Markets rose and then sold off after the Jobs Report. Winning sectors and buys; sectors to avoid include information technology...
Continue ReadingListen on the go! A daily podcast of Wall Street Breakfast will be available this morning. on Seeking Alpha, iTunes, Stitcher and Spotify...
Continue ReadingAfter a strong January, where benchmark U.S. stock indices had their best starts to a year in recent memory, investors were decidedly less cheery in February...
Continue ReadingGoogle has 2 opportunities to show investors that it deserves a higher market valuation. Read more about GOOG here...
Continue ReadingWith the end of earnings season is in sight, Yahoo Finance Live's "After the Quarter" special breaks down some of the top themes of the quarter. ChatGPT's success has a lot of companies, including Alphabet (GOOGL) and Salesforce (CRM), jumping on the artificial intelligence bandwagon. Click here to see what Will Summerlin of Ark Invest's top A.I. picks are. We also heard a lot about the struggling consumer from retailers like Macy's (M), Lowe's (LOW), and Best Buy (BBY). To check out Jefferies' Corey Tarlow's top picks in the retail space, click here. Be sure to check out Josh Schafer's superlatives (Who was the life of the party? Who was the class clown?) and Alexandra Canal's list of spiciest earnings calls. Key video moments 00:00:00 Biggest takeaways 00:05:30 Earnings season scorecard 00:08:20 Earnings season winners & losers 00:11:44 Earnings superlatives: Life of the party 00:14:20 Earnings theme: A.I. 00:18:47 A.I. winners & losers 00:20:00 Earnings superlatives: Class clown 00:22:33 Earnings theme: Retail winners & losers 00:26:44 Retail stock battle 00:30:18 Earnings superlatives: Most likely to succeed 00:31:57 Earnings theme: Tech layoffs 00:34:36 Earnings superlatives: Most changed 00:36:55 Spiciest earnings call moments 00:42:15 Earnings superlatives: Class couple 00:44:51 Earnings season vibe check...
Continue ReadingAfter a week that included jobs data, Fed chatter and a massive bank failure, let's take stock of what happened, and how it affected the portfolio...
Continue ReadingAlphabet Inc's Google will stop blocking news articles from some Canadian users' search results on March 16, a company executive told a Canadian parliamentary panel investigating the tech firm on Friday. Last month, Google started testing limited news censorship as a potential response to a Canadian government bill that aims to compel online platforms to pay publishers in Canada for news content. Google has claimed that the test is like thousands of other product tests the company conducts on a regular basis...
Continue ReadingA high free cash flow allows for more growth opportunities, consistent dividend payouts, and the ability to pay off debt easily. Who doesn't find that exciting?...
Continue ReadingA U.S. federal judge on Friday rejected a bid by Alphabet Inc's Google to move a Justice Department lawsuit against it over dominance in advertising technology from Virginia to New York. "I am going to rule against you," Judge Leonie Brinkema told an attorney for Google...
Continue ReadingA judge has rejected a request from Google to transfer a federal antitrust lawsuit against it from Virginia to New York. The ruling Friday from U.S. District Judge Leonie Brinkema is a victory for the Justice Department and several states, including Virginia, that sued Google earlier this year and wanted to keep the case in the commonwealth. The lawsuit alleges that Google holds a virtual monopoly in online advertising that works to the detriment of consumers...
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