The value investor says US tech giants’ cash flows justify current multiples, while China’s governance overhangs and foreign ...
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Bargain Hunting Among Beaten-Down Megacaps? This Mag 7 Stock Looks Like The Best Deal On The Rack
Meta’s recent earnings disappointment, questions over its capital expenditure, and AI bubble fears have pushed the stock into ...
New York Federal Reserve President John Williams' suggestion that a rate cut could be on the table lifted U.S. markets on ...
Alphabet’s stock has gained 70% since Barron’s recommended it in December. It’s worth holding despite the gain.
The Real AI Battle Isn't in Chips -- It's in Compute Efficiency. Here's the Stock Positioned to Win.
The Real AI Battle Isn't in Chips -- It's in Compute Efficiency. Here's the Stock Positioned to Win. The company's structural ...
Apple (NASDAQ: AAPL) stock has done well this year, and it currently sports a $4 trillion market cap, making it the ...
Bridgewater Associates’ Q3 2025 13F portfolio rose to $25.53B, with top holdings in GOOGL, MSFT, CRM, NVDA, and LRCX. Read ...
I’m going to get into hyper specifics about episode 9 “I’m Not A Big Fan Of Olives,” which, by the way, should have been ...
Waterloo Capital L.P. grew its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 13.2% during the second quarter, according to the company in its most recent disclosure with the ...
This gave rise to Project CETI (Cetacean Transition Initiative), a 50-plus person team of marine biologists, A.I. experts, ...
Nvidia's fiscal third-quarter earnings report came out ahead of Wall Street's expectations, but it failed to give AI stocks a boost. The artificial-intelligence trade was already starting to crack ...
These dynamics are beginning to shift. According to Berkshire's latest 13F filing, the investment firm bought 17.8 million ...
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