The conventional wisdom is that Microsoft (NASDAQ: MSFT) could be mounting a serious threat to Alphabet's (NASDAQ: GOOG) (NASDAQ: GOOGL) dominance in search. Microsoft integrated OpenAI's ChatGPT chatbot into a new version of the Bing search engine. Google Search still hasn't launched its generative AI product called Bard for widespread use...
Continue ReadingAre you thinking about beginning to invest in the stock market but don't have a lot of extra money to get started? In recent years, discount stock brokerages chased each other to the bottom in an attempt to gain market share. If you have an extra $200 that you won't need to pay bills or cover an unforeseen emergency, you could buy shares of these two exceptional growth stocks...
Continue ReadingAlibaba CEO Daniel Zhang highlighted that Alibaba Cloud is 'of extreme strategic importance.' Click here to read my analysis of BABA stock...
Continue ReadingDuring Q4, Baron Opportunity Fund dropped 4.54% (Institutional Shares), underperforming the Russell 3000 Growth Index. Click here to read the full fund letter...
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Continue ReadingDespite disappointing stock market performances, billionaires keep buying these growth stocks like there's no tomorrow...
Continue ReadingESPN could become a differentiated stand-alone segment, building upon Bob Chapek's previous roadmap for a diversified streaming portfolio. Click here to read more...
Continue ReadingAlphabet is one of the all-time greats in business history, growing revenues and profits at exceptional rates. Read more about GOOG here...
Continue ReadingThe last time we covered ETG, the discussion was centered on the distribution cut. Now that the dust has settled, the fund's valuation moved further to a discount. Read more here...
Continue ReadingThe arrival of ChatGPT hammered Alphabet and worse may be ahead as revenue effects sink in. Check out why I rate GOOG stock a Sell here...
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