 10:08:33 ET Bets against communication services stocks rose in May compared to the end of April, with Charter Communications ( CHTR ) being the most shorted stock in the sector and Google-parent Alphabet ( GOOG ) taking the spot for the least shorted.... Read t...
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2024-07-23 10:18:36 ET Alphabet (NASDAQ: GOOG) reports earnings after the market closes today and the most important business to watch will be the old-school search business. A year ago, AI was supposed to disrupt search but that hasn't happened and the business is growing again. If...
2024-07-23 05:33:00 ET You might be surprised to learn that Nvidia isn't the most widely owned megacap tech stock owned by the most prominent hedge fund billionaires. According to our research , that title belongs to Google parent company Alphabet (NASDAQ: GOOGL) (NASDAQ: ...
2024-07-22 13:44:42 ET Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) stock inched 2.5% higher through 1:10 p.m. ET Monday after getting a boost from investment bank Wedbush. Previewing Alphabet's expected Q2 earnings report Tuesday, Wedbush reiterated its $205 price target and out...