Microsoft accuses Google of shadow campaigns. DOJ throws wrench into J&J bankruptcy plan to settle talc suits. Campbell's wants your home to smell like mashed potatoes all year long...
Continue Reading‘Expectations are high. These names carry significant weight across the broader market,’ Ido Caspi, research analyst at Global X ETFs, told Barron’s...
Continue ReadingParnassus Core Equity Fund (I) returned 5.50% (net) for the quarter, slightly underperforming the S&P 500 Indexâs 5.89%. Click here to read the full fund letter...
Continue ReadingOakmark U.S. Concentrated Strategy finished higher during Q3 2024, with 10 of 11 GICS sectors posting positive returns. Click here to read the full fund letter...
Continue ReadingArtificial intelligence will likely be a major theme in the upcoming set of corporate earnings, just as it has been in the past few quarters. The AI investment cycle looks to be here to stay. In the June quarter, megacaps such as Apple Meta Microsoft Amazon and Alphabet didn’t have typical stock reactions...
Continue ReadingAlphabet earnings are here, and Wall Street is keeping a close eye on what it has to say about search and spending. The Google parent is scheduled to report third-quarter earnings after the stock market closes on Tuesday. One of the biggest metrics investors will be watching is search, and Wall Street expects the company to report search revenue of $49.02 billion...
Continue ReadingRevenue from non-US sources dipped among a group of S&P 500 companies in the second quarter of 2024, according to an S&P Global Market Intelligence analysis...
Continue ReadingGoogle parent and Zacks Rank #2 (Buy) stock Alphabet (GOOGL) will report Q3 earnings Tuesday. Stock Strategist Andrew Rocco explains what you need to know...
Continue ReadingBaron Fifth Avenue Growth Fund (I) gained 3.6% during the third quarter vs. gains of 3.2% for R1KG and 5.9% for SPX. Click here to read the full commentary...
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