Google's Q4 2024 revenue will likely benefit from AI innovations, 30%+ Google Cloud growth, and over $50B in YouTube subscription revenue over the last 12 months. Read more here...
Continue ReadingFinancial writer discusses Alphabet Inc.'s recent high stock surge, concerns about DoJ headwinds, and the need for stock consolidation...
Continue ReadingGoogle's DeepMind spinoff Isomorphic Labs expects clinical trials of drugs designed using AI to start late this year...
Continue ReadingFiduciary Management have released their FMI Focused Global Equity Q4 2024 quarterly review. Click here to read the full commentary...
Continue ReadingAdobe is integrating AI into most of their offerings that are now all going subscription/cloud based. Learn more about ADBE stock here...
Continue ReadingTrump's pro-AI stance will drive massive electricity demand, benefiting fossil fuels and renewables. Read why it is a buying opportunity in clean energy stocks...
Continue ReadingFiduciary Management have released their FMI All Cap Equity Q4 2024 quarterly review. Click here to read the full commentary...
Continue ReadingFiduciary Management have released their FMI Large Cap Equity Q4 2024 quarterly review. Click here to read the full commentary...
Continue ReadingAmazon's Q4 is poised to benefit from strong AWS growth in generative AI and robust holiday sales, but capacity constraints and proprietary tools create long-term risks. Read more here...
Continue ReadingCyclical sectors, such as consumer discretionary, financials and technology, outperformed defensive sectors. Read more here...
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