Microsoft: Unlocking AI and Cloud Growth
Microsoft delivered another solid quarter of double-digit revenue and EPS growth driven by increased demand and growth in long-term commitments to the cloud and artificial intelligence (AI)…
Author: Christopher De Sousa, CIM® | Portfolio Manager
Posts by Christopher De Sousa, CIM® | Portfolio Manager
Apple Intelligence: Bridging Hardware and Software in the AI Era
Apple finally revealed its long-awaited strategy for artificial intelligence (AI) at its Worldwide Developers Conference (WWDC). Apple has been relatively quiet about its AI strategy. Apple has been…
Company Updates: Microsoft and Danaher
Danaher Danaher is a leading global life sciences and diagnostics company that contributes to the discovery, development, and manufacturing of life-changing drugs and therapies. Danaher is off to a…
Company Updates: Amazon and CPKC
Amazon Amazon reported an increase in first-quarter revenue of 13% to $143.3 billion, driven by strong operational performance across all major business segments (e.g., retail, advertising,…
Company Updates: LVMH Moët Hennessy Louis Vuitton
The Paris 2024 Olympic Games are nearly here. Did you know LVMH is the biggest sponsor of the Olympic and Paralympic Games? Several LVMH brands will have specific roles during the…
Company Updates: Costco Wholesale and Cintas
Cintas Cintas is a leading provider of corporate identity uniforms, first aid and safety products, and cleaning services and supplies. Cintas serves over 1 million businesses of all types and sizes…