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GOOGL MSFT

Wall Street Breakfast Podcast: Snap Soars On Surprise Profit Beat, Strong Revenue Forecast

Snap sees up to 18% revenue growth in current quarter, stock rockets. Alphabet jumps as YouTube, search drive revenue beat. Microsoft jumps as Azure continues strong growth, aided by AI...

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TSLA

Stellantis And Tesla: Combine These Stocks For The Ultimate Automotive Portfolio

Tesla and Stellantis are two automakers that complement each other. Find out why I see both STLA and TSLA stocks as currently undervalued...

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MSFT

Alphabet, Microsoft shares jump as investors cheer AI investment

Microsoft and Google showed investors that heavy artificial intelligence investment can pay off with rising revenue, allaying concerns raised a day earlier by Meta, which said its expensive foray into AI was not immediately paying off. Shares in Google-parent Alphabet were up over 11% in Frankfurt on Friday, while Microsoft shares rose nearly 5%. Microsoft beat Wall Street estimates for third-quarter revenue and profit on Thursday, driven by gains from adoption of artificial intelligence across its cloud services...

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MSFT

Weitz Conservative Allocation Fund Q1 2024 Commentary

The Conservative Allocation Fund's Institutional Class returned +4.22% for the first quarter compared to +2.52% for the Morningstar Moderately Conservative Target Risk Index...

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TSLA

Tesla Stock (NASDAQ:TSLA): Earnings Not as Good as the Reaction Suggests

Tesla (NASDAQ:TSLA) surged after posting its Q1-2024 results. The stock rallied by 12% after its earnings were released and added an additional 5% the day after. Despite the notable two-day rally, shares are still down by more than 30% year-to-date. I am bearish on the stock and believe that its year-to-date trend is a better indicator of what’s to come than the stock’s recent post-earnings rally. The Earnings Report Was Not Great Tesla reported a 9% year-over-year revenue decline. That alone sh...

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AAPL AMZN MSFT

Weitz Partners III Opportunity Fund Q1 2024 Commentary

The Partners III Opportunity Fund's Institutional Class returned +8.21% in the first quarter of 2024 compared to +10.02% for the Russell 3000 Index...

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TSLA

xAI, Elon Musk’s OpenAI rival, is closing on $6B in funding and X, his social network, is already one of its shareholders

xAI, Elon Musk’s 10-month-old competitor to the AI phenom OpenAI, is raising $6 billion on a pre-money valuation of $18 billion, according to one trusted source close to the deal. The deal – which would give investors one quarter of the company – is expected to close in the next few weeks unless the terms of the deal change. The deal terms have changed once already. As of last weekend, Jared Birchall, who heads Musk's family office, was telling prospective investors that xAI was raising $3 billi...

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AAPL

Weitz Multi Cap Equity Fund Q1 2024 Commentary

The Multi Cap Equity Fund's Institutional Class returned +8.98% for the first quarter compared to +10.02% for the Russell 3000 Index...

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GOOGL

Google: At The Cusp Of An Upside Breakout

Google's strong Q1 earnings and dividend announcement make its undervalued shares attractive, with potential for further growth. Read more on GOOG stock here...

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AMZN

Weitz Large Cap Equity Fund Q1 2024 Commentary

The Large Cap Equity Fund's Institutional Class returned +7.79% for the first quarter compared to +10.30% for the Russell 1000 Index...

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