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GOOGL MSFT

Tracking William Von Mueffling’s Cantillon Capital Management Portfolio – Q2 2023 Update

William von Mueffling's 13F portfolio value increased by 17% to $14.31B in Q2 2023. Click here for a detailed analysis...

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Google developing AI assistant that offers life advice: Report

Google (GOOG, GOOGL) is developing an AI assistant that gives life advice to users, as well as planning instructions and tutoring, according to The New York Times. Yahoo Finance Live breaks down the story...

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GOOGL

Culture Amp Selects Google Cloud to Drive Generative AI Innovation and Governance

Google Cloud today announced that employee experience platform Culture Amp will use Google's Vertex AI as the foundation of its generative AI solutions, following a successful pilot that could save HR professionals hundreds of hours normally spent analyzing employee feedback...

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GOOGL MSFT

Will Big Tech Have Fuel For An H2 2023 Rally?

The excitement about the promise of artificial intelligence (AI) is shifting to how well the technology will drive increased revenues for tech and the broader economy...

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GOOGL MSFT

Why Generative AI Is So Unlike Other Major Tech Trends

One of the many amazing things about generative AI (GenAI) and the impact it’s having is how different it is from other recent big tech trends...

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Baron Growth Fund Q2 2023 Shareholder Letter

Baron Growth Fund rose 2.71% (Institutional Shares) during the quarter ended June 30, 2023. Click here to read the full fund letter...

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Baron Fifth Avenue Growth Fund Q2 2023 Quarterly Letter

Baron Fifth Avenue Growth Fund gained 16.0% during Q2, which compares to gains of 12.8% for the Russell 1000 Growth Index (R1KG) and 8.7% for S&P 500 Index (SPX)...

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Baron Global Advantage Fund Q2 2023 Shareholder Letter

Baron Global Advantage Fund gained 6.4% (Institutional Shares) in the second quarter of 2023. Click here to read the full fund letter...

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$2 Million Dividend Growth Portfolio, Major Tech Earnings, Broadcom & SPYI With Austin Hankwitz

Austin Hankwitz on building a $2 million dividend growth portfolio. Microsoft, Google and Amazon earnings; SPYI and his top dividend paying stock, Broadcom...

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Baron Durable Advantage Fund Q2 2023 Shareholder Letter

Baron Durable Advantage Fund gained 10.7% during Q2, which compared favorably to the gain of 8.7% for the S&P 500 Index, the Fund’s benchmark...

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