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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 07:01:00 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. ...
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2024-07-23 22:00:19 ET Image source: The Motley Fool. Alphabet (NASDAQ: GOOGL) Q2 2024 Earnings Call Jul 23, 2024 , 4:30 p.m. ET Operator Continue reading For further details see: Alphabet (GOOGL) Q2 2024 Earnings Call Transcript
The S&P 500 edged higher Tuesday, with traders readying for earnings reports from major companies after the benchmark posted its best day in more than a month. The Dow Jones Industrials improved 51.07 points to 40,466.51. The much-broader index gained 18.04 points to 5,582.45. The...
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: ...