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   Comcast says new device focused on health, not a smart speaker  2019-05-21
Comcast (NASDAQ: CMCSA ) is clarifying that contrary to earlier reports, a smart home device it's planning isn't a smart speaker and thus doesn't really compare directly with Echo (NASDAQ: AMZN ) or Google Home ( GOOG , GOOGL ). More news on: Comcast Corporation, Amazon.com, Inc., Alphabe…
   Comcast working on smart device focused on health - CNBC  2019-05-21
Comcast ( CMCSA +0.8% ) is working on a home device similar to Amazon's ( AMZN -0.3% ) Echo or Google ( GOOG +1.1% , GOOGL +1% ) Home -- but with an initial focus on health monitoring, CNBC says. More news on: Alphabet Inc., Alphabet Inc., Comcast Corporation, Tech stocks news …
   Google halts Huawei cut-off alongside U.S. reprieve  2019-05-21
Google ( GOOG +1.1% , GOOGL +1% ) has put the brakes on a plan to cut ties with Huawei , news that comes alongside a reprieve for the Chinese telecom equipment maker from the U.S. government. More news on: Alphabet Inc., Alphabet Inc., Telefonaktiebolaget LM Ericsson (publ), Tech s…
   Assessing Growth Prospects For Yandex Search  2019-05-21
Overview Yandex ( YNDX ) is one of the few local competitors that has managed to prevent Google (GOOG) (GOOGL) from monopolizing the online search business in its country. Unlike in China, Google has been allowed to operate in Russia, but has not been able to outcompete local competitor Yand…
   Alphabet teams with Pfizer, Novartis on clinical trials  2019-05-21
Alphabet's ( GOOGL , GOOG ) Project Baseline is a data platform from the Verily unit that wants to develop a "well-defined reference" of good health. More news on: Alphabet Inc., Alphabet Inc., Novartis AG, Tech stocks news, Healthcare stocks news, Read more …
   Tech Giants Rethink The Businesses That Made Them Big  2019-05-06
This headline in the Wall Street Journal points to the dilemma that the big Techs are apparently facing as they look out into the future. Urgency is the word used by the press to define this dilemma: Google, Facebook Inc. (NASDAQ: FB) and other tech giants have …
   Arista: Warning Signs And What's Next  2019-05-06
Here was Arista (NASDAQ: ANET ) last week running up into earnings and after earnings. Arista reported earnings last week, saying that some customers, one in particular, slowed orders. We'll show you the warning signs that showed up ahead of time. Going forward, there's a lack of visibility …
   Masters Of Cloud, Part 1: The Players  2019-05-06
The origin of the phrase cloud computing has long been debated. Arguably, Amazon (NASDAQ: AMZN ) Web Services ((AWS)) deserves credit for popularizing cloud as an alternative to tradition storage. The lure of operating efficiencies and a natural extension of their business mode…
   Google could launch privacy tools this week - WSJ  2019-05-06
Google ( GOOG -0.3% )( GOOGL -0.3% ) could launch its new privacy tools limiting the use of tracking cookies as early as this week, according to WSJ sources . More news on: Alphabet Inc., Alphabet Inc., Criteo S.A., Tech stocks news, Stocks on the move Read more …
   Project $1M: April Closes In On 'Halfway Mark'  2019-05-06
Project $1M delivered an unexpectedly robust month as far as gains were concerned, with the portfolio just finishing below the half way mark of the targeted 10 year goal of $1,000,000. 2019 is starting to have a very similar look to it as 2017. The portfolio had four contributors that contribu…
   Lyft hires Google engineer as AI head  2019-05-01
Lyft ( LYFT -1.3% ) hires its first head of machine learning and AI. More news on: Lyft, Inc., Alphabet Inc., Alphabet Inc., Tech stocks news, Read more …
   New Highs Trump 'Sell In May'  2019-05-01
The Wall Street slogan, "Sell in May and go away," is being quoted now as never before. Countless articles on various financial portals have been devoted to it, and many investors intend to take that advice literally this month. As I'll show in today's report, however, a powerful rising trend …
   ClearBridge Large Cap Growth ESG Strategy Portfolio Manager Commentary Q1 2019  2019-05-01
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   Fed Meeting Puts Powell In Hot Seat (Wall Street Breakfast Podcast)  2019-05-01
Today's Top Stories: Fed meeting puts Powell in hot seat; Apple comeback; and bulls take charge. If you are interested in listening to Wall Street Breakfast to start your day, look for us in the following places: iTunes (find all Seeking Alpha Podcasts here ) Stitcher S…
   Wall Street Breakfast: Fed Meeting Puts Powell In Hot Seat  2019-05-01
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Stitcher and Spotify (click the highlighted links). The FOMC is expected to leave borrowing costs unchanged today as it maintains a "patient" monetary p…

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