Investopedia: Yahoo! Reclaims Traffic Leadership, But Can It Turn It Into Cash?

A curious thing happened in internet-land in July. According to comScore, Yahoo! (Nasdaq:YHOO) surpassed Google (Nasdaq:GOOG) to take the top spot in web traffic for July 2013, the first time in more than two years. Yahoo! edged out Google with 197 million unique visitors against Google's 192 million. As always, though, the devil is in the details. It remains to be seen whether Yahoo! can leverage its position into revenue and profits.

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Investopedia: Has Facebook Crossed The Mobile Threshold?

There never seems to be a middle ground on Facebook (NYSE:FB), as opinions run very hot or cold based on the latest data point (real or imagined) concerning the company. There's no question that Facebook surprised the Street with its mobile ad revenue growth this quarter, and user data seems to run counter to the worries that users are disengaging from Facebook. While I remain basically bullish on the company (and the stock), that comes with the warning that sell-side analysts are significantly jacking up their estimates in the wake of this quarter and any shortfall in the third quarter will be swiftly and brutally punished.

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Investopedia: Yahoo! Still Needs To Generate Better Intrinsic Value

A year into her tenure as Yahoo!'s (Nasdaq:YHOO) CEO, Marissa Mayer may have ruffled a few feathers, but Yahoo!'s feathers were badly in need of ruffling as it was well on the AOL (NYSE:AOL)/MySpace path to irrelevance and doom. While there's still quite a lot of work to be done in turning the business around, the better-than-70% rise in the shares over the past year has to be encouraging to shareholders. The biggest question now is whether or not Yahoo! can take the cash coming from the Alibaba IPO and reinvest it into sustainable cash-generating growth opportunities.

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