FLTW is a fund with high exposure to technology stocks benefiting from technological megatrends but currently trading at an expensive valuation. See more here...
Continue ReadingWe also talk about the Supermicro drama...
Continue ReadingAnalysts weigh in on Dell Technologies, Shake Shack, Gibraltar Industries, Alphabet, and Camping World Holdings...
Continue ReadingToday's Research Daily features new research reports on 16 major stocks, including Alphabet Inc. (GOOGL), Booking Holdings Inc. (BKNG) and Union Pacific Corporation (UNP), as well as a micro-cap stock NVE Corporation (NVEC)...
Continue ReadingTheory Ventures has raised $450 million for its second fund, according to securities filings viewed by Fortune...
Continue ReadingWe recently compiled a list of the Jim Cramer on AMD and Other Stocks. In this article, we are going to take a look at where Alphabet Inc. (NASDAQ:GOOGL) stands against the other stocks Jim Cramer is talking about. Jim Cramer, the host of Mad Money, expressed concerns about the impact of rising bond yields on […]...
Continue ReadingThe tech giant’s chief scientist Jeff Dean was reportedly dressed as a starfish...
Continue ReadingMultiple analysts rerated Uber Technologies, Inc (NYSE:UBER) after Thursday’s quarterly print amid an exciting earnings season. The ride-hailing giant reported fiscal third-quarter 2024 revenue growth of 20% to $11.188 billion, topping the analyst consensus of $10.97 billion. Revenue from Mobility grew to $6.41 billion, up 26%. Delivery was $3.47 billion, up 18%, and Freight was $1.31 billion, up 2%. Also Read: Nvidia’s Run:ai Acquisition Draws European Regulatory Scrutiny On Competition Concern...
Continue ReadingJim Cramer, the well-known stock market commentator, set social media buzzing this week after he tweeted about Reddit’s stellar earnings report, putting it on par with Google’s results. Cramer acknowledged that it’s difficult to determine which of the two tech behemoths made more money, referring to Reddit’s revenues as “amazing.” Considering Google’s dominance in the tech industry, this is quite the endorsement. It's tough to tell which one is better -Reddit or Google. I am not kidding, Reddit...
Continue ReadingArtificial intelligence (AI) has been at the top of investors' minds amid the third quarter earnings season as "Magnificent Seven" names like Meta Platforms (META), Microsoft (MSFT), and Amazon (AMZN) bring capital spending into focus. Morning Brief Hosts Seana Smith and Brad Smith sit down with Nina Schick, an author, adviser, and speaker specializing in generative AI, to discuss what's going on in the AI space. "The fundamental point here is that we really are moving toward a platform shift in the sense that we are moving from the age of information to the age of intelligence," Schick says, adding, "If we really are to bring to light some of these kind of capabilities that have been promised by artificial intelligence, guess what? It requires a lot of big infrastructure spend." Watch the video above for more on Schick's insights on AI competition among Big Tech players, the importance of AI infrastructure, and more, watch the video above. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Naomi Buchanan...
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