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AAPL

Palantir Q4 2024 Earnings: Look Beyond The Multiples And AIP

Palantir surpasses Q4 expectations, easing market concerns about AI investment ROI and showcasing strong growth for the new year...

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GOOGL

Wall Street Breakfast Podcast: Alphabet Slips As AI Growth Drives Higher Capex

Alphabet outlines $75B CapEx for 2025 with focus on AI, cloud infrastructure. Walmart trims workforce, consolidates jobs in headquarters. Nissan Motor likely to reject Honda offer - reports...

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GOOGL

Google: The More It Drops, The More I’ll Buy

Google reported mixed Q4 earnings with an EPS beat and revenue miss, causing shares to drop 7%. Read why I remain very bullish on GOOG stock...

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GOOGL

Google’s Q4 Dip: Expect Shares To Rebound Quickly And Aggressively

Google's strong financial performance, growth in Cloud segment, and innovation in autonomous mobility highlight its undervalued stock with growth potential. Read more here...

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TSLA

TSLL: Highly Concentrated Amid Tariff Wars, Sell

Direxion Daily TSLA Bull 2X Shares ETF is rated a sell due to high concentration risk in Tesla, volatility, high expenses, and bearish indicators. Read more here...

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GOOGL

Google Q4 Earnings: Unpleasant Questions Surface (Rating Downgrade)

Alphabet delivered a minor miss on the topline Q4 2024 revenue estimates. Read why I downgrade GOOG stock from buy to hold...

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AMZN GOOGL

Private Equity Flows To Advanced Nuclear Companies Hit Record High In 2024

Private equity transaction value in the advanced nuclear sector reached $783.3 million in 2024, 13x the 2023 total, according to S&P Global Market Intelligence data...

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GOOGL

Alphabet: Google Cloud Miss Isn’t As Bad As It Seems – I’m Buying The Dip

Alphabet's Q4 results were mixed, leading to a 7%+ stock drop in after-hours trading. Read why I think the dip in GOOGL stock is a buying opportunity...

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AAPL AMZN GOOGL MSFT

Assessing The Factors Driving Technology Investments

Cloud service providers have made heavy investments to convert their datacenters from general computing facilities to accelerated computing hubs...

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AMZN TSLA

Tracking Cathie Wood’s ARK Invest 13F Portfolio – Q4 2024 Update

ARK Invest's 13F portfolio value increased by ~10% to ~$12B this quarter. Check out the top holdings and new stakes of the portfolio...

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