Oracle Corporation (ORCL) Slid Due to Concerns Around the OpenAI Concentration

Baron Capital, an investment Management Company, released its fourth quarter 2025 investor letter for its “Baron Opportunity Fund”. A copy of the letter can be downloaded here. The Fund returned 4.63% ...
The Register

Microsoft promises all-in-one database wrangling hub on Fabric

Microsoft has launched a database management tool it promises will help users manage multiple databases sharing a single SQL engine. With the vendor's Fabric data platform, Database Hub promises a ...

Microsoft Corporation (MSFT) Slid Despite Continued Strong Operating Results

Baron Capital, an investment Management Company, released its fourth quarter 2025 investor letter for its “Baron Opportunity ...

What Makes Zoetis (ZTS) an Investment Bet?

Diamond Hill Capital, an investment management company, released its “Mid Strategy” fourth-quarter 2025 investor letter. A ...

Oracle's "Halo Effect" Is the Real Deal. But is the AI Growth Stock a Buy in March?

Down big off its high, the sell-off in Oracle could be a buying opportunity for risk-tolerant investors.

Nvidia Just Reported $68 Billion in Revenue. Here's Why It Matters.

The market let out a collective sigh of relief when Nvidia (NASDAQ: NVDA) announced earnings late last month. Concerns about ...

Advanced Micro Devices Valuation Still Leaves Room for AI Revenue Growth

S&P 500, Intel Corporation, NVIDIA Corporation, Advanced Micro Devices Inc. Read 's Market Analysis on Investing.com ...