Palantirâs Q4 revealed a 45% operating margin and 36% revenue growth, but its shares reflect over five yearsâ growth already. Read my analysis of PLTR here...
Continue ReadingAlphabet Inc.'s expanding margins, resilience in Search, and potential payoffs from Other Bets like Waymo and TPUs make it a compelling investment. Click for my GOOG stock update...
Continue ReadingWhy Meta Is Getting All the AI Love—and Alphabet Isn’t...
Continue ReadingGoogle Cloud 'Capacity Constrained' Like Microsoft Azure. Good News For Amazon?...
Continue ReadingAlphabet is showing the downside of being an AI stock...
Continue ReadingAmazon Earnings Option Trade Can Return $230...
Continue ReadingDow's 140-point fall led by losses for shares of UnitedHealth, Merck...
Continue ReadingDeepSeek and tariffs have roiled the market. History shows deeper pullbacks are coming, this strategist says...
Continue ReadingUSPS Resumes China Parcel Service. Amazon, Temu Owner PDD and Alibaba Stocks Fall...
Continue ReadingWe analyze Coupang, Inc.'s expansion in South Korea and impact of political unrest on short-term earnings growth and valuation. Click for more on CPNG stock...
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