See why Alphabet Inc. is a strong buy in 2025 with Google's thriving core businesses, promising growth areas, and an attractive valuation. Click for my GOOG update...
Continue ReadingHarvest Portfolio Management chief investment officer and Wall Street Beats partner Paul Meeks is on a self-described tech stock buying strike. Meeks joins Wealth with Julie Hyman to explain why, discuss macro conditions, examine the tech landscape, and more.To watch more expert insights and analysis on the latest market action, check out more Wealth here...
Continue Reading(Bloomberg) -- In a quarter marred by tariff uncertainty, US government spending cuts and the threat of recession, it is fears about a bubble brewing in artificial intelligence that have dealt the latest blow to the Nasdaq 100.Most Read from BloombergWhat Frank Lloyd Wright Learned From the DesertGold-Rush Fever Returns to Historic New Zealand Mining TownBank Regulators Fight for Desks as OCC Returns to New York TowerLondon Clears Final Hurdle for More High-Speed Trains to EuropeLocal Government...
Continue ReadingUS tech companies will be most adversely impacted by deglobalization, leading to declining returns and lower valuations. Read more to see my thoughts...
Continue ReadingOn one hand, Nvidia dominates the AI market and has established an impressive track record of revenue growth. In this case, let's look at something billionaire investor Ole Andreas Halvorsen did in the fourth quarter of last year. As disclosed on his 13F form -- a required filing for mangers of more than $100 million in securities -- Halvorsen significantly cut his position in Nvidia and loaded up on a big Nvidia AI customer...
Continue ReadingHow Google Could Go the Way of Kodak...
Continue ReadingApple's financial strength, brand loyalty, and innovation-led growth make it a resilient, defensive tech stock amid high-interest rates. See more on AAPL stock...
Continue ReadingHere's what could happen next to Alphabet shares,...
Continue ReadingAlphabet Inc.'s search dominance faces challenges from AI competition and ad struggles. Click for why GOOGLâs rhetoric about being an AI company is unrealistic...
Continue ReadingDisruption is always a fear of technology investors, for good reason. Now, chatbots using artificial intelligence are beginning to shake up internet search, a field dominated by Google. “Alphabet [is] down 25% from recent highs [and is] still ‘cheap’ for a reason,” wrote Reitzes in a Monday report...
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