To The Moon

Shifting mix toward security solutions and Infrastructure as a Service (IaaS).Moving away from mature products like CDNs (Content Delivery Networks) toward more edge offerings.Countering employee stock-based dilution with $1.4 billion in authorized buybacks.Strong 3–5-year growth rates on computing and security segments more than offsetting modest declines in CDN.Increasing deal size and increasing add-on services.Investment ThesisAkamai$Akamai(AKAM)$ is a technology firm specializing in cloud computing and security. Akamai is shifting its mix to reduce its reliance on content delivery and moving toward being a security and computing-centric company. As a result, nearly every single top company employs Akamai in some form.In 3Q22, Akamai repurchas

July 26 (Reuters) - Google parent Alphabet Inc on Tuesday posted quarterly sales close to Wall Street targets, sending shares up on relief that the world's biggest seller of online advertising had avoided the deep disappointment of rivals including Snap.Sales from Google's search ad business actually topped expectations, while revenue from YouTube ads, cloud computing and Alphabet's "other bets" unit all came in lower than anticipated, according to data from FactSet and Refinitiv.Shares of Alphabet were up 3% in after-hours trade after rising as much as 5.2% following the results."Despite the underwhelming quarter, expectations were so low that investors blew a sigh of relief," said Jesse Cohen, senior analyst at Investing.com.Alphabet reported second-quarter revenue of $69.69 billion, 13%

Stocks rose Friday to record levels as investors digested a key print on the U.S. labor market recovery, which pointed to a faster pace of payroll gains than expected.The S&P 500 set another record high, kicking off the first sessions of the third quarter on a high note. The blue-chip index logged a seventh straight day of gains in its longest winning streak since August 2020. The Nasdaq also hit all-time intraday and closing highs, and the Dow gained to set its first record high since May 7. Sh

Wall Street’s main indices closed lower on Tuesday as data showing stronger inflation and weaker U.S. retail sales in May spooked already-jittery investors awaiting the results of the Federal Reserve’s latest policy meeting.Assurance from the Fed that rising prices are transitory and falling U.S. Treasury yields have helped ease some concerns over inflation and supported U.S. stocks in recent weeks. All eyes are now on the central bank’s statement at the end of its two-day policy meeting on Wedn

As the Federal Open Market Committee holds its regular policy meeting this coming week, once again a

Heavily shorted shares are a common theme among the group. The big stock-price gains often come alongside big drops. While there’s no steadfast definition of what constitutes a meme stock, one common thread across the many names being pitched on social media is a focus on heavily shorted companies. Shares of Reddit iconGameStop Corp.jumped as much as 2,500% in January after day traders noticed its short interest had ballooned to record levels.“I can’t imagine this is going to continue in the sam

GameStop may be the top holding in SPDR S&P 600 Small Cap Value, but that's not the only reason the

Customized portfolio offers tax and diversification benefits. As more investors -- especially young

NEW YORK, June 11 - The S&P 500 closed nominally higher at the end of a torpid week marked with few market-moving catalysts and persistent concerns over whether current inflation spikes could linger and cause the U.S. Federal Reserve to tighten its dovish policy sooner than expected.Economically sensitive smallcaps and transports notched solid gains, outperforming the broader market.For the week, the S&P and the Nasdaq advanced from last Friday's close, while the Dow posted a weekly loss.But th

Hedge funds Melvin Capital and Light Street Capital have suffered steep losses since the start of Ma