We believe shares of Alphabet are significantly undervalued at less than 12x our estimate of normalized earnings. Click here for our GOOG/GOOGL thesis...
Continue ReadingFor Q1 2025, Aristotle Capitalâs Value Equity Composite posted a total return of 0.78% (gross) and 0.73% (net). Click here to read the full commentary...
Continue ReadingWe recently published a list of 10 AI Stocks to Watch Now. In this article, we are going to take a look at where Alphabet Inc. (NASDAQ:GOOGL) stands against other AI stocks to watch now. The trade war between two of the world’s biggest economies, China and the US, is deepening even further. In a […]...
Continue ReadingTech stocks tumbled late Thursday afternoon with the Technology Select Sector SPDR Fund (XLK) fallin...
Continue ReadingAlphabet or RDDT, which digital advertising stock is a better pick in the growing digital advertising domain?...
Continue ReadingCiti cut Alphabet's price target to $195 from $229 but reiterated its Buy rating...
Continue ReadingThe spigot of money flowing into artificial intelligence is still very much on, despite the uncertainty around tariffs and the economy. Tariffs have muddied the future of the global economy and remain a wildcard despite President Trump’s temporary backing-down Wednesday. Only a significant economic slowdown caused by trade disruptions would truly force them to reconsider...
Continue ReadingAlphabet (NasdaqGS:GOOGL) experienced a notable price move of 5% over the last week, highlighting resilience amidst turbulent market conditions. During the same period, major indices like the Dow and Nasdaq faced significant declines of 4% and 6%, respectively. The improvements in Bentley Systems’ asset analytics capabilities and Shirofune’s integration with Google technologies could be relevant due to Alphabet's continued investment in its vast tech ecosystem. These developments may have.....
Continue ReadingThe "Magnificent Seven," made up of Nvidia (NVDA), Alphabet (GOOG, GOOGL), Tesla (TSLA), Microsoft (MSFT), Amazon (AMZN), Meta (META), and Apple (AAPL), added over $1.8 trillion to their market capitalizations during the tariff pause–fueled stock rally on Wednesday. In this episode of Stocks in Translation, podcast host Jared Blikre dives deeper into the latest price action for large-cap tech names. Catch more Stocks in Translation here, with new episodes every Tuesday and Thursday. To watch more expert insights and analysis on the latest market action, check out more Catalysts here...
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