Most investors are familiar with Alphabet because of its virtual monopoly in internet search traffic (via Google), its ...
Veeva Systems is a cloud-computing company that provides software, data, and other services for the life sciences industry. ・“VEEV is still cheap,” Michael Burry said in a chat to subscribers on ...
Morgan Stanley’s contrarian thesis: the AI-driven SaaS panic overshot because Intuit’s core business is still growing—fiscal ...
Billionaire investor Ray Dalio built Bridgewater Associates into one of the most successful hedge funds in history, ...
With stock buybacks of $8.87 billion in the 12 months through September 2025, Salesforce, Inc. (NYSE: CRM) is among the 20 ...
Docebo is repositioning toward larger enterprise clients, enhancing retention and ARR per client, via the 365Talents ...
ServiceNow is looking to become an agentic AI orchestration leader. Salesforce has created a great launching pad for AI ...
Microsoft Corp. surpassed expectations for its third-quarter financial results today, but its stock moved sideways in the ...
Microsoft disclosed more than 20 million paid seats for its Microsoft 365 Copilot AI assistant, a number that could help calm ...
AI jitters are back on Wall Street. Shares of Oracle, CoreWeave, SoftBank and other firms tied to OpenAI slumped on Tuesday, ...
Amazon AWS launches AI-powered office tools using AI agents, aiming to compete with Microsoft and Salesforce in the $300 ...
Michael Burry recently bet against the semiconductor industry's rapid growth while disclosing new investments in undervalued ...