Key Takeaways SHOP's Q1 2025 GMV rose 22.8% year over year to $74.75B, marking its seventh straight quarter of 20% growth. Growth was driven by an increase in merchants, higher same-store sales, and strong traction in Europe. Shop Pay GMV jumped 57% to $22B while Shop App native GMV rose 94% year over year in Q1 2025.Shopify (SHOP) is benefiting from strong growth in its merchant base, which is driving its Gross Merchandise Volume (GMV) higher. This growth in GMV reinforces its position as a leading e-com ...

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Alphabet Inc. (GOOG) .Alphabet currently has an average brokerage ...

10 July 2025, Berlin: The Google logo can be seen on a small door at the stable guard party. Photo: ... More Jens Kalaene/dpa (Photo by Jens Kalaene/picture alliance via Getty Images)dpa/picture alliance via Getty ImagesGoogle stock has already achieved remarkable gains, growing 2x from $88 levels in early 2023 to approximately $180 at present. But what could drive the stock to double from its current levels over the coming years? The answer is rooted in AI and cloud computing– the main growth engine for Go ...

Reliable high-speed internet for the fastest cars on the track 🛰️🏎️Austin DeSisto (@AustinDeSisto):Turns out many @Formula2 and @Formula3 teams use @starlink in the paddock! How cool! https://t.co/ZvBGhrPdLm ...

据"微信派"消息，微信公众号又多了三点新"看法"。 "看法"一：看过的还想看 看过、赞过、划过的，都可找到。 总在茫茫文海中寻找曾经爱看的那篇文章？现在， 进入公众号后，点击右上角就能看到过去点赞收藏、划 线和看过的所有内容 。 安卓用户还能通过这里进入： "看法"二：好看的点赞看 双击屏幕，点赞更自由。 以前：精准找到右下角的小拇指小爱心。 现在： 随处可点，读到想赞的地方，双击一下 。 "看法"三：表达着情绪来看 "牛市旗手"，重磅利好！业绩暴增超10倍，什么信号？ 见证历史！暴跌19.4%！ 重大利好！暴增1883%！ 公众号评论区可以直接发表情包了 。自己的表情包不够用，还能搜索来凑 。 不少网友觉得这几个 新"看法"，很实用。也有网友表示，能在评论区发更多的表情包，"太有趣了"。 综合自：微信派 责编：王璐璐 校对： 陶谦 百万用户都在看 重大转变！特朗普，突然宣布！ 事关降息！美联储，重磅传来！ 违法和不良信息举报电话：0755-83514034 邮箱：bwb@stcn.com ...

RT Mario Nawfal (@MarioNawfal)🇱🇸 STARLINK ZAPS AFRICAN SCHOOLS TO THE FUTUREMarakabei and Bocheletsane High Schools in Lesotho now have high-speed internet thanks to Starlink.Classrooms once offline are now plugged into the world.From isolation to innovation, futures unlocked.Source: @Starlink, @TConnectAfrica ...

Starlink is connecting remote schools in Lesotho to reliable high-speed internet, bridging the digital divide and unlocking a world of possibility for students and teachers 🛰️❤️T-Connect (@TConnectAfrica):From isolated labs to limitless learning! 🚀T-Connect has brought @Starlink to Marakabei & Bocheletsane High Schools in Lesotho - turning disconnected classrooms into digital gateways.We are not just connecting schools.We are unlocking futures.#TConnect https://t.co/Or1r2XCnCb ...

Core Insights - The individual has a decade of experience in a Big 4 audit firm, focusing on banking, mining, and energy sectors, which provides a strong foundation in finance and strategy [1] - Currently serves as the Head of Finance for a leading retail real estate owner and operator, overseeing complex financial operations and strategy [1] - Active investor in the U.S. stock market for 13 years, with a portfolio that reflects a balanced approach, emphasizing value stocks while maintaining exposure to growth opportunities [1] - Investment philosophy is based on thorough research and a long-term perspective, aiding in navigating various market cycles successfully [1] - Aims to uncover promising under-the-radar stocks that may not yet be recognized by the broader market [1] - Background in auditing and finance, combined with hands-on investing experience, allows for unique insights and actionable ideas for investors [1]

Core Viewpoint - Nvidia has been a strong investment due to its leadership in AI chips and significant stock performance, with a 1,400% increase over the past five years, indicating ongoing growth potential in the AI sector [1][2] Group 1: Nvidia - Nvidia's stock has performed exceptionally well, driven by increasing demand for its AI products, particularly its AI chips [1] - The company is positioned as a leader in the AI chip market due to early market entry and a focus on innovation [1] Group 2: Meta Platforms - Meta Platforms has prioritized AI investments, developing its own large language model, Llama, to enhance its AI platform [4][5] - The Llama model has contributed to the success of Meta AI, the most popular AI assistant, which is expected to increase user engagement and advertising revenue [5] - Meta has a strong financial position, with the ability to allocate up to $72 billion for capital spending, supported by its competitive advantage in social media [6] Group 3: Alphabet - Alphabet generates revenue through its Google Search and Google Cloud services, with the latter seeing a 28% sales increase to over $12 billion in the latest quarter [7][9] - The company has developed its own LLM, Gemini, which enhances its virtual assistant and is integrated into Google Cloud offerings [9] - AI is expected to provide significant growth opportunities for Alphabet, both through internal applications and external services offered via Google Cloud [10] Group 4: Investment Considerations - While all three companies are attractive AI investments, Nvidia is currently the most expensive, whereas Alphabet offers the best valuation profile, being the cheapest relative to forward earnings estimates [11][13] - Meta's valuation has increased since the beginning of the year, making it a less compelling buy compared to Alphabet [13]

Core Viewpoint - Alphabet Inc. has underperformed compared to its tech peers in 2025, with shares down 7.8% year-to-date, but recent technical indicators suggest a potential bullish reversal [1][5][11] Technical Analysis - Alphabet's stock has rebounded over 24% from its 52-week low, indicating a return to bull market territory, and has reclaimed its 200-day simple moving average (SMA), which is a key indicator of long-term trends [1][2][11] - The next resistance level to watch is around $180, and a breakout above this level could signal a significant trend shift, potentially leading to price targets of $190 and beyond [2][11] Company Fundamentals - Despite recent underperformance, Alphabet maintains strong fundamentals, being a leader in search, YouTube, and Android, while also expanding its AI capabilities and growing its Google Cloud business [5][6][7] - The company reported solid Q1 results, beating earnings expectations, and is positioned for margin expansion through 2025, with nearly $100 billion in cash and cash equivalents available for investment or share repurchases [7] Earnings Outlook - Alphabet is set to report Q2 earnings on July 22, and strong performance in this report, particularly regarding AI initiatives and cloud business, could act as a catalyst for breaking through resistance levels [8][9] - The stock has a 12-month price forecast of $199.61, indicating a potential upside of 12.45%, with a moderate buy rating based on 43 analyst ratings [8][10] Market Position - Alphabet's historically low P/E ratio of 19.44 and forward P/E in the mid-teens provide a reasonable entry point for investors seeking quality and value [10] - The company is positioned for a potential catch-up trade as it shows improving momentum and a dominant market position [9][12]