"Advertising did not roll over" for Alphabet (GOOG) in the first quarter, and that development bodes well for Meta (META), prominent investor Stephanie Link said on CNBC on Friday...
Keep Reading →
April 30 - Market Movers, News
Speaking on CNBC today, Jim Cramer said that he's "putting his chips on (Elon) Musk" winning the robotaxi competition.
Keep Reading →
April 29 - Market Movers, News
In a note circulated last week, investment bank Piper Sandler contended that Palantir (PLTR) stock would probably retest its February high of almost $125 in the near-to-medium...
Keep Reading →
April 28 - Market Movers, News
The tariff wars and a potential slowdown in AI spending threw water on investors’ AI trade plans and outlook.
Keep Reading →
April 28 - Hedge Funds, News
Investors are desperately looking for signs of a market bottom after going through massive volatility and losses.
Keep Reading →
April 28 - News
Markets saw some glimmer of hope as President Donald Trump indicated that he does not plan to fire Federal Reserve Chair Jerome Powell and showed openness to engage in talks with...
Keep Reading →
April 27 - Hedge Funds, News
The term "self-driving car stocks" describes publicly traded businesses engaged in creating, manufacturing, or using autonomous vehicle technology.
Keep Reading →
April 26 - Hedge Funds, News
Operator: Thank you for standing by for the Alphabet Inc. first quarter 2025 earnings conference call. At this time, all participants are in a listen-only mode.
Keep Reading →
April 26 - News, Transcripts
The markets have had two monster years with the S&P 500 index surging 24.73% and 24.01% in 2023 and 2024, respectively.
Keep Reading →
April 25 - Hedge Funds, News
Marjorie Taylor Greene is one of the most active members of the Trump administration on the US stock market.
Keep Reading →
April 23 - Insider Trading, News
In this article, we discuss the 15 best Nancy Pelosi stocks to invest in now.
Keep Reading →
April 23 - Insider Trading, News
Merion Road Capital Management, an investment advisor, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Keep Reading →
April 22 - Hedge Fund Investor Letters, News
BMO cut its estimates for GOOG's search revenue and reduced its overall sales estimates for the company.
Keep Reading →
April 17 - Market Movers, News
Alphabet generated $25 billion of free cash flow last quarter, and it's growing by double-digit percentage levels year-over-year while its profit margins are "great," Harden said...
Keep Reading →
April 17 - Market Movers, News
Reacting to Nvidia's (NVDA) recently announced writedown, Dan Niles, the founder and Portfolio Manager of Niles Investment Management, questioned why the company apparently ...
Keep Reading →
April 17 - Market Movers, News
Wedgewood Partners, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Keep Reading →
April 17 - Hedge Fund Investor Letters, News
"Google's (search engine) has never had to compete the way that it does now with younger generations jumping right into ChatGPT when they want to know something," Brown asserted...
Keep Reading →
April 16 - Market Movers, News
Middle Coast Investing, an investment advisor firm, released its first-quarter investor letter. A copy of the letter can be downloaded here.
Keep Reading →
April 16 - Hedge Fund Investor Letters, News
Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Keep Reading →
April 16 - Hedge Fund Investor Letters, News
The US stock market is showing volatility after President Donald Trump's recent announcement of sweeping 10% tariffs on all US trading partners and higher tariffs on countries...
Keep Reading →
April 15 - Hedge Funds, News
Investment management company Vulcan Value Partners recently released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Keep Reading →
April 15 - Hedge Fund Investor Letters, News
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” first quarter 2025 investor letter. A copy of the letter can be...
Keep Reading →
April 15 - Hedge Fund Investor Letters, News
As we recently discussed in another article, growth stocks are massively overvalued and trading at significant premiums, which is why investment firms advise investors to concentrate...
Keep Reading →
April 14 - Hedge Funds, News
The optimism around the United States economy over the past few months, largely due to the AI hype, has been dampened by recent measures undertaken by the Trump administration...
Keep Reading →
April 12 - Hedge Funds, News
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) first quarter 2025 investor letter.
Keep Reading →
April 11 - Hedge Fund Investor Letters, News
Dan Ives, a prominent tech analyst at Wedbush Securities, lowered his price target on Microsoft (MSFT) to $475 from $550 recently, citing his belief that spending on data centers...
