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Artificial intelligence will likely be a major theme in the upcoming set of corporate earnings, just as it has been in the past few quarters. The AI investment cycle looks to be here to stay. In the June quarter, megacaps such as Apple Meta Microsoft Amazon and Alphabet didn’t have typical stock reactions...
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Alphabet earnings are here, and Wall Street is keeping a close eye on what it has to say about search and spending. The Google parent is scheduled to report third-quarter earnings after the stock market closes on Tuesday. One of the biggest metrics investors will be watching is search, and Wall Street expects the company to report search revenue of $49.02 billion...
Continue ReadingWe initiated a new position in Taiwan Semiconductor Manufacturing Company. Click here for our brief investment thesis on TSM stock...
Continue Reading(Bloomberg) -- Apple Inc.’s iPhone exports from India jumped by a third in the six months through September, underscoring its push to expand manufacturing in the country and reduce dependence on China.Most Read from BloombergInside NYC’s Playbook for Getting Federal Grant FundsThere Will Soon Be No Meatpackers Left in NYC’s Historic Meatpacking DistrictThe Tartarian CandidateA Courtyard Apartment Building Designed for Southwest SprawlBooming Cambridge Exposes England’s Widening Wealth GapThe US...
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If Trump wins, the market might experience a boost due to expectations of deregulation and business-friendly policies...
Continue ReadingAlluvial Fund had a quiet third quarter, rising 4.8%. Year-to-date, Alluvial Fund remains ahead of benchmarks with a net return of 15.7%. Click here to read more...
Continue ReadingRevenue from non-US sources dipped among a group of S&P 500 companies in the second quarter of 2024, according to an S&P Global Market Intelligence analysis...
Continue ReadingGoogle parent and Zacks Rank #2 (Buy) stock Alphabet (GOOGL) will report Q3 earnings Tuesday. Stock Strategist Andrew Rocco explains what you need to know...
Continue ReadingBaron Fifth Avenue Growth Fund (I) gained 3.6% during the third quarter vs. gains of 3.2% for R1KG and 5.9% for SPX. Click here to read the full commentary...
Continue ReadingGoogle's parent company faces increased competition and legal challenges ahead of quarterly earnings...
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