We maintain our $277 fair value estimate for wide-moat Oracle, as strong demand for generative artificial intelligence ...

Oracle is executing a transformation that leverages its database core while supplying data center infrastructure. Read what ...

Hold Oracle (ORCL) until cash generation improves. Explore more on OCI and AI infrastructure growth, rising RPO visibility, ...

TikTok USA isn’t just (arguably) a tool of corporate power, it doesn’t seem to work as well as the old TikTok.

Wolfe upgrades Robinhood to outperform from peer perform Wolfe says investors should buy the dip. "We are upgrading HOOD ...

Lilian Coral explains the Trump TikTok deal, what it means for users, and what it reveals about the administration’s efforts to consolidate power online.

Unlike traditional testing, which requires hundreds or thousands of charge – discharge cycles, the model can estimate a new ...

An agentic AI tool for battery researchers harnesses data from previous battery designs to predict the cycle life of new battery concepts. With information from just 50 cycles, the tool—developed at ...

Baron Fund, an investment management company, released its Q4 2025 letter for “Baron Asset Fund”. A copy of the letter can be downloaded here. Equities experienced a strong fourth quarter, capping off ...

Sustainable Growth Advisers (SGA), an investment management company, released its fourth-quarter investor letter for its “U.S ...

Goldman Sachs reiterates Nvidia as buy Goldman says it's sticking with Nvidia ahead of earnings in late February. "We expect ...