Nvidia earnings soared and revenue tripled, with the AI chip leader guiding up again, but is that enough for NVDA stock?...
Continue ReadingAs the streaming leader taps machine learning and global content, Netflix stock closes in on a fresh breakout...
Continue ReadingAs a reminder, the companies are Meta Platforms, Amazon, Apple, Netflix, and Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). Alphabet tops my list. After the company's latest earnings report, some investors are fearing that Alphabet's cloud business has been losing market share...
Continue ReadingThe chip maker admits China restrictions will take a toll, but booming AI demand elsewhere should offset it...
Continue ReadingThe company may be called Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG), but ask most people what comes to mind first when the company is mentioned and Google will be their response. Google and its search engine are a force in the world (91% market share globally) and it has become so ingrained in our culture that Webster's includes official words in its dictionary like "Googled," "Googling," and even "Googleable." Google Search provides a ton of Alphabet's revenue -- $44 billion last quarter, which is 57% of total sales...
Continue ReadingYou may be grateful for family, friends, and many other things this Thanksgiving. And if you invest over the long term, you might also be thankful for the resilience of some of your investments or what they've brought you over time...
Continue ReadingA trio of spots following the Radio City Rockettes as they prepare to perform live show off AI-powered features on Google’s Pixel 8 smartphone...
Continue ReadingUnder Armour's struggles are possibly ending, as a better technical and fundamental outlook suggest a compelling buy opportunity. Click here to read...
Continue ReadingArgosy Investors ended Q3 2023 with 38.6% of the portfolio in cash and short-term government bonds. Click here to read the full fund letter...
Continue ReadingThe market reaction to generative artificial intelligence over the past year implies that investors already know how this revolution will play out. But not so fast...
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