Google

Mornings With Maria Bartiromo January 31, 2023

Monday's Musings: Q1 Earnings Benefit From The Great Big Tech Reset

Big Tech and Market Reset Bring Optimism To Markets While many in the market are still psyching others into a recession, the fears are subsiding and the NASDAQ appears to be where the optimists are. Five factors have led to the mini rebound in this market of lowered expectations as watchers await the fed rate decision.:
Read More
New MATANA Stocks Yahoo Finance

News Analysis: Bear Market or Tectonic Shift?

The NASDAQ Composite closed out the week with its biggest two-day rally since 2008. CPI numbers hinted that inflation was subsiding and hope sprung that the Fed would take a less severe stance. Should the Fed hiking slow down from 75 basis points to 50 basis points, market watchers remain hopeful and some took advantage of the early signals of slowing inflation.
Read More
MATANA

News Analysis: Big Tech Earnings Q3 2022

All Eyes On Digital Giant Earnings With recession headwinds driving lower valuations and earnings uncertainty in high gear, the level of fear remains high. However, in the past week, NASDAQ was up 5.2%. So the big question,will these digital giants hold their gains ahead of earnings season?
Read More
Big Tech Q2 2022

News Analysis: Big Tech Earnings in Q2 2022 Show Tech Rebound Among The MATANA Stocks

Not All Big Tech Companies Are Equally Created The MATANA stocks continue to do well despite a confluence of crises. MIcrosoft, Apple, Tesla, Alphabet, Nvidia, and Amazon, collectively showed that big tech, digital giants who:
Read More
R "Ray" Wang Stuart Varney Fox Business Ukraine and Big Tech

News Analysis: Big Tech's Role In Supporting Ukraine

Massive Dilemma In Taking Action As famously put by Peter Parker in Spiderman, "With great power comes great responsibility.". The digital giants are walking a thin-gauged tight rope.
Read More
It's Over For FAANG Varney and Co Fox Business

News Analysis: Goodbye FAANG, Hello MATANA

Goodbye FAANG, Hello MATANA. The FAANG stocks (i.e. Facebook, Apple, Amazon, Netflix, and Google) have had a great run as the large cap digital giant leaders. However, with Facebook and Netflix facing massive declines in year over year subscriber growth, their valuations have taken a hit along with the macro conditions of rising interest rates and global instability.
Read More
Happy New Year 2022

Research Report: Inside Constellation's 2021 Enterprise Awards

A YEAR THAT HAS LED TO THE GREAT REFACTORING Despite the chaotic pandemic environment, 2021 was an amazing year for enterprise tech IPO's, product launches, and new technologies. CXO's were given the budgets to refactor their business models, add additional talent, and invest towards a digital future. Amidst this backdrop, enterprises changed how they worked, what they sold, how they monetized, why they existed, and who they worked with. The underpinnings of what is known as the "Great Refactoring" began in 2021 and will fully emerge into 2022 and beyond..
Read More
Winner Takes All

Big idea: The Digital Giant Ethos

Today's Startups Are Designed To Be Monopolies On Day One From day one, startups are designed to dominate markets, overthrow existing Fortune 500's, and emerge as a monopoly. Sector after sector has become a winner-takes-all — or two-winners-take-all — bloodbath:
Read More
The Road to $1 Trillion in Market Cap

News Analysis: Crypto FOMO and Bitcoin's Rise Into the $1 Trillion Club

Crypto FOMO Drives Capital Flows Out Of Big Tech (For Now) Retail investors have taken money out of the equity market and rotated into crypto to catch the wave. With all crypto's now worth more than $2 Trillion in market cap and Bitcoin standing out at $1 trillion, this poses a risk to the US dollar dominance as the reserve currency.
Read More
Google Cloud Industries Leadership

Event Report: Google Cloud Industries Analyst Day

On March 31st, 2021, Google Cloud hosted an industry vertical analyst roundtable. Google Cloud CEO, Thomas Kurian, opened up the day with a warm introduction on the role industries will play in the growth of Google Cloud. Lori Mitchell-Keller, VP of Industry Solutions shared how Google Cloud differentiates its approach to Industries with customers.
Read More
Subscribe to Google