For traditional subscription businesses, the magic number measures incremental recurring revenue against prior-period selling ...

Blue Owl Capital is upgraded to a buy, reflecting improved financials and dividend coverage. OBDC's NII now covers its ...

The global gas market could remain tight well into next year as the Iran war chokes off supplies and Europe enters the ...

The first thing we should cover: SoundHound has now fully closed its acquisition of LivePerson. Alongside this, the company ...

Originally published at The Free Markets Report, a free daily on deregulation and markets.On Thursday the Centers for ...

AI-driven Oracle Cloud Infrastructure backlog is significant but concentrated, with half tied to OpenAI. Find out why ORCL ...

AI and growth stocks faced heavy selling, while value and yield factors outperformed. Read why bargain hunting has surfaced ...

Nebius has beaten EPS estimates in six of its last seven quarters, while missing revenue estimates in four. Find out why NBIS ...

This is my 2,544th article published exclusively for members of my SA investment group not including many public articles and ...

CEO Jensen Huang had a romantic relationship with a Chinese woman who allegedly served China as a spy. Read more here.

Capital Clean Energy Carriers’ ( CCEC) 2026 Q3 revenue rose to $138.1 million from $95.6 million, and the net income from ...

Berkshire Hathaway Inc. stock offers long-term upside as non-insurance growth offsets insurance risks. Click for this BRK.A ...