Tag GOOGL
HashiCorp declined about 45% since our sell rating in May 2022 and underperformed S&P 500 by 58%. Read we are upgrading HashiCorp to a Hold here...
Continue Reading
Domestic equities were little changed during the recent period between Index selection dates (October 12, 2023 to November 9, 2023, the âPeriodâ)...
Continue ReadingAs is often the case, observers continue to argue about whether the AI story is based on something substantial, or yet another in a never-ending parade of effervescent bubbles...
Continue ReadingGabelli Funds' 13F portfolio value declined 7% in Q3 2023. Read more to learn about increased and decreased positions...
Continue Reading
AI impact on social media and internet search companies. Will established big tech names be disrupted or boosted by AI? Click here to read more...
Continue ReadingThe Magnificent Seven has led the market higher throughout 2023 and are responsible for most of the gains in S&P 500 and NASDAQ YTD. Read more here...
Continue ReadingAs competition with Microsoft and Amazon heats up, let's pose a question to Google Bard: Is Google stock a buy now?...
Continue ReadingIn this article, we discuss Philippe Laffont and his top 10 stock picks. If you want to read about some more stocks in the Laffont portfolio, go directly to Philippe Laffont Stock Portfolio: 5 Top Stock Picks. Technology-focused hedge funds with big positions in firms like NVIDIA Corporation (NASDAQ:NVDA), Meta Platforms, Inc. (NASDAQ:META), and Amazon.com, […]...
Continue ReadingAs woes mount at Alibaba Group Holding, long the standard-bearer of China tech, investors may have a better option— Baidu stock. Hailed as China’s answer to Google, Baidu’s (ticker: BIDU) core business is in online search and advertising—but, of late, its push into artificial intelligence has hogged the spotlight. Baidu’s Ai business spans cloud computing, driverless taxis, and a ChatGPT competitor called Ernie...
Continue ReadingZoom Video Communications (NASDAQ: ZM) posted its latest earnings report on Nov. 20. For the third quarter of fiscal 2024, which ended on Oct. 31, the video conferencing company's revenue rose 3% year over year to $1.14 billion and exceeded analysts' expectations by $20 million. Zoom's stock barely budged after the report, and it remains nearly 90% below its all-time high...
Continue Reading