Sunday, November 17, 2024
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category: Long Ideas

EXCLUSIVE: AI In China — The Sleeping Giant Awakens? KraneShares Strategist Says We Should Be Paying Attention – Alibaba Gr Hldgs (NYSE:BABA), Kuaishou Tech...

While the world focuses on Silicon Valley, one investment strategist is taking heed of China’s bold moves in the artificial intelligence space. What Happened: Derek...

Broadcom Analyst Lifts AI Revenue Forecast To $12B On Potential Strong Demand From Google, Meta – Broadcom (NASDAQ:AVGO)

Broadcom Inc. AVGO is riding high on the wave of strong momentum in its AI semiconductor segment and VMware business. The company reported an earnings...

Google, DOJ Trial Drama To Hit Earnings By Up To 10%: JPMorgan – Alphabet (NASDAQ:GOOGL)

JPMorgan analyst Doug Anmuth points out that this week’s start of remedy proceedings between Google’s parent company, Alphabet Inc GOOG GOOGL, and the Department...

Broadcom Secures Major Wins With OpenAI, Google, Meta As It Targets $150B AI Market – Broadcom (NASDAQ:AVGO)

Broadcom Inc. AVGO is stepping into a new chapter in its AI journey, securing significant victories with two major AI ASIC programs. JPMorgan’s Harlan...

Apple, Microsoft, Meta, Google Hit 52-Week Highs: Which Magnificent 7 Stock Is The Best Investment? – Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META)

Four members of the Magnificent 7 tech giants—Apple Inc. AAPL, Microsoft Corp MSFT, Meta Platforms Inc. META and Alphabet Inc. GOOGL GOOG—all hit new...

‘Breaking Up Google Would Drive 10%-15% Upside’ For Shareholders, Analyst Says – Alphabet (NASDAQ:GOOGL)

Alphabet Inc. GOOGL GOOG is setting the stage for a remarkable 2024, riding high on several strategic advantages and market trends. With a “Buy”...

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