Index providers make ongoing decisions to accommodate massive asset flows into passive vehicles. Case in point: the recent reshuffling of the Nasdaq 100...
Continue ReadingEuropean stock markets are heading for a lower open Friday after the Bank of Japan rattled markets...
Continue Reading(Bloomberg) -- Hong Kong will decide whether to ban a controversial protest song from its internet Friday, a move that could force Western tech firms such as Google to reconsider their presence in the finance hub.Most Read from BloombergSubway Offers Free Sandwiches That Come With a Lifetime CommitmentLargest US Grid Declares Emergency Alert For July 27US 10-Year Yield Hits 4% as BOJ Worry Lifts Yen: Markets WrapFed Raises Interest Rates to 22-Year High, Leaves Door Open for MoreBOJ Loosens Grip...
Continue ReadingThursday was generally a good day for tech stocks, but you wouldn't infer that purely from Alphabet's (NASDAQ: GOOG) (NASDAQ: GOOGL) performance. Investors seemed concerned by the news that its self-driving technology unit is pulling back on efforts to develop an autonomous semi-truck. While other top tech titles were enjoying a lift provided by Meta Platforms' strong quarterly results, both listed Alphabet stocks basically only traded flat on the day...
Continue ReadingMicrosoft and Alphabet have considerable net cash positions and strong expected FCF. See why we much prefer the total return potential of MSFT and GOOG...
Continue ReadingAfter years of frantic growth, cloud computing adoption has taken a breather over the past year or so. Each of the major market indexes has rebounded more than 20% from their respective bottoms, with some investors believing we're at the start of the next bull market. Given the excitement surrounding artificial intelligence (AI) in recent months, investors wondered about the accelerating adoption of AI and what impact it might have on cloud growth...
Continue ReadingWeâre hold-rated on Alphabet Inc. aka Google after the better-than-expected Q2 2023 earnings results. Click for our updated GOOG thesis after the Q2 earnings...
Continue ReadingThe two powerful Senators argue that what Washington needs to oversee technology giants in the years ahead is an entirely new agency...
Continue ReadingFutures rose, especially techs, thanks to Meta Platforms. Solar IPO Nextracker soared, while Chipotle tumbled amid an earnings flood. GDP and other key economic data are on tap...
Continue ReadingThe popular narrative is that Microsoft's ChatGPT-driven Bing would somehow kill Google Search. Read why that may not be the case...
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