Both Amazon and Microsoft should perform well in 2026, but one has the bigger opportunity.
Summary Marvell Technology (NASDAQ: MRVL) recently got just the pop that AI investors have been waiting for. Despite it still ...
OpenAI would eat Google’s lunch. ChatGPT was the future of search, and Alphabet (NASDAQ:GOOGL) was a lumbering giant about to ...
Third Point's Q3 2025 13F portfolio rose to $8.99B, with the top three holdings—PG&E, Amazon, and SPY Puts—comprising ~22% of ...
Meta is looking to cut its metaverse spending by as much as 30% next year. Could it work wonders for the stock as the "year ...
Workday's recurring revenue base and robust pro forma gross margins underpin its resilience and profitability. Learn why WDAY ...
Mairs & Power, an investment advisor, released the third-quarter 2025 investor letter for the “Mairs & Power Balanced Fund.” ...
Brown Brothers Harriman, an investment management company, released its Q3 2025 investor letter for the BBH Select Series - ...
Salesforce, Inc. CRM recently posted decent third-quarter fiscal 2026 results, helping its shares rise 9.3% since the Dec. 3 ...
ARR increased 34% year-over-year to $754 millionQ3 revenue increased 33% year-over-year to $184.2 millionSurpassed $1 billion in Remaining Performance Obligations, reflecting 41% year-over-year ...
Fashion conglomerate G-III (NASDAQ:GIII) in Q3 CY2025, with sales falling 9% year on year to $988.6 million. The company’s ...
Yesterday we highlighted Oracle’s massive $455 billion cloud backlog and the question of whether infrastructure spending ...