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Continue ReadingGoogle should fear Microsoft's AI capabilities, warns Kevin O'Leary...
Continue ReadingI recently funded three IRAs, each devoted to particular types of investments. Check out an overview of my account devoted to high-growth stocks...
Continue ReadingAlibaba is aggressively expanding its cloud computing footprint beyond China as growth slows. Find out why I rate BABA stock a buy...
Continue ReadingTWLO's moat grew stronger, with many companies racing to integrate ChatGPT-like capability into their tech offerings. Click here to read my analysis...
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 ReadingToast's Q4 earnings results and 2023 guidance were slightly disappointing. Check out why we are maintaining our Buy rating on TOST stock now...
Continue ReadingAkre Capital Management's 13F portfolio value decreased from $11.34B to $11.06B this quarter. Click here for a detailed analysis...
Continue ReadingCongress overhauled disclosure rules for federal judges last April to bolster public confidence that judicial decisions haven’t been tainted by secret financial considerations. But the new law does not undermine longstanding precedent that allows judges to invest in index funds without worrying about the funds’ ownership of shares in public companies, according to a ruling on Wednesday from U.S. District Judge Yvonne Gonzalez Rogers of Oakland, California. In notably fiery language, Rogers denied a recusal motion by patent holder Cellspin Soft Inc, which argued that the judge had a financial stake in Alphabet Inc through her husband’s jobs -- formerly as a partner at McKinsey & Company Inc and then as a contract partner for venture capital firm Ajax Strategies -- and through her multimillion-dollar investment in two broad-based Vanguard index funds...
Continue ReadingAlphabet Inc's Google, Facebook parent Meta Platforms Inc and Twitter face stricter EU online content rules according to monthly user numbers published by the companies on Thursday which exceeded the EU threshold. The European Commission had given online platforms and search engines until Feb. 17 to publish their monthly active users. Twitter said it has 100.9 million average monthly users in the EU, based on an estimation of the last 45 days...
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