Learn insights on Alphabet Inc.'s growth potential with OpenAI's GCP collaboration, Waymo's robotaxi lead, and Q2 2025 earnings forecasts. Click for my GOOG update...
Continue ReadingPipefy has entered into a strategic partnership with Oracle to accelerate the adoption of generative AI across large-scale enterprises, particularly in the telecommunications and financial services sectors. As part of this collaboration, Pipefy, leveraging Oracle's secure and scalable cloud infrastructure, is delivering automation solutions that connect people, data, and decisions using AI agents in regulated environments. This alliance emphasizes not only technological integration but also a.....
Continue ReadingWhy investing for the long run, especially if you buy certain popular stocks, could reap huge rewards...
Continue ReadingGoogle stock has been lagging the performance of other large-cap technology stocks, but it's still near a buy point ahead of its Q2 report...
Continue ReadingAlphabet Inc. is a Strong Buy amidst AI competition. Learn about its unique AI strengths, data moat, and undervalued market position. Click for my GOOG update...
Continue ReadingInvestment management company Vulcan Value Partners recently released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The firm does not focus on short-term outcomes, whether positive or negative, and believes it can enhance the potential long-term returns and reduce risk. In the quarter, the Large Cap Composite returned 7.0% net of […]...
Continue ReadingThe US ‘Magnificent Seven’ have pulled far ahead of Europe’s corporate giants, driven by massive AI growth. While US tech surges, Europe’s top firms—mostly in traditional sectors—struggle to keep pace in the new innovation-driven economy.View on euronews...
Continue ReadingThese three stocks are all pushing artificial intelligence forward, but they trade at great values...
Continue ReadingA pact announced Thursday calls for Uber to invest $300 million in Lucid and buy at least 20,000 robotaxis from the company over six years...
Continue ReadingNEW YORK (Reuters) -The industrial sector has led the way for U.S. equities during a topsy-turvy year on Wall Street, but its strength will be tested as earnings season heats up. S&P 500 industrials, which include aerospace companies, electrical equipment and machinery makers, transportation firms and building products companies, have gained 15% so far in 2025. Momentum for the industrials sector and the broader market will be in focus with a heavy upcoming week of second-quarter earnings, which includes reports from more than one-fifth of the S&P 500, led by Alphabet and Tesla, the first of the "Magnificent Seven" megacap tech and growth companies to report...
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