After falling 39% in 2022, shares of Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) have been on a tear this year, up 46% (as of July 26). The tech giant's recently reported second-quarter financials definitely helped propel the stock price even higher. In fact, revenue growth for Alphabet is showing signs of accelerating, something shareholders are getting excited about after a notable slowdown last year...
Continue ReadingAI, artificial intelligence, has come into its own in recent years. Machine learning technology has found its way into a wide range of day-to-day activities, from internet searching to marketing and advertising to just driving down the highway. Artificial intelligence promises to change the way that we interact with the world and with computers, and the launch of ‘generative AI,’ embodied in real-language chatbots like ChatGPT, shows just how close that promise is. The emergence of any new techn...
Continue ReadingDuring Q2 2023, Baron Opportunity Fund® climbed 16.31% (Institutional Shares), outperforming the broader market. Click here to read the full fund letter...
Continue ReadingU.S. equities continued more firmly on their path to recovery in Q2. S&P 500 Index returned 8.7% for three months ended 6/30/2023 and was up 16.9% in H1 of the year...
Continue ReadingShares of Alphabet (NASDAQ: GOOG) have rallied as much as 11.4% this week, according to data provided by S&P Global Market Intelligence. The technology giant and owner of Google, YouTube, Android, and many other consumer internet services posted strong second-quarter earnings, which had investors bidding up shares of the stock. As of 2:26 PM EST, shares of Alphabet are up around 10% this week and are now only 12% off all-time highs...
Continue ReadingMicrosoft's quarterly performance continues to exceed expectations, with expanded margins and backlog. See why we are on the sidelines for MSFT stock now...
Continue ReadingAmid a busy week of digesting earnings and economic data, we saw big gains in holdings like Alphabet and Applied Materials, and we closed out our position in Ford...
Continue ReadingAnalysts weigh in on Alphabet, Meta Platforms, Sherwin-Williams, Boeing, RTX Corp., and FS KKR Capital...
Continue ReadingTesla's margin flexibility gives it significant advantages in the coming battle against traditional automakers. Click here to see our view of this TSLA ace card...
Continue ReadingNetflix's 2Q results show good execution on its paid-sharing initiative, reigniting subscriber growth for the future. Read why I rate NFLX a Hold...
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