$GOOGL - GOOGLE SEARCH & CLOUD STRENGTH OFFSET PT CUT
Wells Fargo lowered Alphabet's price target to $416 from $435 but kept its Overweight rating.
The firm expects stronger-than-expected Search and Cloud growth, driven by rising user engagement, AI demand, and expanding compute capacity. While higher AI investment trims longer-term forecasts, Wells Fargo believes Google's AI and cloud leadership supports continued earnings growth.
Tomorrow morning, Kevin Warsh will be speaking at the ECB Forum on Central Banking in Sintra, Portugal, at 9:00 a.m. ET.
This will be one of his first major international appearances as Fed Chair, and the market will be paying close attention to both his comments and his tone for clues about future Fed policy.
His remarks have the potential to move the market tomorrow morning.
Q2 is officially in the books!
I could have handled the early June correction a bit better, but I’m quite pleased with my performance for the 1st half of the year nonetheless.
YTD: +255.04% vs. +9.59% for the S&P-500
Past 1-Year: +1,151.50% vs. +20.92% for the S&P-500
$BE After hours 345.00 +42.30 (13.97%) - Brookfield expanded its partnership with Bloom Energy (NYSE: BE) into a massive $25 billion framework (a fivefold increase) to finance rapid power projects for global AI infrastructure. Bloom Energy's stock jumped roughly 10% in after-hours trading on this news, driven by the intense demand for reliable data center power. Last two days $BE flow in my Discord. Coincidence maybe ...🧐🤣
$BE more news -> sick alert today at $277s alert pre -- and the good got better.
AI High-Confidence News: Brookfield and Bloom Energy Expand AI Infrastructure Partnership to $25 Billion; Fivefold Increase to Build and Finance Rapid Power for AI Infrastructure - BE
Secret is out. $FCEL is a mini $BE. Similar story too… a company left for dead and shorted into oblivion by vulture funds, finally finds a foothold in the new Ai world.
If $FCEL doubles from here, it would still be a $4 billion market cap company while $BE is $80 bil 😮
Spent the entire weekend banging my head making a momentum leader list on google sheets and just ended up making SB50 by stockbee 😅😅😅
What a waste of time