XLC is heavily weighted towards megacaps like GOOG, META, and NFLX, which command 35% of the portfolio, making their fundamentals and technicals crucial. Read more here...
Continue ReadingA tariff-induced tumble for the Dow, S&P 500, and Nasdaq Composite paves the way for opportunistic investors to buy shares of phenomenal businesses at a discount...
Continue ReadingThe ClearBridge Appreciation Strategy outperformed the benchmark S&P 500 Index in Q1 2025. Click here to read the full letter...
Continue ReadingAlphabet's core services and cloud segment continue to exhibit robust growth and profitability. Read why I reiterate my Buy rating on GOOG stock...
Continue ReadingAlphabet Inc. (GOOG) reachead $146.58 at the closing of the latest trading day, reflecting a -1.78% change compared to its last close...
Continue ReadingIn the closing of the recent trading day, Alphabet (GOOGL) stood at $144.70, denoting a -1.4% change from the preceding trading day...
Continue ReadingInstagram head Adam Mosseri says the company is looking to improve the app's search functionality, admitting this is an area where Instagram could do more to compete. The remarks, made on a recent episode of the "Build Your Tribe" podcast, come at a time when younger Gen Z users often turn to social apps like TikTok for answers, instead of using traditional search engines. Instagram is in that mix, too, of course, but it knows its position could be stronger. "We're … starting to invest more in s...
Continue ReadingLawmakers question whether cloud giants' deals with AI startups could hurt competition and lead to higher prices...
Continue ReadingHow Google Used AI to Re-Create ‘The Wizard of Oz’ for the Las Vegas Sphere...
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