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Tracking Philippe Laffont’s Coatue Management Portfolio – Q1 2024 Update

Coatue Management's 13F portfolio value increased from $23.84B to $25.50B this quarter. Find out more about Phlippe Laffont's holdings and trades for Q1 2024...

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AAPL AMZN GOOGL

Mar Vista Q1 2024 Global Portfolio Strategy Commentary

Mar Vista’s Global strategy returned +6.52% net in Q1'24 vs. MSCI World Net Index's return of +8.85%. Click here to read the full letter...

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AAPL GOOGL MSFT

Apple: Upgrading iPhone For AI Is An Option, Not An Obligation

Apple’s stock is trading at premium valuations, despite the current growth deceleration. AAPL stock surged more than 12% after WWDC 2024. Read more here...

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AMZN GOOGL

Argosy Investors – Endava: Now Is An Interesting Time To Add DAVA

We believe right now is an interesting time to add to our investment in Endava. Click here for our investment thesis on DAVA stock...

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GOOGL

Google to invest another $2.3 billion into Ohio data centers

Google will invest an additional $2.3 billion to support three data center campuses in central Ohio, the company announced Tuesday. The tech giant has centers in New Albany and Lancaster and one under construction in Columbus to help power its services such as search, Gmail, maps, cloud and YouTube for users around the world. The latest investment is in addition to the $4.4 billion that Google has spent in central Ohio since 2019...

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GOOGL

AI search startup Genspark raises $60 million in seed round to challenge Google

Genspark, an artificial intelligence search startup founded by former Baidu executives, has raised $60 million in an oversized seed funding as it joins a series of challengers to take on Google's dominance in the search market. The funding is led by Singapore-based fund Lanchi Ventures and valued the startup, currently without revenue, at $260 million. Lanchi Ventures, formerly BlueRun Ventures China, rebranded last year to distance itself from its Silicon Valley origin BlueRun Ventures...

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GOOGL

How Amazon Prime’s ad-supported tier impacts competitors

With Amazon Prime Video (AMZN) offering an ad-supported version of its streaming service, its competitors' abilities to negotiate with advertisers have become potentially strained. Yahoo Finance Senior Reporter Alexandra Canal joins Catalysts to break down trends in the current streaming landscape and what it means for consumers. Catch Yahoo Finance's full interview with Disney (DIS) President of Global Advertising Rita Ferro from the Cannes Lions International Festival of Creativity. Keep up to date with all of Yahoo Finance's Cannes coverage. For more expert insight and the latest market action, click here to watch this full episode of Catalysts. This post was written by Nicholas Jacobino...

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GOOGL MSFT

Coursera: A Good Contrarian Buy

Coursera has good revenue and margin growth prospects and a reasonable valuation. Find out why COUR stock is a contrarian Buy...

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GOOGL

The Zacks Analyst Blog Highlights Byrna Technologies, CareCloud, American Superconductor, Alphabet and NVIDIA

Byrna Technologies, CareCloud, American Superconductor, Alphabet and NVIDIA are part of the Zacks top Analyst Blog...

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Nvidia ‘in the driver’s seat’ as Citi raises S&P target but cautions on market pullback

Looking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results...

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