Metaâs successful performance in Q4 has undermined the bearish thesis. See why we recommend a buy on META stock...
Continue ReadingDell Technologies Inc will eliminate about 6,650 jobs, or 5% of its global workforce, the company said on Monday, as the PC maker grapples with falling demand and braces for economic uncertainty...
Continue ReadingGoogle has multiple accounting tailwinds at its back. Click here to read three tailwinds that should help position GOOG stock for success...
Continue ReadingGoogle's disappointing F4Q2022 financial results are consistent with the challenging long-term outlook. See why we are downgrading GOOG stock to a Hold Rating...
Continue ReadingGoogle submitted its Q4â22 earnings on Thursday. Googleâs advertising revenues actually declined year over year. Click here to see our take on GOOG stock...
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 ReadingGoogle stock remains an attractive investment opportunity as the company continues to perform well. Click here to read my earnings analysis of GOOG stock...
Continue ReadingGoogle Q4 2022 results were mixed, as indicated by the volatile GOOG share price, but we believe our investment case is progressing. Click here for more on GOOGL...
Continue ReadingAfter an extraordinary tough 2022, January 2023 was jubilant and a great month for bulls. Read more here...
Continue ReadingGoogle's Q4 FCF was $16.02 billion (21% of revenue). It ended 2022 with $113.762 billion in cash. Read why investors should look at Google shares on any dip...
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