Carson Group
Join Us for Live on Leap Day with Facts vs Feelings – Invest your Bonus Day
2024 gives us an extra day on the calendar, and what better way to spend it than taking a deep dive into the markets and this year’s economic outlook. Join Carson Group Investment Research team rock stars and podcasters Sonu Varghese, VP, Global Macro Strategist, and Ryan Detrick, Chief Market Strategist, for the inaugural Live …
Carson Group
February 29, 2024
Meta’s Meteoric Recovery: Like it on Facebook & Instagram
Meta, formerly known as Facebook, delivered a stunning update that caps one of the most impressive turnarounds in recent memory. Following its earnings report, shares soared more than 20% to reach all-time highs, eclipsing $450, or a fivefold increase from the lows of $90 reached in late 2022. This monstrous move set a new record …
Carson Group
February 26, 2024
Inside Nvidia’s Earnings: Accelerating Demand for AI
“Forget self-driving cars, AI is transforming every industry, and Nvidia is at the center of it all” – Venture Capitalist, TechCrunch With bated breath, investors eagerly awaited the final earnings report of the “magnificent 7.” Among the seven, Nvidia’s report was perhaps the most hotly anticipated, given it’s the driving force behind accelerated computing and …
Carson Group
February 22, 2024
AI’s Meteoric Rise Is Backed by the Cash
“AI is no longer science fiction; it’s science fact. It’s woven seamlessly into the fabric of our daily lives, from the moment we wake up to the moment we go to sleep.” – Fei-Fei Li, Stanford University This earnings season has highlighted how rapidly artificial intelligence is becoming a ‘real thing.’ The last several years …
Carson Group
February 12, 2024
AI, Advertising, and Cash Flow: Alphabet’s Trifecta for Success
Shares of Alphabet fell from near all-time highs after the company reported fourth quarter earnings. The results were quite good, revenue growth accelerated at the fastest pace in six quarters and profitability was above expectations. However, management noted capital spending would be “notably larger” in 2024 and failed to give meaningful detail about reducing its …
Carson Group
February 5, 2024
3 Things to Consider in Creating a Stellar Client Onboarding Process and Raving Fans
You’ve spent so much time and effort on your prospecting process, and you now have a few new clients to onboard. And you only have one chance to make a good first impression with your onboarding process. It’s during this foundational process where you establish the tone for what your client will come to expect …
Carson Group
February 5, 2024
Earnings Update from the World’s Most Valuable Company: Microsoft
Cloud performance took center stage, delivering solid 28% growth, consistent with the previous quarter. While some may view this as a minor letdown, the growth suggests that Microsoft continues to win share from the market leader, Amazon’s AWS. For long-term investors, success in the cloud extends beyond the tens-of-billions of dollars in profits; it’s about …
Carson Group
February 5, 2024
Earnings Pulse: Netflix and Tesla
Netflix – Netflix delivered a jaw-dropping update with the addition of 13.12 million new subscribers in the fourth quarter. The company previously suggested subscriber additions would be similar to the third quarter where it added nearly 9 million new households. The company has been on a global campaign to crackdown on password sharing which clearly …
Carson Group
January 29, 2024
Elevating Women in the Workplace: Sponsorship vs Mentorship
Despite decades of spotlight on the issue, the representation of women in corporate leadership remains persistently low and is not improving at a pace that would bring about sufficient change. The underrepresentation is evident at every level of management, but the problem worsens on the journey to the top. A Harvard Business Review from 2010 …
Carson Group
January 22, 2024
Under the Hood: Fourth Quarter Earnings Kickoff
JP Morgan kicked off earnings season on Friday as the bank wrapped up its most profitable year ever. While the prospect of lower interest rates in 2024 may temper record profits, the outlook was more optimistic than anticipated. Jamie Dimon, the bank’s Chairman and CEO, acknowledged that the company is over-earning on both interest income …
Carson Group
January 16, 2024