BMO cut its estimates for GOOG's search revenue and reduced its overall sales estimates for the company.
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April 17 - Market Movers, News
Alphabet generated $25 billion of free cash flow last quarter, and it's growing by double-digit percentage levels year-over-year while its profit margins are "great," Harden said...
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April 17 - Market Movers, News
Reacting to Nvidia's (NVDA) recently announced writedown, Dan Niles, the founder and Portfolio Manager of Niles Investment Management, questioned why the company apparently ...
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April 17 - Market Movers, News
Wedgewood Partners, an investment management company, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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April 17 - Hedge Fund Investor Letters, News
"Google's (search engine) has never had to compete the way that it does now with younger generations jumping right into ChatGPT when they want to know something," Brown asserted...
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April 16 - Market Movers, News
Middle Coast Investing, an investment advisor firm, released its first-quarter investor letter. A copy of the letter can be downloaded here.
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April 16 - Hedge Fund Investor Letters, News
Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
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April 16 - Hedge Fund Investor Letters, News
The US stock market is showing volatility after President Donald Trump's recent announcement of sweeping 10% tariffs on all US trading partners and higher tariffs on countries...
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April 15 - Hedge Funds, News
Investment management company Vulcan Value Partners recently released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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April 15 - Hedge Fund Investor Letters, News
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” first quarter 2025 investor letter. A copy of the letter can be...
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April 15 - Hedge Fund Investor Letters, News
As we recently discussed in another article, growth stocks are massively overvalued and trading at significant premiums, which is why investment firms advise investors to concentrate...
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April 14 - Hedge Funds, News
The optimism around the United States economy over the past few months, largely due to the AI hype, has been dampened by recent measures undertaken by the Trump administration...
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April 12 - Hedge Funds, News
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) first quarter 2025 investor letter.
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April 11 - Hedge Fund Investor Letters, News
Dan Ives, a prominent tech analyst at Wedbush Securities, lowered his price target on Microsoft (MSFT) to $475 from $550 recently, citing his belief that spending on data centers...
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April 10 - Market Movers, News
GreensKeeper Asset Management, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
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April 10 - Hedge Fund Investor Letters, News
None of the internet stocks covered by JPMorgan will be immune from negative macro trends this year, according to the bank.
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April 8 - Market Movers, News
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” first quarter 2025 investor letter.
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April 8 - Hedge Fund Investor Letters, News
Meta (META), Alphabet (GOOG), and Salesforce (CRM) are potentially good buys in the current, volatile environment, Dryden Pence, the Chief Investment Officer and Co-Founder of...
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April 8 - Market Movers, News
Well-known investor Brad Gerstner recently told CNBC that he had bought Nvidia (NVDA) stock.
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April 7 - Market Movers, News
As per Fitch Ratings, the US tariffs are now at levels that continue to transform the global economic outlook, meaningfully increasing the US recession risks as well as constraining...
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April 7 - Hedge Funds, News
If Alphabet (GOOG,GOOGL) solves a huge problem that it's facing, GOOG stock's current levels will eventually be seen as "the steal of the century," LightFolio founder Landon Swan...
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April 7 - Market Movers, News
Joelle Pineau, who was the head of Meta's AI Research department for eight years, is leaving the company, CNBC reporter Deirdre Bosa noted today.
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April 3 - Market Movers, News
Aswath Damodaran from NYU Stern School of Business said in a recent program on CNBC that AI “buzzwords” are not boosting the market anymore as investors grow more concerned...
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April 2 - Hedge Funds, News
Jim Cramer in a latest program on CNBC talked about the winning sectors so far this year and said the trends show a "strange" pattern.
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April 2 - News
While we acknowledge the potential of META as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing...
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April 1 - Market Movers, News
CrowdStrike (CRWD) will benefit from the increased need for cybersecurity in the AI era, while Alphabet (GOOG,GOOGL) is getting a lift from its success in AI and its strong ad...
