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Andvari Associates, an investment management firm, released its first-quarter 2025 investor letter. The letter can be downloaded here. Andvari’s portfolio has performed strongly in the quarter, highlighted by Constellation Software’s 19.9% revenue growth and its plans to spend on acquisitions in 2026. The company is also focusing on AI tools to enhance productivity and customer […]

Steve Eisman, the investor made famous by “The Big Short,” says the artificial intelligence boom has made OpenAI so central to the U.S. economy that its failure could tip the country into recession almost overnight.“If tomorrow OpenAI failed, the U.S....

The AI rally put Burry’s bearish stance under pressure as Palantir, CoreWeave, Oracle, Micron, Tesla, Nebius and Nvidia all climbed during August.

With euro area inflation readings staying elevated, central banks are signalling that higher rates could remain a feature rather than a brief detour. In a market where money has a clearer price, investors often pay closer attention to leadership quality and alignment. Founder led companies can look appealing when the cost of mistakes rises. This article highlights three founder led stocks from our screener that show how that story can play out. The three founder led stocks covered next are...

Central banks are talking tougher on inflation again, and that often puts short term pressure on markets. Founder led companies can be different. Leaders with their own wealth on the line may be more willing to protect margins, rethink costs and adjust quickly when money is not cheap. This article highlights three stocks from the Founder Led Companies screener that show how that kind of commitment can matter for long term investors. The three founder led stocks below are just a starting...

Microsoft had the early AI lead, but Oracle is quickly turning itself into a serious AI contender.

Oracle has outperformed the broader market over the past year, and analysts remain highly optimistic about the stock’s outlook.

Meta is quietly testing robots inside its data centers, and at least one employee believes physical workers are no longer safe from automation. The experiment hints at a much larger shift in how AI spending could reshape labor costs across the entire economy.

Clearway Energy is emerging as a key player in AI power.

European bond yields are climbing as markets price in further European Central Bank rate hikes. Higher borrowing costs often push investors toward companies that help other businesses cut expenses and work smarter. That is where artificial intelligence comes in. This article highlights three stocks from our AI screener linked to chips, cloud and software that could help you focus your research on the ChatGPT and AI trend. The stocks below are just a starting sample, and the full screen...

The software giant's stock has a powerful business engine behind its long-term trend, but a rapid run-up back toward all-time highs forces investors to ask if the price of admission is still worth paying.

A creative software titan is trading at a steep discount, but a major strategy shift has investors wondering if the price is a bargain or a breakdown.

Intuit's growth came from its existing customers paying more, and the new guide is what winning back volume costs.

The software industry is no longer unified.

Oracle's recent surge looks like a comeback until you stack it against what the rest of the cloud sector did over the same window, and the comparison raises an uncomfortable question about whether this stock deserves its AI infrastructure reputation.

Microsoft just posted one of the strongest months in mega-cap tech, but the timing raises a question that cuts both ways for shareholders sitting on fresh gains.

The one-year range the options market puts around this stock runs past both ends of what it has actually traded, and for this stock that width is an ordinary reading rather than an alarm.

Oracle's data centers need power, and Bloom Energy's fuel cells are delivering it.

“Big Short” investor Steve Eisman warned on CNBC’s “Fast Money” on August 13 that OpenAI and Anthropic account for roughly 70% of AI-related revenue at Microsoft, Amazon, Google, and Oracle, and as much as 25% to 35% of those companies’ cloud revenue. “The futures of these massive companies, in a sense, are a bet that […]

For Oracle stock, the upside now depends less on the size of the order book than on the pace at which the company can energize what it has already sold.

Tesla, Microsoft and Oracle stocks push higher ahead of the Fed speech, with TSLA testing its 50-day EMA, MSFT above $500 and ORCL eyeing $160.

According to the average brokerage recommendation (ABR), one should invest in Oracle (ORCL). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

The cloud gaming sector is poised for substantial growth, particularly within the traveler segment, as advancements in 5G technology, edge computing, and increased travel fuel demand for entertainment on the go. Projections indicate the market will grow from $3.2 billion in 2025 to $4.1 billion in 2026, with expectations to reach $11.03 billion by 2030. This expansion is driven by factors such as enhanced mobile connectivity, widespread adoption of portable gaming devices, and rising interest...

Workday (WDAY) raised the low end of its full-year subscription revenue outlook after the finance an

C3.ai is focused on delivering AI software, while Oracle is an AI infrastructure play.

A powerful business engine has fueled this data stock's long-term run, but a recent pullback forces every investor to ask if the ticket price already accounts for the journey ahead.

Citi's software research chief just called Oracle's brutal summer selloff a rare statistical anomaly and went on CNBC to argue the stock belongs in your portfolio. But his own reasoning contains a contradiction that changes everything about the trade.

Oracle stock is in a weird spot. Sales and earnings growth are exploding, but that hasn’t stopped shares from plummeting in recent months. Enough is enough for Citi analyst Tyler Radke: He put a “positive catalyst watch” on Oracle shares Thursday.

By Raphael Satter WASHINGTON, Aug 27 (Reuters) - Major tech companies including OpenAI, Anthropic, Microsoft, Alphabet, and Amazon are calling for a society-wide defensive surge to defeat what they

The correlation to the index is high, the five-year record shows wider swings for slightly less return, and neither of those says diversification.