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GOOGL MSFT

Meta Platforms: After Six-Day Decline – Time To Buy The Dip (Rating Upgrade)

Meta stock dips after a strong run, but AI advancements, cost-cutting, and robust financials signal growth. Learn why META is now rated a Buy...

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TSLA

Wall Street Breakfast Podcast: Super Micro Surges As Delisting Fears Fade

Super Micro surges after filing delayed reports in time with SEC. Tesla's market cap falls below $1 trillion as Europe sales drop. China says Taiwan seeks to give away chip industry to U.S...

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MSFT

Microsoft: Look Beyond The Short-Term Noise (Rating Upgrade)

Microsoft shares have been selling off lately, down over 14% from its all-time high. Find out why I upgrade MSFT stock from sell to hold...

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AAPL GOOGL MSFT

First Eagle Overseas Fund Q4 2024 Commentary

Overseas Fund A Shares (without sales charge*) posted a return of -7.49% in fourth quarter 2024. Read more here...

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GOOGL

Hotchkis & Wiley Global Value Fund Q4 2024 Commentary

The Hotchkis & Wiley Global Value Fund outperformed the MSCI World Value Index in the fourth quarter of 2024...

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GOOGL

Tracking Ruane, Cunniff, & Goldfarb’s Portfolio – Q4 2024 Update

Ruane, Cunniff & Goldfarb's 13F portfolio update reveals key stock shifts, reduced cash allocation, and top holdings. Read more on the portfolio here...

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AAPL AMZN GOOGL MSFT

Alphabet: Cloud Growth Uncertainty And Declining Management Sentiment Concern, But It’s Still Attractive

Alphabet's Q4 results highlight mixed performance: EPS beat, revenue missed. Read here for growth challenges, $75B capex concerns, and shifting market sentiment...

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AAPL

Shareholder Meeting Season Gets Going: Tariffs, AI, And Farmland In Focus

Earnings season is winding down, and the spotlight will soon shift toward 2025 trends after an impressive end to last year. Click to read...

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AAPL AMZN GOOGL MSFT TSLA

Wall Street Lunch: A Crisis Of Confidence

The Conference Board’s February measure of consumer confidence saw the largest drop since August 2021...

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TSLA

Sell Tesla Before Bubble Bursts After Robotaxi (Likely) Disappoints (Downgrade)

See why Tesla, Inc. stock is declining and the potential impact of its Robotaxi struggles on growth, valuation, and market relevance. Explore more details here...

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