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April 1 - Market Movers, News
In the coming week, the resilience of the US stock market will be challenged as President Trump’s tariff plans and employment report reveal the actual condition of the economy...
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March 31 - Hedge Funds, News
The market will eventually start rallying again, Joe Tigay, the Principal of Equity Armor Investments recently told The Schwab Network.
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March 31 - Market Movers, News
Noting that Alphabet (GOOG) has a relatively low forward price-earnings ratio of 19 times while the shares' Relative Strength Index (RSI) has fallen below 40, Schwab Senior Options...
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March 31 - Market Movers, News
The current economic conditions with elevated interest rates have made debt-free stocks increasingly valuable to investors.
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March 31 - Hedge Funds, News
Quantum computing is the next AI and IonQ (IONQ) is the next Nvidia (NVDA), Sylvia Jablonski, the Chief Executive Officer and Chief Investment Officer of Defiance ETFs told CNBC...
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March 27 - Market Movers, News
The S&P 500 index started the week with a bang after staying under pressure for a few days.
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March 26 - News, Stock Analysis
Nvidia's market cap can surge from its current level of $2.8 trillion to $5 trillion, Ives stated.
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March 26 - Market Movers, News
Media companies are anticipating a stabilization in ad spending in 2025, along with potential growth for the platforms that offer live events and sports.
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March 22 - Hedge Funds, Industries, News
Two Sigma Investments, LP, a New York City-based hedge fund, is known for its advanced use of artificial intelligence, machine learning, and distributed computing in financial...
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March 22 - Hedge Funds, News
Established in 2018 by Gaurav Kapadia, XN Exponent Advisors LLC is based in New York and manages approximately $2.53 billion in 13F securities according to its latest filing for...
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March 21 - Hedge Funds, News
Ray Dalio, with over 50 years of experience, is arguably one of the most influential investors on Wall Street.
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March 20 - Hedge Funds, News
Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” fourth quarter 2024 investor letter.
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March 19 - Hedge Fund Investor Letters, News
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” fourth-quarter 2024 investor letter.
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March 19 - Hedge Fund Investor Letters, News
Fears of a slowing economy have hit stocks recently, along with concerns that Trump's tariffs will raise prices for consumers and lead to more inflation.
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March 17 - Hedge Funds, News
In finance, cognitive biases tend to affect investor decision-making, says Austin Barbosa, CFA, senior analyst in Client Portfolio Management at iA Global Asset Management.
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March 15 - Hedge Funds, News
Columbia Threadneedle Investments, an investment management company released its “Columbia Threadneedle Global Technology Growth Strategy” fourth quarter 2024 investor letter...
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March 11 - Hedge Fund Investor Letters, News
Mark Cuban is a well-known entrepreneur and television personality, recognized for his diverse business ventures and outspoken presence in the sports and entertainment industries...
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March 10 - Hedge Funds, News
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” fourth quarter 2024 investor...
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March 10 - Hedge Fund Investor Letters, News
Virtual Reality (VR) creates a 3D artificial environment in the real world through VR technology gadgets such as headsets, gloves, glasses, and bodysuits.
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March 7 - Hedge Funds, Industries, News
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.
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March 7 - Hedge Fund Investor Letters, News
Alphabet (GOOG) and Walgreens (WBA) are climbing 3% and 8%, respectively, today.
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March 4 - Market Movers, News
Artisan Partners, an investment management company, released its “Artisan Select Equity Fund” fourth quarter 2024 investor letter.
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March 3 - Hedge Fund Investor Letters, News
We came across a bullish thesis on Alphabet Inc. (NASDAQ:GOOG) on ValueInvestorsClub by cuyler1903. In this article, we will summarize the bulls’ thesis on GOOG.
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March 1 - News, Stock Analysis
The US markets have been on a stellar run over the past couple of years, with two-year gains of 53%.
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February 28 - Hedge Funds, News