|Day Low/High||1,331.23 / 1,342.47|
|52 Wk Low/High||977.66 / 1,333.92|
A reminder, I moved to a large-sized position in Alphabet and Amazon yesterday (and I expect Twitter to trade higher): The improvement in the relative and absolute performance of the shares of (GOOGL) and (AMZN) seem to be directly related to Senato...
With Sundar Pichai now the CEO of Alphabet, it's possible that the money-losing Other Bets segment will now run a tighter ship and/or see better execution.
The purpose is not to shake you out, although it can feel like that; here's what's really going on.
Nothing from Alphabet's CEO changes has me thinking short. In fact, I'd use any weakness to consider a long side trade.
As leadership changes at the tech giant, the real driver for the firm remains the search engine, and the advertising revenue that it and YouTube can produce.
During a Tuesday keynote at the annual AWS re:Invent conference, Amazon emphasized the breadth of its AWS service lineup, as well as its investments in custom chips.
The improvement in the relative and absolute performance of the shares of and seem to be directly related to Senator Elizabeth Warren's sudden decline in the polls. I have moved back to large-sized in both names. I expect to play "catch up" now - an...
GOOGL said Larry Page is stepping down from his co-CEO position, and Sundar Pichai will be CEO of both Google and its parent company.
* The S&P Index rallied about 20 handles from the day's lows. * Market breadth was tilted negatively -- with 1,100 advancers and 1,850 decliners. * Bonds catapulted higher in a run to quality -- with the 10-year falling by 12 basis points (to yield ...
This year's estimated Thanksgiving weekend e-commerce growth rates aren't too different from last year's estimates. But there are some notable changes beneath the surface.
I think AMZN could provide a good very short-term trade from the long side... this week.
Recent declines in Senator Warren's poll standings have suggested that the progressive wing of the Democratic party is not quite as popular as previously thought. Lower polling standings have already led to the Senator embracing a less ambitious hea...
A document filed with the SEC reveals the behind-the-scenes competition between Alphabet and another suitor for the hand of the smartwatch maker.
* I am calling an audible based on the Seattle Times report and management's apparent "slow play" on the fuselage damage during a stress test * The optics are poor * Though downside seems limited, Boeing may become even more of a "show me" stock, wi...
During a talk with TheStreet, CFO Glenn Schiffman talked about IAC's reasons for holding off on an ANGI Homeservices spinoff, as well as the differences between private and public valuations.
While companies such as HPE, Cisco and NetApp are signaling that macro headwinds are weighing on their hardware sales, major software and public cloud players are singing a very different tune.
We don't know where Michael Bloomberg is going to come out in his campaign spending, but we know that he needs to reach young people -- and Instagram could be a beneficiary.
As competition from tech and payments giants mounts, PayPal plans to tightly integrate Honey's e-commerce deals services with its payments platforms.
At a time when many quality tech companies are staring at huge 2019 gains, spotting good deals takes a bit of effort. But it's by no means impossible.
There is no 'tech' in tech.
Whereas Google is betting on cloud gaming alone, Microsoft is taking a more practical approach to supporting the technology.
Monday saw another (albeit small) market advance -- with a narrow trading range. It was good action for the bulls considering the incremental trade news. Also, we heard a lot of noise but nothing definitive: * Breadth was negative -- with around -40...
The recent stability and now modest resumption of strength in the shares of Alphabet and the other FANG constituents makes me more optimistic on the outlook for Twitter's shares. It is my view that the company - no doubt at some additional expenses ...
Microsoft's Cloud business is making big wins, and how to interpret Larry Kudlow 's Phase One China trade comments.
When businesses such as Google Maps, Waymo and the Google Cloud Platform get valued on their own, the valuation given to Google's main profit engines looks fairly cheap.
Despite stories of questionable use of health care data, my concern with GOOGL is technical: We need a retest of $1,250 to $1,275 before we can move significantly higher.
Let's review the long-term bullish case for this FANG stock.