The first quarter of 2023 saw continued strong performance across most of the fund, but this strength was offset by the decline in our long-time fund holding First Republic Bank...
Continue ReadingMicrosoft and Google are competing to take the lead in artificial intelligence — a battle sparked by the launch of ChatGPT...
Continue ReadingMeta will report its first-quarter earnings on Wednesday as the company is in the midst of a wave of cost-cutting efforts...
Continue ReadingGoogle's recent Q1 results showed strong results especially in Google Cloud. Click for our review of the GOOG Q1 earnings report...
Continue ReadingAlphabet earnings call: The AI promise at Google, and improving YouTube. Microsoft's Nadella wants to 'grab the opportunity' from AI. Ryanair likely to cut schedule into summer...
Continue ReadingCould AI benefit or harm Alphabet's Search engine? That's what investors are attempting to figure out. Alphabet is fighting two fights. Read more on GOOG here...
Continue ReadingGoogle Search is still growing, but YouTube ads was down YoY for three consecutive quarters now. Google Cloud became profitable for the first time...
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