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Tepper's Appaloosa Adds Intelsat, Exits Boeing In Q4
Article By: The Fly
Sunday, February 16, 2020 1:32 PM EST
David Tepper's Appaloosa Management disclosed in an SEC filing its holdings as of December 31, 2019. The fund's top holdings as of December 31, in order of size, were Alphabet Class C, Facebook, Amazon, Alibaba, and Micron.
In this article: BA, PCG, UNH, AMZN, AVGO, GOOG, MU, XOP, CZR, BABA, FB, I, CWEN, ET, COOP
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Owning Alphabet Stock For The Long Term
Article By: Andres Cardenal
Monday, February 10, 2020 1:05 AM EST
Alphabet stock is close to all-time highs, yet the company delivered lower-than-expected revenue last quarter. However, the weakness was mostly concentrated on hardware, while the company's core business keeps firing on all cylinders.
In this article: , GOOG, GOOGL
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Week In Review: How Trump's Policies Moved Stocks - Sunday, Feb. 9
Article By: The Fly
Sunday, February 9, 2020 9:14 AM EST
Catch up on the top industries and stocks that were impacted, or were predicted to be impacted, by the comments, actions and policies of President Donald Trump and his administration with this weekly recap.
In this article: NOK, NPTN, WDC, OCLR, ERIC, GOOG, IIVI, MU, GOOGL, ACIA, LITE, IN
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Ad Blocking As High As 30%
Article By: Shelly Palmer
Friday, February 7, 2020 6:16 AM EST
Stats in a new report from Blockthrough suggest that more than 750 million devices (mobile and computer) were running ad blockers in Q4 2019.
In this article: GOOG, GOOGL
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Google’s Cloud Bets Are Paying Off
Article By: Sramana Mitra
Wednesday, February 5, 2020 10:51 AM EST
Alphabet’s fourth quarter net revenues grew 18% over the year to $37.57 billion, missing the market’s forecast of $38.44 billion.
In this article: GOOG
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Baby Steps Won’t Take Berkshire And Buffett Anywhere
Mohit Oberoi 2/17/2020 12:57:53 PM

Well, #Buffett himself admitted to mistakes in $IBM, $ORCL, and Kraft Heinz. He also admitted missing out on $AMZN and $GOOG

Why I Watch This Master Investor Like a Hawk
James Grover 10/4/2019 3:28:48 AM

#Google is listed as early investor, but so are #Alibaba, #Microsoft, and #Amazon. Not sure how much Google really owns, especially when prospectus says that we may compete with these same cos. Looks like NET has closer ties with Alibaba, so my impression is they aren't that connected with Google as much as article implies!

$GOOG $GOOGL, $BABA $MSFT $AMZN

Google Has A Way To Grow Again
Alexa Graham 8/26/2019 5:13:41 AM

I think #Google is undervalued. It's got its hands in a little bit of everything and will only continue to grow. It's uniquely positioned to thrive. $GOOG $GOOGL

Trump Gives Huawei Another 90-Day Reprieve: Who is Desperate for a Deal?
Susan Miller 8/18/2019 10:47:58 PM

How can you be so sure that #Huawai's security flaws are innocent errors? I used to be that naive, but more and more I'm learning that powerful companies abuse their power for their own profit, at users expenses.

For example, you may recall years ago #Google's mapping vehicles "accidentally" hacked in to people's networks and stole their data. It recently came out, as per Bloomberg, CNN, and others, that this was not an accident, but was done intentionally: www.cnn.com/.../index.html

If $GOOG could do somethign so nefarious, why not Huawai?

Why You Think Your Devices Are Listening To You
Susan Miller 8/6/2019 9:32:54 PM

Carol is right. Companies are getting out of control and crossing lines knowing that if they get caught, they'll only get a slap on the wrist. I just read about how when #Google's Street View mapping cars passed by people's homes, they intentionally hacked into their wifi routers and stole users' private data. This was barely in the news, which is shocking! $GOOG $GOOGL

They knowingly stole users' info, kept it for years, and now only have to pay $13 million. Outrageous!

www.cnn.com/.../index.html

5 Monster Stocks To Watch for the July 2 Trading Session
Carl Schwartz 7/2/2019 1:42:51 PM

Some good stocks here. But I never understood the lover for $ROKU. To my knowledge all #Roku does is provide a line of products to watch movies and music over the internet. But the market is proliferated with such products, and there are many superior products by real market leaders like #Google, #Apple, and #Amazon. $GOOG $GOOGL $AMAZN $AAPL

The Category 5 Freak-Out Over Libra, Facebook’s Digital Currency
Carol W 6/23/2019 12:34:52 PM

You presume they didn't know about it til now. I don't agree, Everybody knew. They had to wait til Zuck made it public.They will kill #Libra. The govt doesn't want a currency in the private sector. It could be used for drug trafficking, money laundering, etc. and like you say, where $FB goes, $AAPL, $GOOG, $AMZN could follow. They'll try to squash it like a bug.

"The Bubble Is About To Burst": BofA's 10 Reasons To Sell Tech Stocks
Craig Newman 4/9/2018 10:08:09 PM

Give me a break, how’s $GOOG and $FB a bubble with their PE and PEG? BoA should worry about the flattening yield curve.

U.S. Major Indices Fail To Hold Onto Gains In 2018 Q1
Jason Stewart 3/30/2018 9:54:03 PM

I'm actually a bit surprised by the weakness seen in $GOOG as their fundamentals are still in place and going strong. They are also developing a lucrative range of investments ranging from self driving tech to robotics, This differs significantly from $FB despite the fact that both companies are in the business of customer data.

Roku, Next Big Tech Flop Or Opportunity?
Ayelet Wolf 1/18/2018 11:36:31 AM

Why is #Roku any better than #Google's Chromecast or #Amazon Fire TV Stick? I've never used Roku but the I have the other two. The Fire TV Stick was far superior in my opinion, with it's dedicated voice remote. Especially if you are deeply integrated into the Amazon Echo system.

But more recently Google seems to be winning out by having it's technology already integrated into far more TV sets. Why do you think Roku will win out in the end?

$ROKU $AMZN $GOOG

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