Oracle faces significant risk if AI demand softens after major sub-leases expire in 5 years, while its lease obligations ...

Liberty Energy said it formed a joint venture with land and data center developer PowerBridge to support the development of a ...

Susquehanna reduced Sandisk's (SNDK) price target to $3,050 from $3,250 while keeping its Positive rating on the shares.

Alphabet Inc. ramps up AI infrastructure as CapEx rises and FCF dips; Cloud revenue +82% and Gemini scales fast. Check out ...

Greene County Bancorp is a Buy, reflecting strong credit, low LTVs, sticky deposits, minimal AI exposure, and 52–66% upside.

Saia (SAIA) shifts from expansion to harvesting—capex cuts could lift free cash flow and enable buybacks/dividends.

Darden Restaurants (DRI) reset to neutral after a 10% pullback. Click to read my analysis of this stock's potential and risks ...

Concerns over AI-driven commoditization are overstated; RELX's proprietary, curated data offers irreplaceable value versus ...

Symbotic Inc. expands warehouse automation via acquisitions as system starts rebound. Click for this SYM stock earnings ...

Johnson & Johnson (JNJ) multiple myeloma therapies Tecvayli and Talvey boost cancer-free survival as part of a combination ...

Google disclosed in its most recent 10-Q filing that it owned $94B worth of SpaceX shares after the Elon Musk-led company ...

Since 2019, IPOs have trailed the market due to high valuations, Fed rate hikes, and weaker deal quality—see SpaceX’s swing.