Meta’s Meteoric Recovery: Like it on Facebook & Instagram

Meta, formerly known as Facebook, delivered a stunning update that caps one of the most impressive turnarounds in recent memory. Following its earnings report, shares soared more than 20% to reach all-time highs, eclipsing $450, or a fivefold increase from the lows of $90 reached in late 2022. This monstrous move set a new record …

Inside Nvidia’s Earnings: Accelerating Demand for AI

“Forget self-driving cars, AI is transforming every industry, and Nvidia is at the center of it all” – Venture Capitalist, TechCrunch With bated breath, investors eagerly awaited the final earnings report of the “magnificent 7.” Among the seven, Nvidia’s report was perhaps the most hotly anticipated, given it’s the driving force behind accelerated computing and …

AI’s Meteoric Rise Is Backed by the Cash

“AI is no longer science fiction; it’s science fact. It’s woven seamlessly into the fabric of our daily lives, from the moment we wake up to the moment we go to sleep.” – Fei-Fei Li, Stanford University This earnings season has highlighted how rapidly artificial intelligence is becoming a ‘real thing.’ The last several years …

AI, Advertising, and Cash Flow: Alphabet’s Trifecta for Success

Shares of Alphabet fell from near all-time highs after the company reported fourth quarter earnings. The results were quite good, revenue growth accelerated at the fastest pace in six quarters and profitability was above expectations. However, management noted capital spending would be “notably larger” in 2024 and failed to give meaningful detail about reducing its …

Earnings Update from the World’s Most Valuable Company: Microsoft

Cloud performance took center stage, delivering solid 28% growth, consistent with the previous quarter. While some may view this as a minor letdown, the growth suggests that Microsoft continues to win share from the market leader, Amazon’s AWS. For long-term investors, success in the cloud extends beyond the tens-of-billions of dollars in profits; it’s about …

Earnings Pulse: Netflix and Tesla

Netflix – Netflix delivered a jaw-dropping update with the addition of 13.12 million new subscribers in the fourth quarter. The company previously suggested subscriber additions would be similar to the third quarter where it added nearly 9 million new households. The company has been on a global campaign to crackdown on password sharing which clearly …

Elevating Women in the Workplace: Sponsorship vs Mentorship

Despite decades of spotlight on the issue, the representation of women in corporate leadership remains persistently low and is not improving at a pace that would bring about sufficient change. The underrepresentation is evident at every level of management, but the problem worsens on the journey to the top. A Harvard Business Review from 2010 …

Under the Hood: Fourth Quarter Earnings Kickoff

JP Morgan kicked off earnings season on Friday as the bank wrapped up its most profitable year ever. While the prospect of lower interest rates in 2024 may temper record profits, the outlook was more optimistic than anticipated. Jamie Dimon, the bank’s Chairman and CEO, acknowledged that the company is over-earning on both interest income …

AI in Financial Advisory: A Positive Evolution

The initial apprehension surrounding artificial intelligence (AI), and how it might replace financial advisors, is morphing into an inspirational phase of uncertainty. Advisors are gradually incorporating AI into their daily routines, utilizing it for tasks such as drafting emails or scheduling appointments. While AI can’t replace the essence of a personal relationship, it significantly enhances …

The Healthcare Sector in 2023: More Progress than Meets the Eye

The healthcare sector’s return is little changed over the past twelve months, masking a volatile narrative that unfolded in what proved to be an eventful year for the industry. 2023 was a year of big accomplishments for healthcare that were overshadowed by interest rate hikes and an industry still normalizing following the pandemic. The sector …

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