Have a nice evening Buliosians, I would be interested in your opinions, how do you see the future of these two - technological giants? Which of $MSFT-0.8% vs $GOOG+0.9% do you trust more in the future? For example, can Microsoft steal the #1 spot from Google in internet search with the help of their AI? Have your say in the comments!
Alphabet
GOOG
GOOG Fair Price
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AI! The most talked about topic in the investment world lately. We had a crazy tech rally during covid. When the pandemic ended, inflation and interest rates rose and the tech. mega rally was extinguished.
Now we have a new rally!
ChatGPT has left investors feeling exuberant. And a new rally is in full swing as all sorts of future AI opportunities are priced in.
That's why I've...
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Nicely summed up and I'll join the Applaks here 😂 I also think they'll come up with something later when it's a blast
The 10 largest companies in the S&P 500:
1) Apple $AAPL+0.1% - 7.4%
2) Microsoft $MSFT-0.8% - 6.7%
3) Google $GOOG+0.9% - 3.8%
4) Amazon $AMZN-1.7% - 3.1%
5) NVDIA $NVDA-2.2% - 2.6%
6) Berkshire Hathaway $BRK-B+0.7% - 1.7%
7) Tesla $TSLA+2.5% - 1.7%
8) META $META+0.1% - 1.6%
9) Exxon Mobil $XOM+2.7% - 1.3%
10) United Health Group $UNH+1.2% - 1.3%
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Leaving out the six. ...it makes me wonder how it's all based on tech companies... :)
Hey, I'm reading about $RNDR everywhere now... can someone explain to me what this is about? They're supposedly working with $AAPL+0.1% $GOOG+0.9% and $NVDA-2.2% but I'm not really clear
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Well see, I've never read about them once in my life 😂 But quite an interesting collaboration, reading it that way.
Google $GOOG+0.9% took a big hit on Wednesday, with shares falling more than 5%. They ended the momentary growth, at least for a while.
Yesterday, when most stocks and indices were giving back gains after Wednesday's plunge, Google stayed around zero and ended the day with a small loss.
Will this be the stock that first starts the correction so others can follow?
Alphabet
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From a trade perspective, something might show up, overall now they had a one day drop in big tech, $MSFT-0.8% went down $10 in one day. Anyway, I'll join the others as I was buying at 89$ too so I'll hold on. Of course, if it bounced back to around $100, I'd probably be overbought. 😊
Amazon $AMZN-1.7% will expand its mobile phone offerings for Prime members.
Apple $AAPL+0.1% will offer high-yield savings accounts.
JP Morgan $JPM+0.3% now controls more than 15% of US bank deposits.
Google $GOOG+0.9% now controls more than 90% of global search traffic.
Meta $META+0.1% just announced that it has 3 billion active users across all of its platforms.
A few companies...
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I guess it depends, what's "crumb"? At least for me it's wrong that there is an unassailable monopoly in every segment...
A brief assessment by Chief Strategist Dave Sekera at Morningstar.
I'm attaching...
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There are some good points and some that are a bit against. I don't see a lot of growth there right now either and I would have expected some sort of drop off. If we get to even lower levels than we were last year, that would be a bump. Still no blood flowing in the market yet...
3 AI stocks that could beat Google $GOOG+0.9% and Microsoft $MSFT-0.8% in the long run 👇
C3.ai $AI-0.6%: Increasingly popular among institutional investors, but we'll have to wait a few years for real gains.
Palantir $PLTR-0.7%: Palantir is gaining significant market share in the AI market and its revenues are growing solidly. Despite its "meme" reputation :-)
Nvidia $NVDA-2.2%:...
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Unfortunately I missed$NVDA-2.2% and I regret it... so at least I'm sticking with $PLTR-0.7% and hoping it's a bet on the right horse :)
We are finally seeing some decline in stocks like $MCD+0.0% $PEP+0.2% $PG+0.2% $KO+0.5% and $SBUX+0.1% has been added as well I think the decline is not over and so finally those new here will be able to buy into these good stocks for at least some first position to possibly dilute further.. :) It's just a shame that $MSFT-0.8% and $GOOG+0.9% haven't joined in yet... :)
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I would like to buy$PEP+0.2% and $MSFT-0.8%. Of course, that would require the share price to go down by double digits.
Google $GOOG+0.9% is up +18% in the last 3 weeks since the quarterly results were released. It is thus at its highest levels since last August.
The stock has gained nearly 50% since its November low.
Who is holding the stock and who has decided to reduce the position?
Alphabet
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I would say that the price of $GOOGL+0.7% is still not at its ceiling, Google still has room to grow.
I like Microsoft better, I like their diversification and incorporation of AI into Windows and MS Office. Personally I hope their acquisition of $ATVI+0.1% works out, that would give them a bigger share of the video game market.