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2024-06-17 09:14:33 ET More on ByteDance, Alphabet, etc. Why To Select Google Over Microsoft Right Now Google Wants Everyone To Focus On Just 2 Letters, A And I - But I Won't Do That Meta: Why I'm Not Selling Meta may face EU charges for violating DMA, joinin...
2024-06-17 05:09:49 ET More on mega tech stocks Amazon: Being A Bear Doesn't Make Much Sense Why To Select Google Over Microsoft Right Now Microsoft's Long-Term Strategy Is Being Accelerated By Its AI Investments ‘Inside Out 2’ opens big, helpin...
2024-06-17 00:24:37 ET Summary Ackman's 13F portfolio value increased to ~$10.76B, heavily concentrated with just 6 positions. Stake disposal of Lowe's Companies and stake reduction in Chipotle Mexican Grill. Steady positions in Alphabet, Hilton Worldwide Holdings, Restaurant ...
2024-06-16 23:07:19 ET Summary The Russell 2000 is down YTD by -1% as the soft-landing trade is collapsing, while the mega-cap led S&P 500 is up 14%. The economic data is deteriorating, and the Fed has turned hawkish. A catch-down trade in mega-caps is more likely than a c...
2024-06-15 14:45:00 ET Read the full article on Seeking Alpha For further details see: Tech had all the attention in this quiet earnings week - Earnings Scorecard
2024-06-15 11:14:07 ET Goldman Sachs has upped its year-end target for the U.S. stock market's benchmark S&P 500 ( SP500 ) index to 5,600 points from 5,200, citing milder than average negative earnings per share revisions and a higher fair-value price-to-earnings multiple.... ...
2024-06-15 08:30:00 ET Summary Amazon stock has faced selling resistance at the $190 level over the past two months. AWS and Advertising will need a more robust growth inflection to deliver a valuation re-rating in AMZN stock. The market remains confident in Amazon's bullish t...
2024-06-15 07:54:55 ET Summary A lot of income-focused investors would miss out on the power of diversified stocks if it weren’t for closed-end funds like the Liberty All-Star Equity Fund, currently yielding 10.0%. However, a look under-the-hood reveals this popular fund is...
2024-06-15 07:38:09 ET Summary At its most recent Worldwide Developer Conference (WWDC), Apple announced its new AI service, dubbed Apple Intelligence. The AI tools promised to integrate seamlessly into many different aspects of Apple's ecosystem. The event garnered rave revie...
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...
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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...
ASML, the leading equipment supplier of lithography machines needed for the manufacture of semiconductors, is set to record a significant increase in its orders after its second-quarter results are announced. This comes as the demand for artificial intelligence (AI) chips continues to increase....