Oracle’s cloud and AI pivot drives revenue growth and a strong backlog, but high capex and debt pose risks. Read why I rate ...
11hon MSNOpinion
When the AI bubble pops, Nvidia becomes the most important software company overnight
Today, Nvidia’s revenues are dominated by hardware sales. But when the AI bubble inevitably pops, the GPU giant will become ...
AI investment is reshaping software stocks as scale, data and execution drive long-term growth, says RBC Capital Markets’ ...
Artisan Partners, an investment management company, released its “Artisan Value Fund” third-quarter 2025 investor letter. A ...
BlackRock, an investment management company, released its third-quarter 2025 investor letter for “BlackRock Science and ...
If ERP systems were judged the way consumer apps are, most would have been deleted years ago. And yet, organisations continue ...
BCB After Dark is the place for you to talk baseball, music, movies, or anything else you need to get off your chest, as long ...
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