Cerence is a global provider of virtual assistance solutions for automotive industry. Read more to see CRNC's growth tailwinds, risks and my PT for the stock...
Continue ReadingIn the vast swath of tech innovation that is artificial intelligence, Microsoft has just plonked down a major stake in the ground...
Continue ReadingListen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Stitcher and Spotify...
Continue ReadingRecently, Alphabet stock dipped 2.5% on a day when the NASDAQ-100 fell a mere 0.18%. See why I'll be buying GOOG stock even it dips after earnings...
Continue ReadingTodayâs show focuses on the catalyst watch for the week of January 29. Seeking Alpha Senior Managing Editor, Kim Khan talks about the upcoming FOMC meeting, Alphabet and recession...
Continue ReadingPre-COVID, the trend was clear for e-commerce. Moving forward, does e-commerce return to its pre-COVID trend? Click here to find out...
Continue ReadingWhen based on present fundamentals, Tesla, Inc. is priced for growth and appreciation, as we anticipate 20% upside. Click here for our unique take on TSLA...
Continue ReadingA large position has been taken in Snowflake at Joel Greenblatt's Gotham Asset Management. SNOW has also been held at Berkshire Hathaway since its IPO. Read more here...
Continue ReadingAmazon is acquiring iRobot Corporation at $61 per share. Deal is subject to a second request by FTC. Click here for our take on this AMZN deal with IRBT...
Continue ReadingGoogle is now priced at ~13x FW pretax earnings when adjusted for its cash position. Click here for our analysis of GOOG stock and its prospects...
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