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Market News
Latest financial news and analysis from global markets
NVDA
Baillie Gifford Dumps 248,000 MercadoLibre (MELI) Shares Worth About $479 Million
MercadoLibre delivers e-commerce, fintech, and logistics solutions across Latin America, supporting merchants and digital consumers alike.
SNOW
Is It Time To Reassess Snowflake (SNOW) After This Year’s Share Price Slide?
If you are wondering whether Snowflake's current share price still lines up with its long term potential, the starting point is to understand what the market is actually paying for the stock today. Snowflake closed at US$153.72, with returns of 12.6% over the last 7 days and 3.0% over the last 30 days, set against a year to date return of a 29.1% decline and a 1 year return of an 11.6% decline. Those mixed returns sit against a backdrop of ongoing attention on Snowflake's role in cloud data...
NVDA
The AI Threat Google Couldn’t Mount: Why This Expert Says Microsoft’s $70 Billion Cash Cow Is Vulnerable Now
On the We Study Billionaires podcast (episode TIP813), Stig Brodersen laid out a bear case that puts Microsoft’s Office cash cow squarely in the crosshairs of generative AI. His framing matters because it targets the one franchise inside Microsoft (NASDAQ:MSFT) that has resisted every prior assault: the per-seat productivity suite that Google could never crack. ... The AI Threat Google Couldn’t Mount: Why This Expert Says Microsoft’s $70 Billion Cash Cow Is Vulnerable Now
MSFT
The AI Threat Google Couldn’t Mount: Why This Expert Says Microsoft’s $70 Billion Cash Cow Is Vulnerable Now
On the We Study Billionaires podcast (episode TIP813), Stig Brodersen laid out a bear case that puts Microsoft’s Office cash cow squarely in the crosshairs of generative AI. His framing matters because it targets the one franchise inside Microsoft (NASDAQ:MSFT) that has resisted every prior assault: the per-seat productivity suite that Google could never crack. ... The AI Threat Google Couldn’t Mount: Why This Expert Says Microsoft’s $70 Billion Cash Cow Is Vulnerable Now
GOOGL
The AI Threat Google Couldn’t Mount: Why This Expert Says Microsoft’s $70 Billion Cash Cow Is Vulnerable Now
On the We Study Billionaires podcast (episode TIP813), Stig Brodersen laid out a bear case that puts Microsoft’s Office cash cow squarely in the crosshairs of generative AI. His framing matters because it targets the one franchise inside Microsoft (NASDAQ:MSFT) that has resisted every prior assault: the per-seat productivity suite that Google could never crack. ... The AI Threat Google Couldn’t Mount: Why This Expert Says Microsoft’s $70 Billion Cash Cow Is Vulnerable Now
GOOGL
AI Wins Have Alphabet Poised to Become World’s Biggest Company
(Bloomberg) -- Over the past year, Alphabet Inc. has gone from an artificial intelligence afterthought to the one firm in the market with dominant positions in nearly every aspect of the technology. Now it’s on the brink of overtaking AI chip giant Nvidia Corp. as the largest company in the world.Most Read from BloombergTrump Wants to Make H-1B Workers More Expensive for US EmployersOnline Mob Fuels 6,000% Stock Rally in Obscure SpaceX RivalBillionaire Duke of Westminster to Sell £700 Million of
NVDA
Should You Buy Nvidia Stock Before May 20? Here's What History Says.
The giant chipmaker is scheduled to report first-quarter earnings on May 20.
AAPL
New York Times: More Than Just News, But Is the Valuation Good Enough?
Berkshire bought NYT, but strong execution and optionality may not justify today's valuation premium
NVDA
The Stock Market Is Flashing a Warning Signal It Has Only Shown Twice Before. Here's What Comes Next.
History has not-so-good news for investors.
INTC
The Stock Market Is Flashing a Warning Signal It Has Only Shown Twice Before. Here's What Comes Next.
History has not-so-good news for investors.
GOOGL
This Fund Just Disclosed a New $16 Million Bet on SLM Despite a 30% One-Year Slide
SLM Corporation is a leading provider of private education loans and banking products for students and families across the U.S.
MSFT
This Fund Just Disclosed a New $16 Million Bet on SLM Despite a 30% One-Year Slide
SLM Corporation is a leading provider of private education loans and banking products for students and families across the U.S.