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Tracking Terry Smith’s Fundsmith 13F Portfolio – Q3 2024 Update

Fundsmith’s 13F portfolio value increased from $24.54B to $25.28B in Q3 2024. Check out the major stake increases and notable holdings...

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GOOGL

Fake Nobull sportswear sites top Google searches

Fake sites for sportswear firm Nobull are conning shoppers into handing over money to scammers are featuring in the top results of Google ahead of Christmas...

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GOOGL

Conventum – Alluvium Global Fund’s View on Alphabet (GOOG) is Unchanged. Here’s Why

Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” third-quarter 2024 investor letter. A copy of the letter can be downloaded here. The equity market continued its rally in the third quarter. The Fund was up 4.3%, 8.7% and 4.6% in EUR, USD and AUD terms, in the quarter. In […]...

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GOOGL

Google’s video generator comes to more customers

Google's video generator is coming to a few more customers — Google Cloud customers, to be precise. On Tuesday, Google announced that Veo, its AI model that can generate short video clips from images and prompts, will be available in private preview for customers using Vertex AI, Google Cloud's AI development platform. Google says that the launch will enable one customer, Quora, to bring Veo to its Poe chatbot platform, and another, Oreo owner Mondelez International, to create marketing content...

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GOOGL

Alphabet (GOOG) Fell on a Legal Setback

Mar Vista Investment Partners, LLC, an investment management company, released the “Strategic Growth Strategy” third quarter 2024 investor letter. A copy of the letter can be downloaded here. The U.S. stock market had another successful time in the third quarter of 2024, with the S&P 500® Index growing for the fourth consecutive quarter, which hasn’t happened […]...

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GOOGL

Meta Platforms: The Clock Is Ticking On This Opportunity

Meta Platforms, Inc. shows a strong growth potential despite risks like Reality Labs losses and regulatory challenges. Find out why META remains a Buy...

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Harding Loevner Global Developed Markets Equity Q3 2024 Report

Global markets advanced during the third quarter of 2024, with all regions posting gains. Click here to read the full commentary...

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GOOGL

Should You Sell Alphabet (GOOG) Now Amid Google Chrome Worries?

We recently published a list of Top 10 AI Stocks on Investors’ Radar These Days. In this article, we are going to take a look at where Alphabet Inc. (NASDAQ:GOOG) stands against other top AI stocks on investors’ radar these days. The debate around AI systems hitting a “data wall” or plateau is heating up […]...

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GOOGL

Microsoft faces UK lawsuit over cloud computing licences

Microsoft faces legal action in Britain over a claim that thousands of businesses using cloud computing services provided by Amazon, Google and Alibaba could be paying higher licence fees to use Windows Server software. Competition lawyer Maria Luisa Stasi filed a case at the Competition Appeal Tribunal on Tuesday, claiming that British businesses and organisations could collectively be owed more than 1 billion pounds ($1.27 billion) in compensation. "Put simply, Microsoft is punishing UK businesses and organisations for using Google, Amazon and Alibaba for cloud computing by forcing them to pay more money for Windows Server," she said...

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GOOGL

These Words From Alphabet’s Sundar Pichai May Eliminate One of Nvidia’s Biggest Risks

Nvidia (NASDAQ: NVDA) has taken its spot center-stage in the high-growth artificial intelligence (AI) market thanks to its innovations. Along with this, Nvidia also has built an entire portfolio of AI products and services to serve customers along their AI path. This AI focus has translated into several quarters of triple-digit earnings growth for Nvidia -- and a share price that has soared 2,400% over the past five years...

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