Within software and services (excluding hardware), the last three years rewarded three playbooks: (1) platform consolidation: ...
We recently published 16 Stocks Jim Cramer Mentioned In An Episode Where He Said OpenAI Could Beat All Big Tech Giants.
Scott Bessent’s $20 Billion Lifeline For Argentina A Bailout For ‘His Hedge Fund Buddies,’ Says Paul Krugman (Benzinga) ...
In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed froth in the stock market. Cramer’s comments came ...
Daniel Loeb, a billionaire investor, founded Third Point Management, which remains one of Wall Street’s most influential ...
Kathryn Thompson, CEO of Thompson Research Group, said in a recent program on CNBC that Construction Partners Inc ...
Brent Thill from Jefferies recently said in a CNBC program that the timing of Oracle Corp (NYSE:ORCL) appointment of co-CEOs ...
LikeFolio’s Landon Swan said in a recent program on Schwab Network that he likes Spotify Technology (NYSE:SPOT) because of ...
It’s both the AI trade and the reshoring of manufacturing in this country trade. We like it as a backdoor AI play.
ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Growth Strategy” third-quarter ...
Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” Q3 2025 investor letter. A copy of ...
Dan Levy, senior equity research analyst at Barclays, explained in a latest program on CNBC why he called Tesla Inc ...
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