AI initiatives don’t stall because models aren’t good enough, but because data architecture lags the requirements of agentic systems.
The Nasdaq Composite ( ^IXIC) sank about 1.8%, as the tech-led sell-off accelerated into the close. The S&P 500 ( ^GSPC) fell ...
Parnassus Investments, an investment management firm, released its “Parnassus Value Equity Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund focuses on ...
Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” third-quarter 2025 ...
Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” third-quarter 2025 ...
Mizuho is optimistic about enterprise software stocks heading into 2026. In a new investment note, the firm highlighted ...
Magellan Asset Management, an investment management company, released the third quarter 2025 investor letter for “Magellan ...
The project, which began as a personal experiment in content-defined deduplication, has evolved into a fully-fledged ...
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Oracle May Not Be Able to Build Its Michigan Data Center After All. Should You Sell ORCL Stock Now?
Oracle still looks more like a hold than a sell, with fast‑growing cloud and AI revenue and a Street “Moderate Buy” rating with about 70% implied upside.
Oracle (ORCL) is well-positioned to benefit from AI adoption by leveraging its integrated infrastructure, database, and ...
An update on Oracle's data center plans was the latest development giving investors anxiety about the health of the AI trade ...
Oracle (ORCL) is rated 'Buy' due to a major valuation dislocation versus its $523B RPO backlog, despite recent CapEx-driven ...
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