Articles authored by Jake Bleicher

Apple AI Push: A Look at iOS 18’s Top 5 Features

Each year in June, Apple hosts its weeklong Worldwide Developers Conference (WWDC), showcasing its newest hardware and an ever-growing list of software and services. While every year is significant, the details of how Apple plans to integrate Artificial Intelligence (AI) into its ecosystem made this year’s conference especially important. Investors were bullish on the update …

Under the Hood: 5 Takeaways First Quarter Earnings

“Far more money has been lost by investors trying to anticipate corrections, than lost in the corrections themselves.” – Peter Lynch, Magellan Fund Manager The first quarter earnings season brought mostly positive news for investors, including the fastest earnings growth in five of the last six quarters. Many companies have seemingly recovered from pandemic-induced turmoil, …

The Resurgence of GameStop and the Gaming Industry: A New Wave on the Horizon?

Remember the frenzy of 2021, when Roaring Kitty and the meme-stock mania sent shares of GameStop and AMC Entertainment soaring to astronomical heights? The world watched in awe as day traders on Reddit bought shares of these heavily shorted stocks and caused them to skyrocket. GameStop’s stock reached dizzying heights in just a few short …

AIs on the Prize: Unleashing the Power of AI’s Sight

Breakthroughs in computing power have bestowed upon computers the remarkable ability to “see.” A transformative development that not only encompasses the capacity to recognize and interpret images but also to generate entirely new visual content. Previously, computers could only index images based on textual descriptions provided by humans. For instance, an image might be labeled …

Nvidia’s Golden Tickets: Amazon, Microsoft, Google Amplify AI Investments

Six of the magnificent seven stocks have reported earnings: Apple, Tesla, Alphabet, Microsoft, Amazon, and Meta. They are buzzing about the seventh, Nvidia. Companies are scrambling to get their hands on Nvidia’s computing chips as if they were Wonka Bars that might have golden tickets. They are spending enormous sums of money to harness AI’s …

Under the Hood: AI Spending is Booming as Tech Giants Battle for Dominance

“Once cars become truly self-driving, they’ll be as revolutionary as the personal computer.” – Bill Gates   Last week, four of the Magnificent Seven – Microsoft, Meta, Alphabet, and Tesla – reported quarterly earnings. This was a litmus test for investors looking to see if these tech behemoths could keep powering the market higher, and …

Under the Hood: Key Takeaways from Early Earnings Reports

“Wall Street tends to overreact when it gets worried about earnings” – Michael Price   As we begin to sift through reports from the start of the earnings season, the takeaway message appears to be ‘good but not great.’ Analysts were expecting sluggish growth in the first quarter with sequential acceleration as the year progressed. …

The Art of Investing

“It’s obvious that studying history and philosophy was much better preparation for the stock market than, say, studying statistics. Investing in stocks is an art, not a science, and people who’ve been trained to rigidly quantify everything have a big disadvantage.” -Peter Lynch   For more than twenty years, I’ve invested in individual stocks with …

Earnings Season is Springing into Bloom: A Look Under the Hood

As the daffodils bloom, signaling the arrival of spring, it’s also time for the earnings season to commence for the first quarter. Despite the S&P 500’s impressive double-digit rally to start the year, expectations for Q1 remain modest, with analysts forecasting just under 4% earnings growth. However, forecasts suggest a significant acceleration, culminating in double-digit …

Beyond the Proxy: Disney’s Magical Path to Profitability

The recent proxy battle between the Walt Disney Company and Nelson Peltz thrust shareholder discontent into the spotlight, underscoring concerns about the company’s performance. While activist investors like Peltz often come under fire for their short-term focus and disruptive methods, Disney’s struggles over the past four years warranted closer scrutiny. Peltz mounted a robust campaign, …

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