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Page 576

Will Anthropic Boost Alphabet’s Earnings to the Stratosphere?

Alphabet's Q2 report arrives Wednesday carrying an Anthropic-sized wildcard that could produce the most misleading headline EPS in the company's history, and knowing which numbers to ignore matters as much as knowing which ones…

Rich Duprey · 3 months ago

Billionaire Investor David Tepper’s Top 5 Stocks

Appaloosa Management just concentrated its biggest US equity bets across five stocks that together cover every layer of the AI stack, and one of them has nothing to do with chips.

Joel South · 3 months ago