Remain Overweight Large-Cap Growth; Downgrading Materials to Underweight; Software Buys $MSTR $CRWD
Remain Overweight Large-Cap Growth $IWF as discussed 5/29/24; Downgrading Materials $XLB to Underweight; Buy/Stay Long Software Stocks $IGV $MSFT...
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Internet - 1Q24 recap & our three stock-picking ideas
Year to date, the internet sector has pulled back after rapid rallies buoyed by improved sentiment and short-term fund inflows, in line with our...
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Dario Amodei CEO of Anthropic: Claude, New Models, AI Safety and Economic Impact
Anthropic is developing a new highly intelligent and powerful AI model with a focus on interpretability, which is crucial for identifying bias,...
338 Views
Internet - AI and Margin Expansion Still Key Themes
US internet and software companies delivered mixed performances in 1Q24 in terms of revenue growth: advertising and cloud services revenue growth...
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Data Centres and Beyond: WEC Energy Powering Regional US Growth
Magellan in the know discusses electricity demand opportunities in the US, with Gail Clapper, Joel Amores, and Jim Page discussing power utility...
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