ORCL’s operating margin of 31.9% is substantial, but falls short of MSFT’s 46.7% because of Oracle’s extensive investment in cloud data center infrastructure. ORCL’s revenue growth of 11.1%, driven by ...

That trend is here to stay in 2026, with Micron's earnings expected to more than triple as revenue doubles, according to ...

Impax Asset Management‘s “Impax US Sustainable Economy Fund” released its Q4 2025 investor letter. A copy of the letter can be downloaded here. The fund reported that equity markets remained volatile ...

AI-driven disruption is nuanced. SaaS valuations may rebound as markets recognize persistent demand and the limits of low-cost AI alternatives. Read the full analysis here.

The Rising Dividend Fund outperformed the S&P 500 in Q4 2025, driven by gains in communications and industrials. Read the full analysis for more details.

As software stocks are battered amid the artificial intelligence threat, UBS likes HubSpot, Microsoft, ServiceNow and ...

The London Company, an investment management company, released “The London Company Large Cap Strategy” fourth-quarter 2025 ...

Diligent Market Intelligence identified more than 160 global campaigns initiated by short-sellers last year — a 55% increase over the previous year.

IT stocks on Wall Street faced pressure in overnight deals as fears of AI disruption grew and expectations of a Fed interest ...

For the first three years of the ChatGPT era, generative AI's upside held the limelight as megacap tech stocks carried the S&P 500 to lavish gains. The downside of artificial intelligence — broad job ...