After Apple (AAPL) disclosed that searches in its devices' internet browsers had fallen for the first time ever last month, Jim Lebenthal said on CNBC that his "inclination" was...
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May 10 - Market Movers, News
We came across a bullish thesis on Alphabet Inc. (GOOG) on Substack by Elliot. In this article, we will summarize the bulls’ thesis on GOOG. Alphabet Inc.
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May 7 - News, Stock Analysis
Mairs & Power, an investment advisor, released the “Mairs & Power Balanced Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
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May 7 - Hedge Fund Investor Letters, News
Constellation Research founder and Chairman Ray Wang, who owns all seven of the Mag 7 stocks, told CNBC recently that he had been "selectively adding" to his holdings in the names...
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April 30 - Market Movers, News
Appearing on CNBC yesterday, veteran investor Joe Terranova, the senior managing director and chief market strategist of Virtus Investment, said that he was "concerned" about ...
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April 30 - Market Movers, News
Jim Cramer in a latest program on CNBC talked about the latest signs of de-escalation in trade wars between the US and China and told investors that even bear market rallies could...
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April 30 - Hedge Funds, News
Stephanie Link, the Chief Investment Strategist and Equity Portfolio Manager at Hightower Advisors, yesterday said on CNBC that Meta Platforms (META) is "definitely derisked" ...
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April 30 - Market Movers, News
According to a report by Mordor Intelligence, the global AR market is anticipated to grow at a notable compound annual growth rate (CAGR) of 42.36% between 2024 and 2029, reaching...
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April 30 - Hedge Funds, Industries, News
"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...
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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.
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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...
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April 28 - Market Movers, News
The tariff wars and a potential slowdown in AI spending threw water on investors’ AI trade plans and outlook.
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April 28 - Hedge Funds, News
Investors are desperately looking for signs of a market bottom after going through massive volatility and losses.
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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...
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April 27 - Hedge Funds, News
The term "self-driving car stocks" describes publicly traded businesses engaged in creating, manufacturing, or using autonomous vehicle technology.
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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.
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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.
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April 25 - Hedge Funds, News
Marjorie Taylor Greene is one of the most active members of the Trump administration on the US stock market.
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April 23 - Insider Trading, News
In this article, we discuss the 15 best Nancy Pelosi stocks to invest in now.
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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.
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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.
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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...
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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 ...
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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.
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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...
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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.
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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.
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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...
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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.
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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...
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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...
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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...
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April 12 - Hedge Funds, News
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) first quarter 2025 investor letter.
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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...
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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.
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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.
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April 8 - Market Movers, News
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” first quarter 2025 investor letter.
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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...
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April 8 - Market Movers, News
Well-known investor Brad Gerstner recently told CNBC that he had bought Nvidia (NVDA) stock.
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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...
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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...
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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.
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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...
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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.
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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...
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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...
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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...
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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.
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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...
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March 31 - Market Movers, News
The current economic conditions with elevated interest rates have made debt-free stocks increasingly valuable to investors.
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March 31 - Hedge Funds, News
