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2024-05-23 10:53:58 ET Summary Snowflake Inc.'s Q1 2025 revenue outperformance continues to highlight improving consumption trends, reinforced by early observations of strong uptake for its upcoming AI/ML-focused product pipeline. The raised FY 2025 revenue guidance remains well-p...
2024-05-23 10:18:19 ET More on Baidu Baidu Q1 Earnings: The Turnaround Is Finally Gaining Momentum Baidu (BIDU) Q1 2024 Earnings Call Transcript Baidu Is Poised To Make The Most Of China's AI Comeback Tencent, iFlytek cut prices of AI services, following Alib...
2024-05-23 09:27:04 ET More on Alphabet Alphabet: Still A Hold Google: A Leader In AI Worth Investing In Google: An Undeniable Leader In AI For better or for worse: AI is changing content licensing and writing Google plans to bring ads in search AI Ov...
2024-05-23 08:42:33 ET More on Nvidia NVIDIA Corporation (NVDA) Q1 2025 Earnings Call Transcript Nvidia: Earnings Beat And A Surprise Stock Split Nvidia Q1 FY2025 Review: AI Party Rolls On, But I Refuse To Dance Super Micro Computer gains amid Nvidia earnings...
2024-05-23 07:15:00 ET Keeping tabs on what billionaire hedge fund managers do is a great way to check your investment strategy. While blindly following them isn't advisable, seeing what they're doing and checking that against your own thoughts is a good way of seeing if you're on the same ...
2024-05-23 06:29:56 ET The way publishers are approaching generative AI is changing as the media industry evolves its outlook on the technologies of the future. Questions had initially centered around how it would impact their workforce or operations, as well as how they could benefit from,...
2024-05-23 06:00:00 ET Out of all the "Magnificent Seven," Google parent Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) seems to be the one that is constantly undervalued. In this video, I will explain why that is. *Stock prices used were from the trading day of May 21, 2024. The...
2024-05-23 02:00:00 ET Summary The price-to-earnings ratio of the Magnificent Seven is not yet at levels seen during the 1999 tech bubble, but historical observations can elude forecast accuracy. The S&P 500 Index today is the most concentrated it's been since the 1950s. A...
2024-05-22 20:25:32 ET Summary Jeremy Grantham's 13F portfolio value increased from $22.66B to $27.52B this quarter. The largest five stakes in the portfolio are Microsoft Corporation, Alphabet, Meta Platforms, UnitedHealth, and Apple. GMO's 7-year asset class real return fore...
2024-05-22 17:13:15 ET More on News Corporation News Corporation (NWSA) Q3 2024 Earnings Call Transcript News Corporation Q3 2024 Earnings Preview Google to pay News Corp. up to $6M annually to develop AI content, products: report Seeking Alpha’s ...
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2024-07-26 07:26:00 ET Fool.com contributor Parkev Tatevosian updates his buy recommendation for Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) stock. *Stock prices used were the afternoon prices of July 23, 2024. The video was published on July 25, 2024. Continue rea...
2024-07-26 06:45:00 ET Super Micro Computer (NASDAQ: SMCI) stock is sinking in this week's trading. The high-performance server specialist's share price was down 12.7% from last week's close heading into this Friday's market opening, according to data from S&P Global Market In...
2024-07-26 04:51:00 ET Google parent Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) delivered strong revenue and earnings growth in the second quarter of 2024. However, because YouTube advertising revenue fell short of Wall Street expectations, the stock tumbled 5% following the Q2 upd...