Keep Reading →
April 10 - Market Movers, News
GreensKeeper Asset Management, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Keep Reading →
April 10 - Hedge Fund Investor Letters, News
None of the internet stocks covered by JPMorgan will be immune from negative macro trends this year, according to the bank.
Keep Reading →
April 8 - Market Movers, News
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” first quarter 2025 investor letter.
Keep Reading →
April 8 - Hedge Fund Investor Letters, News
Meta (META), Alphabet (GOOG), and Salesforce (CRM) are potentially good buys in the current, volatile environment, Dryden Pence, the Chief Investment Officer and Co-Founder of...
Keep Reading →
April 8 - Market Movers, News
Well-known investor Brad Gerstner recently told CNBC that he had bought Nvidia (NVDA) stock.
Keep Reading →
April 7 - Market Movers, News
As per Fitch Ratings, the US tariffs are now at levels that continue to transform the global economic outlook, meaningfully increasing the US recession risks as well as constraining...
Keep Reading →
April 7 - Hedge Funds, News
If Alphabet (GOOG,GOOGL) solves a huge problem that it's facing, GOOG stock's current levels will eventually be seen as "the steal of the century," LightFolio founder Landon Swan...
Keep Reading →
April 7 - Market Movers, News
Joelle Pineau, who was the head of Meta's AI Research department for eight years, is leaving the company, CNBC reporter Deirdre Bosa noted today.
Keep Reading →
April 3 - Market Movers, News
Aswath Damodaran from NYU Stern School of Business said in a recent program on CNBC that AI “buzzwords” are not boosting the market anymore as investors grow more concerned...
Keep Reading →
April 2 - Hedge Funds, News
Jim Cramer in a latest program on CNBC talked about the winning sectors so far this year and said the trends show a "strange" pattern.
Keep Reading →
April 2 - News
While we acknowledge the potential of META as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing...
Keep Reading →
April 1 - Market Movers, News
CrowdStrike (CRWD) will benefit from the increased need for cybersecurity in the AI era, while Alphabet (GOOG,GOOGL) is getting a lift from its success in AI and its strong ad...
Keep Reading →
April 1 - Market Movers, News
In the coming week, the resilience of the US stock market will be challenged as President Trump’s tariff plans and employment report reveal the actual condition of the economy...
Keep Reading →
March 31 - Hedge Funds, News
The market will eventually start rallying again, Joe Tigay, the Principal of Equity Armor Investments recently told The Schwab Network.
Keep Reading →
March 31 - Market Movers, News
Noting that Alphabet (GOOG) has a relatively low forward price-earnings ratio of 19 times while the shares' Relative Strength Index (RSI) has fallen below 40, Schwab Senior Options...
Keep Reading →
March 31 - Market Movers, News
The current economic conditions with elevated interest rates have made debt-free stocks increasingly valuable to investors.
Keep Reading →
March 31 - Hedge Funds, News
Quantum computing is the next AI and IonQ (IONQ) is the next Nvidia (NVDA), Sylvia Jablonski, the Chief Executive Officer and Chief Investment Officer of Defiance ETFs told CNBC...
Keep Reading →
March 27 - Market Movers, News
The S&P 500 index started the week with a bang after staying under pressure for a few days.
Keep Reading →
March 26 - News, Stock Analysis
Nvidia's market cap can surge from its current level of $2.8 trillion to $5 trillion, Ives stated.
Keep Reading →
March 26 - Market Movers, News
Media companies are anticipating a stabilization in ad spending in 2025, along with potential growth for the platforms that offer live events and sports.
Keep Reading →
March 22 - Hedge Funds, Industries, News
Two Sigma Investments, LP, a New York City-based hedge fund, is known for its advanced use of artificial intelligence, machine learning, and distributed computing in financial...
Keep Reading →
March 22 - Hedge Funds, News
Established in 2018 by Gaurav Kapadia, XN Exponent Advisors LLC is based in New York and manages approximately $2.53 billion in 13F securities according to its latest filing for...
Keep Reading →
March 21 - Hedge Funds, News
Ray Dalio, with over 50 years of experience, is arguably one of the most influential investors on Wall Street.
Keep Reading →
March 20 - Hedge Funds, News
Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” fourth quarter 2024 investor letter.
Keep Reading →
March 19 - Hedge Fund Investor Letters, News