IBM's Q4 report shows strong growth, driven by GenAI tailwinds, with AI bookings exceeding $5 billion. See why I reiterate my buy rating for IBM stock...
Continue ReadingNvidia's position in AI could be challenged by DeepSeekâs efficient models. Learn why NVDA stock might face challenges from the rise of GPU-agnostic AI...
Continue ReadingOver the quarter, Franklin Rising Dividends Fund underperformed its benchmark, the S&P 500 Index. We remain optimistic about the opportunities we see across sectors in the market...
Continue ReadingMicrosoft delivered a strong earnings report that investors didn't celebrate, as the stock sold off 5%. Read why I remain bullish on MSFT...
Continue ReadingTesla's missed earnings didn't dampen investor optimism. Click here to read why I'm switching my rating on TSLA stock to a speculative Buy...
Continue ReadingUiPath's share price may have dropped since IPO, but it remains a key AI winner for 2025 with high growth potential and a Strong Buy rating. See more here...
Continue ReadingDespite potential in robotaxis and AI, Tesla's Q4 financials showed significant misses. Click here to read what justifies TSLA stock a Sell...
Continue ReadingMy research colleague, John Bleday, and I have spent a lot of our time looking for great companies. How has the translated into new investments? Find out...
Continue ReadingGiverny Capital Asset Management enjoyed market-beating returns in 2024 from an eclectic group of companies. Click here to read the full letter. businesses...
Continue ReadingTesla, Inc. (NASDAQ:TSLA) Q4 2024 Earnings Conference Call January 29, 2025 5:30 PM ETCompany ParticipantsTravis Axelrod - Head of IRElon Musk - CEOVaibhav.....
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