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ClearBridge Large Cap Growth Strategy Portfolio Manager Commentary Q2 2022

The ClearBridge Large Cap Growth Strategy underperformed its benchmark during the second quarter. Click here to read the full fund letter...

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AAPL AMZN GOOGL

Intel Is Ugly: So Are Nvidia And AMD

This report reviews Intel's business, compares it to peers regarding growth and valuation, and discusses INTC's foray into foundry. Click to read more...

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AMZN MSFT

ClearBridge All Cap Growth Strategy Portfolio Manager Commentary Q2 2022

The ClearBridge All Cap Growth Strategy outperformed its Russell 3000 Growth Index benchmark in the second quarter. Click here to read the full fund letter...

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AMZN

71 Cities and Towns Are Paying Tech Workers to Abandon Silicon Valley. It’s Working.

Incentives are drawing high-paid tech workers, and challenging how we think about local economic development...

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S&P 500 Earnings Update: The Negative Sentiment Is Smothering

S&P 500 earnings have seen a little deterioration in the last few weeks, with this week’s data coming from the weekly “This Week in Earnings” report published by Refinitiv, as of Thursday.....

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AAPL AMZN MSFT

ClearBridge Appreciation ESG Strategy Portfolio Manager Commentary Q2 2022

The ClearBridge Appreciation ESG Strategy outperformed the benchmark in the second quarter. Click here to read the full fund letter...

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AMZN

Amazon Stock: Prime Is About to Get Stickier

E-commerce titan Amazon (AMZN) unveiled some pretty exciting innovations that could help it make a push toward the $2 trillion market cap mark — a level that was within reach less than a year ago. Undoubtedly, Amazon Web Services continues to grow at a rapid rate. However, new services such as "Buy with Amazon Prime" open up the firm's logistics and payments solutions to the world. Shares have been treading water alongside the rest of the broader market of late. Retail could find itself on the r...

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AMZN

Amazon Expands Drone Delivery Testing to a Big State

Amazon , which has been talking of "investing in drone technology" for years, recently announced that residents of Lockeford, California would be the first to receive their online orders by drone. "For these deliveries, the drone will fly to the designated delivery location, descend to the customer's backyard, and hover at a safe height," Amazon said at the time. While the announcement was made on June 13, Amazon is yet to name the exact day that someone from Lockeford will be able to order, say, some dish soap or a camera tripod and have it drop from the sky and on their lawn...

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AMZN GOOGL

Weekly Roundup

The major market indexes moved lower week-over-week, but the portfolio had a number of positions move higher, including AMN Healthcare and Costco Wholesale. Here's our trades, bullpen moves, and what we're looking toward next week...

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AMZN

Amazon pauses work on six new U.S. office buildings to weigh hybrid work needs

Amazon.com Inc is pausing the construction of six new office buildings in Bellevue and Nashville to reevaluate the designs to suit hybrid work, the tech giant said on Friday...

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