The London Company, an investment management company, released “The London Company Large Cap Strategy” first quarter 2023 investor letter. A copy of the same can be downloaded here. In the first quarter, the fund returned 2.7% gross, (2.6% net) compared to a 7.5% increase in the Russell 1000 Index. Both Stock Selection and sector allocation affected […]...
Continue ReadingThe large tech companies offer the safest way to invest in the growth of AI while still realizing market-beating returns. Microsoft (NASDAQ: MSFT) and Google's parent company Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) are great AI stocks to consider. Microsoft share prices are up 40% year to date, while Alphabet stock jumped 35%...
Continue ReadingWatch the pace of job creation in the jobs reports. Amidst AI complacency and a calm market, there could be some macroeconomic surprises...
Continue ReadingGet the lowdown on why the tech stalwart's stock seems ripe for a split, and the impact it could have on your investment strategy...
Continue ReadingBooming demand for artificial intelligence has driven the market higher so far in 2023 and it's just the beginning...
Continue ReadingAdvertisers aren't sure you're really listening. This week, a study by advertising research firm Adalytics said that video ads appearing on.....
Continue ReadingThere are some companies putting âAIâ in their names, but it is not yet a huge number and they have real business reasons for doing so...
Continue ReadingThe company said it would remove the links in its search function for Canadian users once a new national law takes effect that compels digital platforms to compensate domestic media outlets...
Continue ReadingApple continues to hit new all-time highs as analysts expand valuation multiples. Is this move higher warranted? Click here to read our take on AAPL stock now...
Continue ReadingGoogle said Thursday it will remove links to Canadian news on its platforms across Canada after a new law that forces digital giants to compensate media outlets for content they share or otherwise repurpose comes into force. The tech giant said it will remove Canadian news links from Google News — a personalized aggregator service available by web or app that highlights local news — and from Google Discover, a feature on mobile phones that helps people find content. Only Canadian news will be blocked, so Canadian users will still be able to see content from outlets like Fox News or BBC, for example...
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