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15min DelayTrading Jul 3 12:34 ET

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Alphabet-A Stock Discussion

ROM-STAR

4 minutes ago

Some thoughts on the $GOOGL Wiz deal:

$Alphabet-A(GOOGL.US)$ $Alphabet-C(GOOG.US)$
1. The acquisition makes sense for GCP's portfolio.
GCP’s security portfolio is strong across analytics & managed services (Mandiant), SecOps/SIEM (Google Chronicle), and monitoring/governance (Cloud Monitoring, Dataplex).
Wiz is the top cloud security company and fills a lagging area in GCP’s roadmap.
2. Wiz significantly improves GCP's security competitive positioning with $Microsoft(MSFT.US)$ .
Microsoft has the lar...

Goodjobguys

18 minutes ago

It is across the board! All down...

$Super Micro Computer(SMCI.US)$ $Tesla(TSLA.US)$ $Meta Platforms(META.US)$ $Microsoft(MSFT.US)$ $Tesla(TSLA.US)$ $Apple(AAPL.US)$ $Broadcom(AVGO.US)$ $Alphabet-C(GOOG.US)$ $NVIDIA(NVDA.US)$

71484344

26 minutes ago

$Alphabet-A(GOOGL.US)$ unless the qualterly report provide solid financial result and good forcast, the stock will tank all the way to 160

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Goldman Sachs Reviews AI Trade

Investors are increasingly concerned about “overinvestment” in AI, with revenue downgrades in the second quarter potentially hitting valuations hard. Goldman Sachs estimates that achieving returns similar to historical levels would require hyperscale cloud providers to generate approximately $335 billion in revenue by 2025, with earnings needing to grow by 16% year-over-year. Without this growth, valuations could face downward pressure.
$Alphabet-A(GOOGL.US)$ $Meta Platforms(META.US)$ $Microsoft(MSFT.US)$ $S&P 500 Index(.SPX.US)$

BullnBearTrading

8 hours ago

Hedge Funds Accelerate Exit from AI Bubble

Tech, Media, and Telecom (TMT) stocks have been sold off for four consecutive weeks, with tech stocks being underweighted to record levels. Last week saw significant fund flows from "smart money," with seven sectors in the S&P experiencing net selling, focusing on information technology, communication services, industrials, and consumer staples. Meanwhile, cyclical stocks like consumer discretionary, energy, utilities, and real estate saw net buying.
Th...

Spinee

9 hours ago

Nvidia Increases Orders to TSMC by 25%, GB200 Sales Expected to Increase by 50%

Due to strong demand from major international companies such as $Amazon(AMZN.US)$ , $Dell Technologies(DELL.US)$ , $Alphabet-A(GOOGL.US)$ , $Meta Platforms(META.US)$ , and $Microsoft(MSFT.US)$ , $NVIDIA(NVDA.US)$ plans to increase its orders to $Taiwan Semiconductor(TSM.US)$ for Blackwell architecture GPUs by 25%. GB200 sales are expected to rise by 50%, from 40,000 to 60,000 units.

TSM earnings: Climb high or deep sigh?

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